Client 1st Advisory Group’s Tesla TSLA Stock Holding History

Client 1st Advisory Group’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	$608K	Sell	1,713 -585	-25%	-$209K	0.16%	69
2026 Q2	$967K	Buy	2,298 +522	+29%	+$208K	0.25%	52
2026 Q1	$660K	Sell	1,776 -601	-25%	-$248K	0.2%	62
2025 Q4	$1.07M	Buy	+2,377	New	+$1.05M	0.33%	40
2024 Q2	–	Sell	-1,988	Closed	-$349K	–	118
2024 Q1	$349K	Sell	1,988 -32	-2%	-$6.25K	0.16%	74
2023 Q4	$502K	Sell	2,020 -1,040	-34%	-$247K	0.24%	52
2023 Q3	$766K	Buy	+3,060	New	+$786K	0.4%	35

Other funds holding TSLA

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Hyperion Asset Management Brisbane, Australia $3.66B AUM 10.02% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Sloy Dahl & Holst Vancouver, Washington $693M AUM 4.8% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

NAH

Neumann Advisory (HK) Central, Hong Kong $314M AUM 9.99% 1-Year Est. Return

Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return

Client 1st Advisory Group's TSLA Position: Q3 2026 in Review

Client 1st Advisory Group reduced its Tesla (TSLA) stake by 25% in Q3 2026, selling an estimated $209K and leaving 1,713 shares worth $608K. The position accounts for 0.16% of the portfolio, ranked #69.

Client 1st Advisory Group first reported a position in TSLA in Q3 2023 and has held it in 7 quarters since. The position peaked at $1.07M in Q4 2025. 1,140 funds tracked by Wall St. Rank hold TSLA as of Q3 2026.

Client 1st Advisory Group held 1,713 shares of Tesla worth $608K as of Q3 2026.
Client 1st Advisory Group sold 585 Tesla shares in Q3 2026, an estimated $209K.
Tesla made up 0.16% of Client 1st Advisory Group's portfolio in Q3 2026, its #69 holding.
Client 1st Advisory Group first reported a position in Tesla in Q3 2023 and has held it in 7 quarters since.
Client 1st Advisory Group's Tesla position peaked at $1.07M in Q4 2025.
1,140 funds tracked by Wall St. Rank held Tesla as of Q3 2026.

Based on Client 1st Advisory Group's 13F filing for Q3 2026, filed 19 Oct 2026.