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CapWealth Advisors’s Tesla TSLA Stock Holding History

CapWealth Advisors’s Portfolio TSLA Stock Details TSLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$489K Buy
1,377
+33
+2% +$11.8K 0.04% 84
2026
Q2 		$565K Sell
1,344
-10
-0.7% -$3.98K 0.04% 82
2026
Q1 		$503K Sell
1,354
-51
-4% -$21K 0.04% 83
2025
Q4 		$632K Buy
1,405
+93
+7% +$41.2K 0.04% 86
2025
Q3 		$583K Buy
+1,312
New +$455K 0.04% 85

Other funds holding TSLA

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
NAH
Neumann Advisory (HK) Central, Hong Kong $314M AUM 9.99% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
S
Systrade Vaduz, Liechtenstein $197M AUM 31.1% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

CapWealth Advisors's TSLA Position: Q3 2026 in Review

CapWealth Advisors increased its Tesla (TSLA) stake by 2.5% in Q3 2026, buying an estimated $11.8K and bringing the position to 1,377 shares worth $489K. The position accounts for 0.04% of the portfolio, ranked #84.

CapWealth Advisors first reported a position in TSLA in Q3 2025 and has held it in 5 quarters since. The position peaked at $632K in Q4 2025. 230 funds tracked by Wall St. Rank hold TSLA as of Q3 2026.

  • CapWealth Advisors held 1,377 shares of Tesla worth $489K as of Q3 2026.
  • CapWealth Advisors bought 33 Tesla shares in Q3 2026, an estimated $11.8K.
  • Tesla made up 0.04% of CapWealth Advisors's portfolio in Q3 2026, its #84 holding.
  • CapWealth Advisors first reported a position in Tesla in Q3 2025 and has held it in 5 quarters since.
  • CapWealth Advisors's Tesla position peaked at $632K in Q4 2025.
  • 230 funds tracked by Wall St. Rank held Tesla as of Q3 2026.

Based on CapWealth Advisors's 13F filing for Q3 2026, filed 5 Oct 2026.