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Cooper Financial Group’s Tesla TSLA Stock Holding History

Cooper Financial 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 		$12.7M Sell
35,654
-1,877
-5% -$672K 1.01% 21
2026
Q2 		$15.8M Buy
37,531
+769
+2% +$306K 1.31% 20
2026
Q1 		$13.7M Buy
36,762
+1,725
+5% +$711K 1.38% 17
2025
Q4 		$15.8M Sell
35,037
-150
-0.4% -$66.5K 1.68% 15
2025
Q3 		$15.6M Buy
35,187
+1,726
+5% +$599K 1.73% 14
2025
Q2 		$10.6M Buy
33,461
+166
+0.5% +$50K 1.25% 15
2025
Q1 		$8.63M Sell
33,295
-7,209
-18% -$2.4M 1.14% 17
2024
Q4 		$16.4M Sell
40,504
-250
-0.6% -$80.4K 1.97% 12
2024
Q3 		$10.7M Sell
40,754
-10,357
-20% -$2.36M 1.38% 14
2024
Q2 		$10.1M Sell
51,111
-6,163
-11% -$1.08M 1.49% 14
2024
Q1 		$10.1M Buy
57,274
+619
+1% +$121K 1.65% 13
2023
Q4 		$14.1M Buy
56,655
+13,648
+32% +$3.24M 2.56% 9
2023
Q3 		$10.8M Buy
43,007
+180
+0.4% +$46.2K 2.59% 5
2023
Q2 		$11.2M Buy
42,827
+261
+0.6% +$52.2K 2.78% 4
2023
Q1 		$8.83M Sell
42,566
-738
-2% -$129K 2.38% 6
2022
Q4 		$5.33M Sell
43,304
-382
-0.9% -$72.3K 1.63% 10
2022
Q3 		$11.6M Sell
43,686
-2,247
-5% -$628K 4.17% 2
2022
Q2 		$10.3M Buy
45,933
+2,916
+7% +$796K 3.74% 2
2022
Q1 		$15.5M Buy
43,017
+1,566
+4% +$488K 5.87% 2
2021
Q4 		$14.6M Sell
41,451
-3,192
-7% -$1.07M 5.51% 2
2021
Q3 		$11.5M Sell
44,643
-60
-0.1% -$14.1K 2.39% 8
2021
Q2 		$10.1M Buy
44,703
+930
+2% +$202K 2.06% 11
2021
Q1 		$9.75M Sell
43,773
-5,631
-11% -$1.41M 2.2% 12
2020
Q4 		$11.6M Buy
49,404
+11,475
+30% +$1.96M 2.37% 10
2020
Q3 		$5.42M Buy
37,929
+6,324
+20% +$747K 1.57% 18
2020
Q2 		$2.27M Sell
31,605
-4,515
-13% -$244K 0.74% 26
2020
Q1 		$1.26M Buy
36,120
+6,885
+24% +$285K 0.53% 29
2019
Q4 		$815K Sell
29,235
-375
-1% -$8.13K 0.33% 47
2019
Q3 		$475K Hold
29,610
– – 0.21% 67
2019
Q2 		$441K Buy
29,610
+900
+3% +$14K 0.21% 73
2019
Q1 		$536K Buy
28,710
+2,100
+8% +$42.2K 0.3% 51
2018
Q4 		$590K Buy
+26,610
New +$572K 0.4% 38

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

Cooper Financial Group's TSLA Position: Q3 2026 in Review

Cooper Financial Group reduced its Tesla (TSLA) stake by 5% in Q3 2026, selling an estimated $672K and leaving 35,654 shares worth $12.7M. The position accounts for 1.01% of the portfolio, ranked #21.

Cooper Financial Group first reported a position in TSLA in Q4 2018 and has held it in 32 quarters since. The position peaked at $16.4M in Q4 2024. 230 funds tracked by Wall St. Rank hold TSLA as of Q3 2026.

  • Cooper Financial Group held 35,654 shares of Tesla worth $12.7M as of Q3 2026.
  • Cooper Financial Group sold 1,877 Tesla shares in Q3 2026, an estimated $672K.
  • Tesla made up 1.01% of Cooper Financial Group's portfolio in Q3 2026, its #21 holding.
  • Cooper Financial Group first reported a position in Tesla in Q4 2018 and has held it in 32 quarters since.
  • Cooper Financial Group's Tesla position peaked at $16.4M in Q4 2024.
  • 230 funds tracked by Wall St. Rank held Tesla as of Q3 2026.

Based on Cooper Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.