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Elevation Wealth Partners’s Tesla TSLA Stock Holding History

Elevation Wealth Partners’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 		$2.16M Sell
6,098
-69
-1% -$24.7K 0.61% 33
2026
Q2 		$2.59M Sell
6,167
-405
-6% -$161K 0.78% 28
2026
Q1 		$2.44M Sell
6,572
-1,456
-18% -$600K 0.88% 27
2025
Q4 		$3.61M Buy
8,028
+279
+4% +$124K 1.28% 19
2025
Q3 		$3.45M Sell
7,749
-1,058
-12% -$367K 1.24% 19
2025
Q2 		$2.8M Buy
8,807
+316
+4% +$95.2K 1.1% 26
2025
Q1 		$2.2M Sell
8,491
-39
-0.5% -$13K 0.95% 28
2024
Q4 		$3.44M Buy
8,530
+2,336
+38% +$752K 1.46% 16
2024
Q3 		$1.62M Sell
6,194
-15
-0.2% -$3.42K 0.7% 30
2024
Q2 		$1.23M Buy
6,209
+336
+6% +$58.7K 0.58% 37
2024
Q1 		$1.03M Buy
5,873
+460
+8% +$89.9K 0.52% 38
2023
Q4 		$1.35M Buy
5,413
+117
+2% +$27.8K 0.81% 25
2023
Q3 		$1.33M Hold
5,296
– – 1.14% 17
2023
Q2 		$1.39M Sell
5,296
-100
-2% -$20K 1.17% 17
2023
Q1 		$1.12M Buy
+5,396
New +$941K 1.02% 20

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

Elevation Wealth Partners's TSLA Position: Q3 2026 in Review

Elevation Wealth Partners reduced its Tesla (TSLA) stake by 1.1% in Q3 2026, selling an estimated $24.7K and leaving 6,098 shares worth $2.16M. The position accounts for 0.61% of the portfolio, ranked #33.

Elevation Wealth Partners first reported a position in TSLA in Q1 2023 and has held it in 15 quarters since. The position peaked at $3.61M in Q4 2025. 230 funds tracked by Wall St. Rank hold TSLA as of Q3 2026.

  • Elevation Wealth Partners held 6,098 shares of Tesla worth $2.16M as of Q3 2026.
  • Elevation Wealth Partners sold 69 Tesla shares in Q3 2026, an estimated $24.7K.
  • Tesla made up 0.61% of Elevation Wealth Partners's portfolio in Q3 2026, its #33 holding.
  • Elevation Wealth Partners first reported a position in Tesla in Q1 2023 and has held it in 15 quarters since.
  • Elevation Wealth Partners's Tesla position peaked at $3.61M in Q4 2025.
  • 230 funds tracked by Wall St. Rank held Tesla as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.