DWR Wealth Management
TSLA icon

DWR Wealth Management’s Tesla TSLA Stock Holding History

DWR Wealth Management’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 		$294K Buy
834
+78
+10% +$27.9K 0.2% 46
2026
Q2 		$311K Buy
756
+10
+1% +$3.98K 0.23% 43
2026
Q1 		$265K Buy
746
+3
+0.4% +$1.24K 0.23% 43
2025
Q4 		$338K Buy
+743
New +$329K 0.31% 41

Other funds holding TSLA

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
Amundi
Amundi Paris, France $496B AUM 35.36% 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
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

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

DWR Wealth Management increased its Tesla (TSLA) stake by 10% in Q3 2026, buying an estimated $27.9K and bringing the position to 834 shares worth $294K. The position accounts for 0.2% of the portfolio, ranked #46.

DWR Wealth Management first reported a position in TSLA in Q4 2025 and has held it in 4 quarters since. The position peaked at $338K in Q4 2025. 2,608 funds tracked by Wall St. Rank hold TSLA as of Q3 2026.

  • DWR Wealth Management held 834 shares of Tesla worth $294K as of Q3 2026.
  • DWR Wealth Management bought 78 Tesla shares in Q3 2026, an estimated $27.9K.
  • Tesla made up 0.2% of DWR Wealth Management's portfolio in Q3 2026, its #46 holding.
  • DWR Wealth Management first reported a position in Tesla in Q4 2025 and has held it in 4 quarters since.
  • DWR Wealth Management's Tesla position peaked at $338K in Q4 2025.
  • 2,608 funds tracked by Wall St. Rank held Tesla as of Q3 2026.

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