DJYG
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David J. Yvars Group’s Tesla TSLA Stock Holding History

David J. Yvars 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 		$336K Sell
948
-190
-17% -$68K 0.15% 63
2026
Q2 		$479K Hold
1,138
– – 0.23% 54
2026
Q1 		$423K Buy
1,138
+100
+10% +$41.2K 0.24% 55
2025
Q4 		$467K Sell
1,038
-2
-0.2% -$887 0.25% 45
2025
Q3 		$463K Sell
1,040
-108
-9% -$37.5K 0.25% 49
2025
Q2 		$365K Hold
1,148
– – 0.21% 55
2025
Q1 		$298K Sell
1,148
-21
-2% -$7K 0.23% 51
2024
Q4 		$472K Sell
1,169
-6
-0.5% -$1.93K 0.29% 44
2024
Q3 		$307K Sell
1,175
-42
-3% -$9.58K 0.19% 59
2024
Q2 		$241K Buy
1,217
+35
+3% +$6.12K 0.15% 62
2024
Q1 		$208K Buy
1,182
+20
+2% +$3.91K 0.14% 67
2023
Q4 		$289K Sell
1,162
-40
-3% -$9.51K 0.23% 54
2023
Q3 		$301K Buy
1,202
+22
+2% +$5.65K 0.25% 48
2023
Q2 		$309K Buy
1,180
+28
+2% +$5.6K 0.26% 52
2023
Q1 		$239K Buy
+1,152
New +$201K 0.22% 63
2022
Q4 		– Sell
-1,152
Closed -$306K – 69
2022
Q3 		$306K Hold
1,152
– – 0.34% 43
2022
Q2 		$262K Hold
1,152
– – 0.36% 45
2022
Q1 		$414K Hold
1,152
– – 0.29% 49
2021
Q4 		$406K Sell
1,152
-183
-14% -$61.4K 0.25% 48
2021
Q3 		$345K Hold
1,335
– – 0.2% 60
2021
Q2 		$302K Hold
1,335
– – 0.17% 68
2021
Q1 		$297K Sell
1,335
-201
-13% -$50.5K 0.19% 63
2020
Q4 		$361K Buy
+1,536
New +$262K 0.24% 53

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

David J. Yvars Group's TSLA Position: Q3 2026 in Review

David J. Yvars Group reduced its Tesla (TSLA) stake by 17% in Q3 2026, selling an estimated $68K and leaving 948 shares worth $336K. The position accounts for 0.15% of the portfolio, ranked #63.

David J. Yvars Group first reported a position in TSLA in Q4 2020 and has held it in 23 quarters since. The position peaked at $479K in Q2 2026. 230 funds tracked by Wall St. Rank hold TSLA as of Q3 2026.

  • David J. Yvars Group held 948 shares of Tesla worth $336K as of Q3 2026.
  • David J. Yvars Group sold 190 Tesla shares in Q3 2026, an estimated $68K.
  • Tesla made up 0.15% of David J. Yvars Group's portfolio in Q3 2026, its #63 holding.
  • David J. Yvars Group first reported a position in Tesla in Q4 2020 and has held it in 23 quarters since.
  • David J. Yvars Group's Tesla position peaked at $479K in Q2 2026.
  • 230 funds tracked by Wall St. Rank held Tesla as of Q3 2026.

Based on David J. Yvars Group's 13F filing for Q3 2026, filed 9 Oct 2026.