Delap Wealth Advisory’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
$254K Sell
716
-4,061
-85% -$1.45M 0.09% 77
2026
Q2
$2.01M Hold
4,777
– – 0.68% 29
2026
Q1
$1.78M Sell
4,777
-2,522
-35% -$1.04M 0.67% 29
2025
Q4
$3.28M Buy
7,299
+6,599
+943% +$2.93M 1.27% 21
2025
Q3
$322K Hold
700
– – 0.14% 69
2025
Q2
$222K Sell
700
-2,598
-79% -$783K 0.11% 75
2025
Q1
$855K Sell
3,298
-340
-9% -$113K 0.48% 34
2024
Q4
$1.47M Buy
3,638
+2,637
+263% +$848K 0.88% 28
2024
Q3
$262K Sell
1,001
-292
-23% -$66.6K 0.17% 53
2024
Q2
$256K Sell
1,293
-3,284
-72% -$574K 0.12% 93
2024
Q1
$805K Buy
4,577
+3,536
+340% +$691K 0.33% 47
2023
Q4
$259K Buy
+1,041
New +$247K 0.12% 77

Other funds holding TSLA

Delap Wealth Advisory's TSLA Position: Q3 2026 in Review

Delap Wealth Advisory reduced its Tesla (TSLA) stake by 85% in Q3 2026, selling an estimated $1.45M and leaving 716 shares worth $254K. The position accounts for 0.09% of the portfolio, ranked #77.

Delap Wealth Advisory first reported a position in TSLA in Q4 2023 and has held it in 12 quarters since. The position peaked at $3.28M in Q4 2025. 1,934 funds tracked by Wall St. Rank hold TSLA as of Q3 2026.

  • Delap Wealth Advisory held 716 shares of Tesla worth $254K as of Q3 2026.
  • Delap Wealth Advisory sold 4,061 Tesla shares in Q3 2026, an estimated $1.45M.
  • Tesla made up 0.09% of Delap Wealth Advisory's portfolio in Q3 2026, its #77 holding.
  • Delap Wealth Advisory first reported a position in Tesla in Q4 2023 and has held it in 12 quarters since.
  • Delap Wealth Advisory's Tesla position peaked at $3.28M in Q4 2025.
  • 1,934 funds tracked by Wall St. Rank held Tesla as of Q3 2026.

Based on Delap Wealth Advisory's 13F filing for Q3 2026, filed 16 Oct 2026.