Cherry Tree Wealth Management’s Tesla TSLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$339K Hold
955
– – 0.06% 125
2026
Q2
$402K Sell
955
-257
-21% -$102K 0.08% 116
2026
Q1
$451K Hold
1,212
– – 0.1% 102
2025
Q4
$545K Buy
1,212
+1,193
+6,279% +$529K 0.12% 92
2025
Q3
$8.45K Buy
19
+5
+36% +$1.73K ﹤0.01% 427
2025
Q2
$4.45K Sell
14
-81
-85% -$24.4K ﹤0.01% 491
2025
Q1
$24.5K Buy
95
+44
+86% +$14.7K 0.01% 319
2024
Q4
$20.6K Hold
51
– – 0.01% 336
2024
Q3
$13.3K Hold
51
– – ﹤0.01% 384
2024
Q2
$10.1K Buy
51
+26
+104% +$4.54K ﹤0.01% 392
2024
Q1
$4.4K Hold
25
– – ﹤0.01% 452
2023
Q4
$6.21K Sell
25
-24
-49% -$5.7K ﹤0.01% 410
2023
Q3
$12.3K Sell
49
-16
-25% -$4.11K ﹤0.01% 326
2023
Q2
$17K Buy
+65
New +$13K 0.01% 301

Other funds holding TSLA

Cherry Tree Wealth Management's TSLA Position: Q3 2026 in Review

Cherry Tree Wealth Management held its Tesla (TSLA) position steady in Q3 2026 at 955 shares worth $339K. The position accounts for 0.06% of the portfolio, ranked #125.

Cherry Tree Wealth Management first reported a position in TSLA in Q2 2023 and has held it in 14 quarters since. The position peaked at $545K in Q4 2025. 1,394 funds tracked by Wall St. Rank hold TSLA as of Q3 2026.

  • Cherry Tree Wealth Management held 955 shares of Tesla worth $339K as of Q3 2026.
  • Cherry Tree Wealth Management left its Tesla share count unchanged in Q3 2026.
  • Tesla made up 0.06% of Cherry Tree Wealth Management's portfolio in Q3 2026, its #125 holding.
  • Cherry Tree Wealth Management first reported a position in Tesla in Q2 2023 and has held it in 14 quarters since.
  • Cherry Tree Wealth Management's Tesla position peaked at $545K in Q4 2025.
  • 1,394 funds tracked by Wall St. Rank held Tesla as of Q3 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.