Dougherty Wealth Advisers
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Dougherty Wealth Advisers’s Tesla TSLA Stock Holding History

Dougherty Wealth Advisers’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 		$291K Buy
819
+249
+44% +$89.1K 0.16% 37
2026
Q2 		$240K Hold
570
– – 0.13% 46
2026
Q1 		$212K Hold
570
– – 0.13% 44
2025
Q4 		$256K Hold
570
– – 0.14% 41
2025
Q3 		$253K Hold
570
– – 0.16% 33
2025
Q2 		$181K Buy
570
+20
+4% +$6.03K 0.12% 39
2025
Q1 		$143K Hold
550
– – 0.11% 47
2024
Q4 		$222K Buy
+550
New +$177K 0.17% 38

Other funds holding TSLA

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Dougherty Wealth Advisers's TSLA Position: Q3 2026 in Review

Dougherty Wealth Advisers increased its Tesla (TSLA) stake by 44% in Q3 2026, buying an estimated $89.1K and bringing the position to 819 shares worth $291K. The position accounts for 0.16% of the portfolio, ranked #37.

Dougherty Wealth Advisers first reported a position in TSLA in Q4 2024 and has held it in 8 quarters since. 3,020 funds tracked by Wall St. Rank hold TSLA as of Q3 2026.

  • Dougherty Wealth Advisers held 819 shares of Tesla worth $291K as of Q3 2026.
  • Dougherty Wealth Advisers bought 249 Tesla shares in Q3 2026, an estimated $89.1K.
  • Tesla made up 0.16% of Dougherty Wealth Advisers's portfolio in Q3 2026, its #37 holding.
  • Dougherty Wealth Advisers first reported a position in Tesla in Q4 2024 and has held it in 8 quarters since.
  • 3,020 funds tracked by Wall St. Rank held Tesla as of Q3 2026.

Based on Dougherty Wealth Advisers's 13F filing for Q3 2026, filed 2 Nov 2026.