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CX Institutional’s Tesla TSLA Stock Holding History

CX Institutional’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 		$26.1M Sell
73,668
-5,782
-7% -$2.07M 0.71% 31
2026
Q2 		$33.4M Buy
79,450
+7,521
+10% +$2.99M 0.96% 23
2026
Q1 		$26.7M Buy
71,929
+13,528
+23% +$5.57M 0.82% 28
2025
Q4 		$26.3M Sell
58,401
-3,608
-6% -$1.6M 0.78% 29
2025
Q3 		$27.6M Sell
62,009
-10,596
-15% -$3.68M 0.84% 27
2025
Q2 		$23.1M Sell
72,605
-2,724
-4% -$821K 0.8% 28
2025
Q1 		$19.5M Buy
75,329
+29,450
+64% +$9.81M 0.74% 34
2024
Q4 		$18.5M Sell
45,879
-14,332
-24% -$4.61M 0.74% 32
2024
Q3 		$15.8M Buy
60,211
+1,435
+2% +$327K 0.7% 34
2024
Q2 		$11.6M Buy
58,776
+16,034
+38% +$2.8M 0.55% 52
2024
Q1 		$7.51M Buy
42,742
+4,552
+12% +$889K 0.36% 68
2023
Q4 		$9.49M Buy
38,190
+5,500
+17% +$1.31M 0.51% 55
2023
Q3 		$8.18M Sell
32,690
-15,789
-33% -$4.06M 0.45% 62
2023
Q2 		$12.7M Buy
48,479
+17,202
+55% +$3.44M 0.66% 41
2023
Q1 		$6.11M Buy
31,277
+19,290
+161% +$3.37M 0.33% 82
2022
Q4 		$1.48M Sell
11,987
-4,188
-26% -$793K 0.09% 222
2022
Q3 		$4.29M Buy
16,175
+11,168
+223% +$3.12M 0.3% 91
2022
Q2 		$1.12M Buy
5,007
+375
+8% +$102K 0.08% 229
2022
Q1 		$1.66M Buy
4,632
+462
+11% +$144K 0.13% 177
2021
Q4 		$1.47M Sell
4,170
-42
-1% -$14.1K 0.12% 171
2021
Q3 		$1.09M Buy
4,212
+153
+4% +$36K 0.09% 205
2021
Q2 		$920K Sell
4,059
-4,809
-54% -$1.04M 0.08% 207
2021
Q1 		$1.98M Buy
8,868
+597
+7% +$150K 0.18% 147
2020
Q4 		$1.95M Buy
8,271
+7,986
+2,802% +$1.36M 0.19% 158
2020
Q3 		$41K Hold
285
– – ﹤0.01% 419
2020
Q2 		$21K Sell
285
-1,995
-88% -$108K ﹤0.01% 431
2020
Q1 		$80K Buy
+2,280
New +$94.5K 0.01% 288

Other funds holding TSLA

MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
DC
Defender Capital Charlotte, North Carolina $319M AUM 12.55% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
BCM
Boltwood Capital Management Walnut Creek, California $443M AUM 17.72% 1-Year Est. Return
GWSA
Global Wealth Strategies & Associates Denver, Colorado $546M AUM 14.96% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
HPBT
Hickory Point Bank & Trust Decatur, Illinois $166M AUM 19.36% 1-Year Est. Return

CX Institutional's TSLA Position: Q3 2026 in Review

CX Institutional reduced its Tesla (TSLA) stake by 7.3% in Q3 2026, selling an estimated $2.07M and leaving 73,668 shares worth $26.1M. The position accounts for 0.71% of the portfolio, ranked #31.

CX Institutional first reported a position in TSLA in Q1 2020 and has held it in 27 quarters since. The position peaked at $33.4M in Q2 2026. 20 funds tracked by Wall St. Rank hold TSLA as of Q3 2026.

  • CX Institutional held 73,668 shares of Tesla worth $26.1M as of Q3 2026.
  • CX Institutional sold 5,782 Tesla shares in Q3 2026, an estimated $2.07M.
  • Tesla made up 0.71% of CX Institutional's portfolio in Q3 2026, its #31 holding.
  • CX Institutional first reported a position in Tesla in Q1 2020 and has held it in 27 quarters since.
  • CX Institutional's Tesla position peaked at $33.4M in Q2 2026.
  • 20 funds tracked by Wall St. Rank held Tesla as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.