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ERTS Wealth Advisors’s Tesla TSLA Stock Holding History

ERTS Wealth Advisors’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 		$319K Hold
900
– – 0.09% 26
2026
Q2 		$379K Buy
900
+100
+13% +$39.8K 0.11% 27
2026
Q1 		$297K Hold
800
– – 0.09% 26
2025
Q4 		$360K Hold
800
– – 0.11% 25
2025
Q3 		$356K Buy
+800
New +$277K 0.11% 25
2025
Q1 		– Sell
-650
Closed -$262K – 85
2024
Q4 		$262K Buy
+650
New +$209K 0.05% 77

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
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
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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

ERTS Wealth Advisors's TSLA Position: Q3 2026 in Review

ERTS Wealth Advisors held its Tesla (TSLA) position steady in Q3 2026 at 900 shares worth $319K. The position accounts for 0.09% of the portfolio, ranked #26.

ERTS Wealth Advisors first reported a position in TSLA in Q4 2024 and has held it in 6 quarters since. The position peaked at $379K in Q2 2026. 2,796 funds tracked by Wall St. Rank hold TSLA as of Q3 2026.

  • ERTS Wealth Advisors held 900 shares of Tesla worth $319K as of Q3 2026.
  • ERTS Wealth Advisors left its Tesla share count unchanged in Q3 2026.
  • Tesla made up 0.09% of ERTS Wealth Advisors's portfolio in Q3 2026, its #26 holding.
  • ERTS Wealth Advisors first reported a position in Tesla in Q4 2024 and has held it in 6 quarters since.
  • ERTS Wealth Advisors's Tesla position peaked at $379K in Q2 2026.
  • 2,796 funds tracked by Wall St. Rank held Tesla as of Q3 2026.

Based on ERTS Wealth Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.