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Compass Wealth Management (Georgia)’s Tesla TSLA Stock Holding History

Compass Wealth Management (Georgia)’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
Q2 		$862K Sell
2,049
-226
-10% -$89.9K 0.34% 41
2026
Q1 		$846K Buy
2,275
+12
+0.5% +$4.94K 0.36% 38
2025
Q4 		$1.02M Buy
2,263
+12
+0.5% +$5.32K 0.42% 33
2025
Q3 		$1M Hold
2,251
– – 0.44% 31
2025
Q2 		$715K Buy
+2,251
New +$678K 0.38% 36

Other funds holding TSLA

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
HAM
Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
NAH
Neumann Advisory (HK) Central, Hong Kong $356M AUM 37.48% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Compass Wealth Management (Georgia)'s TSLA Position: Q2 2026 in Review

Compass Wealth Management (Georgia) reduced its Tesla (TSLA) stake by 9.9% in Q2 2026, selling an estimated $89.9K and leaving 2,049 shares worth $862K. The position accounts for 0.34% of the portfolio, ranked #41.

Compass Wealth Management (Georgia) first reported a position in TSLA in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.02M in Q4 2025. 1,453 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Compass Wealth Management (Georgia) held 2,049 shares of Tesla worth $862K as of Q2 2026.
  • Compass Wealth Management (Georgia) sold 226 Tesla shares in Q2 2026, an estimated $89.9K.
  • Tesla made up 0.34% of Compass Wealth Management (Georgia)'s portfolio in Q2 2026, its #41 holding.
  • Compass Wealth Management (Georgia) first reported a position in Tesla in Q2 2025 and has held it in 5 quarters since.
  • Compass Wealth Management (Georgia)'s Tesla position peaked at $1.02M in Q4 2025.
  • 1,453 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Compass Wealth Management (Georgia)'s 13F filing for Q2 2026, filed 21 Jul 2026.