Crestmont Private Wealth’s Tesla TSLA Stock Holding History

Crestmont Private Wealth’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	$222K	Sell	627 -110	-15%	-$39.4K	0.06%	89
2026 Q2	$310K	Sell	737 -31	-4%	-$12.3K	0.09%	83
2026 Q1	$286K	Hold	768	–	–	0.09%	84
2025 Q4	$345K	Sell	768 -5	-0.6%	-$2.22K	0.11%	63
2025 Q3	$344K	Sell	773 -6	-0.8%	-$2.08K	0.11%	59
2025 Q2	$247K	Buy	+779	New	+$235K	0.09%	69
2025 Q1	–	Sell	-768	Closed	-$310K	–	86
2024 Q4	$310K	Sell	768 -269	-26%	-$86.5K	0.14%	48
2024 Q3	$271K	Buy	1,037 +21	+2%	+$4.79K	0.12%	62
2024 Q2	$201K	Buy	+1,016	New	+$178K	0.1%	83

Other funds holding TSLA

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Crestmont Private Wealth's TSLA Position: Q3 2026 in Review

Crestmont Private Wealth reduced its Tesla (TSLA) stake by 15% in Q3 2026, selling an estimated $39.4K and leaving 627 shares worth $222K. The position accounts for 0.06% of the portfolio, ranked #89.

Crestmont Private Wealth first reported a position in TSLA in Q2 2024 and has held it in 9 quarters since. The position peaked at $345K in Q4 2025. 3,717 funds tracked by Wall St. Rank hold TSLA as of Q3 2026.

Crestmont Private Wealth held 627 shares of Tesla worth $222K as of Q3 2026.
Crestmont Private Wealth sold 110 Tesla shares in Q3 2026, an estimated $39.4K.
Tesla made up 0.06% of Crestmont Private Wealth's portfolio in Q3 2026, its #89 holding.
Crestmont Private Wealth first reported a position in Tesla in Q2 2024 and has held it in 9 quarters since.
Crestmont Private Wealth's Tesla position peaked at $345K in Q4 2025.
3,717 funds tracked by Wall St. Rank held Tesla as of Q3 2026.

Based on Crestmont Private Wealth's 13F filing for Q3 2026, filed 12 Nov 2026.