Defined Wealth Management’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
$395K Buy
1,112
+63
+6% +$22.5K 0.2% 85
2026
Q2
$441K Buy
1,049
+127
+14% +$50.5K 0.23% 85
2026
Q1
$343K Buy
922
+87
+10% +$35.8K 0.2% 88
2025
Q4
$376K Buy
835
+93
+13% +$41.2K 0.22% 86
2025
Q3
$330K Buy
+742
New +$257K 0.19% 90
2025
Q1
– Sell
-559
Closed -$226K – 109
2024
Q4
$226K Buy
+559
New +$180K 0.15% 104
2021
Q1
– Sell
-252
Closed -$59K – 189
2020
Q4
$59K Buy
+252
New +$43K 0.06% 128

Other funds holding TSLA

Defined Wealth Management's TSLA Position: Q3 2026 in Review

Defined Wealth Management increased its Tesla (TSLA) stake by 6% in Q3 2026, buying an estimated $22.5K and bringing the position to 1,112 shares worth $395K. The position accounts for 0.2% of the portfolio, ranked #85.

Defined Wealth Management first reported a position in TSLA in Q4 2020 and has held it in 7 quarters since. The position peaked at $441K in Q2 2026. 988 funds tracked by Wall St. Rank hold TSLA as of Q3 2026.

  • Defined Wealth Management held 1,112 shares of Tesla worth $395K as of Q3 2026.
  • Defined Wealth Management bought 63 Tesla shares in Q3 2026, an estimated $22.5K.
  • Tesla made up 0.2% of Defined Wealth Management's portfolio in Q3 2026, its #85 holding.
  • Defined Wealth Management first reported a position in Tesla in Q4 2020 and has held it in 7 quarters since.
  • Defined Wealth Management's Tesla position peaked at $441K in Q2 2026.
  • 988 funds tracked by Wall St. Rank held Tesla as of Q3 2026.

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