Crown Wealth Group’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
$2.07M Sell
5,826
-477
-8% -$171K 0.51% 30
2026
Q2
$2.65M Buy
6,303
+862
+16% +$343K 0.67% 26
2026
Q1
$2.02M Buy
5,441
+613
+13% +$253K 0.59% 29
2025
Q4
$2.17M Buy
4,828
+403
+9% +$179K 0.61% 35
2025
Q3
$1.97M Buy
4,425
+614
+16% +$213K 0.59% 29
2025
Q2
$1.21M Sell
3,811
-788
-17% -$237K 0.45% 35
2025
Q1
$1.19M Buy
4,599
+344
+8% +$115K 0.62% 27
2024
Q4
$1.72M Buy
4,255
+131
+3% +$42.1K 0.7% 27
2024
Q3
$1.08M Sell
4,124
-42
-1% -$9.6K 0.47% 35
2024
Q2
$824K Sell
4,166
-40
-1% -$6.99K 0.41% 38
2024
Q1
$739K Sell
4,206
-40
-0.9% -$7.82K 0.38% 35
2023
Q4
$1.06M Buy
4,246
+835
+24% +$198K 0.64% 24
2023
Q3
$854K Buy
3,411
+93
+3% +$23.9K 0.64% 26
2023
Q2
$869K Buy
3,318
+68
+2% +$13.6K 0.69% 24
2023
Q1
$674K Sell
3,250
-152
-4% -$26.5K 0.56% 26
2022
Q4
$419K Buy
3,402
+174
+5% +$32.9K 0.39% 35
2022
Q3
$856K Sell
3,228
-21
-0.6% -$5.86K 0.88% 21
2022
Q2
$729K Buy
3,249
+147
+5% +$40.1K 0.66% 28
2022
Q1
$1.11M Buy
+3,102
New +$966K 0.78% 32

Other funds holding TSLA

Crown Wealth Group's TSLA Position: Q3 2026 in Review

Crown Wealth Group reduced its Tesla (TSLA) stake by 7.6% in Q3 2026, selling an estimated $171K and leaving 5,826 shares worth $2.07M. The position accounts for 0.51% of the portfolio, ranked #30.

Crown Wealth Group first reported a position in TSLA in Q1 2022 and has held it in 19 quarters since. The position peaked at $2.65M in Q2 2026. 1,934 funds tracked by Wall St. Rank hold TSLA as of Q3 2026.

  • Crown Wealth Group held 5,826 shares of Tesla worth $2.07M as of Q3 2026.
  • Crown Wealth Group sold 477 Tesla shares in Q3 2026, an estimated $171K.
  • Tesla made up 0.51% of Crown Wealth Group's portfolio in Q3 2026, its #30 holding.
  • Crown Wealth Group first reported a position in Tesla in Q1 2022 and has held it in 19 quarters since.
  • Crown Wealth Group's Tesla position peaked at $2.65M in Q2 2026.
  • 1,934 funds tracked by Wall St. Rank held Tesla as of Q3 2026.

Based on Crown Wealth Group's 13F filing for Q3 2026, filed 19 Oct 2026.