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Gradient Investments’s Tesla TSLA Stock Holding History

Gradient Investments’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 		$1.7M Sell
4,793
-3,606
-43% -$1.29M 0.02% 277
2026
Q2 		$3.53M Buy
8,399
+202
+2% +$80.3K 0.05% 217
2026
Q1 		$3.05M Sell
8,197
-467
-5% -$192K 0.05% 222
2025
Q4 		$3.9M Sell
8,664
-120
-1% -$53.2K 0.06% 174
2025
Q3 		$3.91M Sell
8,784
-92
-1% -$31.9K 0.07% 172
2025
Q2 		$2.82M Buy
8,876
+516
+6% +$155K 0.05% 175
2025
Q1 		$2.17M Sell
8,360
-4,254
-34% -$1.42M 0.04% 174
2024
Q4 		$5.09M Buy
12,614
+1,048
+9% +$337K 0.1% 149
2024
Q3 		$3.03M Buy
11,566
+2,631
+29% +$600K 0.06% 153
2024
Q2 		$1.77M Buy
8,935
+860
+11% +$150K 0.04% 174
2024
Q1 		$1.42M Sell
8,075
-2,254
-22% -$440K 0.03% 176
2023
Q4 		$2.57M Buy
10,329
+5,666
+122% +$1.35M 0.06% 164
2023
Q3 		$1.17M Sell
4,663
-1,127
-19% -$289K 0.03% 172
2023
Q2 		$1.52M Sell
5,790
-3,330
-37% -$666K 0.04% 166
2023
Q1 		$1.89M Buy
9,120
+2,511
+38% +$438K 0.05% 159
2022
Q4 		$814K Buy
6,609
+3,266
+98% +$618K 0.03% 192
2022
Q3 		$887K Sell
3,343
-176
-5% -$49.2K 0.03% 184
2022
Q2 		$790K Buy
3,519
+378
+12% +$103K 0.02% 191
2022
Q1 		$1.13M Sell
3,141
-417
-12% -$130K 0.03% 174
2021
Q4 		$1.25M Buy
3,558
+888
+33% +$298K 0.03% 167
2021
Q3 		$690K Buy
2,670
+879
+49% +$207K 0.02% 190
2021
Q2 		$405K Sell
1,791
-150
-8% -$32.6K 0.01% 234
2021
Q1 		$432K Sell
1,941
-303
-14% -$76.1K 0.01% 234
2020
Q4 		$321K Hold
2,244
– – 0.01% 227
2020
Q3 		$321K Buy
2,244
+1,569
+232% +$185K 0.01% 227
2020
Q2 		$48K Sell
675
-795
-54% -$43K ﹤0.01% 392
2020
Q1 		$51K Sell
1,470
-660
-31% -$27.4K ﹤0.01% 347
2019
Q4 		$59K Buy
2,130
+1,500
+238% +$32.5K ﹤0.01% 370
2019
Q3 		$10K Sell
630
-120
-16% -$1.88K ﹤0.01% 672
2019
Q2 		$11K Buy
750
+600
+400% +$9.34K ﹤0.01% 633
2019
Q1 		$3K Sell
150
-1,170
-89% -$23.5K ﹤0.01% 723
2018
Q4 		$29K Buy
1,320
+1,245
+1,660% +$26.8K ﹤0.01% 410
2018
Q3 		$1K Buy
+75
New +$1.56K ﹤0.01% 939
2018
Q2 		– Sell
-90
Closed -$2K – 1143
2018
Q1 		$2K Sell
90
-60
-40% -$1.32K ﹤0.01% 846
2017
Q4 		$3K Buy
+150
New +$3.26K ﹤0.01% 771
2017
Q2 		– Sell
-3,000
Closed -$56K – 906
2017
Q1 		$56K Sell
3,000
-375
-11% -$6.34K ﹤0.01% 300
2016
Q4 		$48K Buy
3,375
+375
+13% +$4.93K ﹤0.01% 269
2016
Q3 		$41K Hold
3,000
– – ﹤0.01% 276
2016
Q2 		$42K Sell
3,000
-150
-5% -$2.27K ﹤0.01% 271
2016
Q1 		$48K Buy
3,150
+150
+5% +$1.97K 0.01% 252
2015
Q4 		$48K Buy
+3,000
New +$44.9K 0.01% 254
2014
Q1 		– Sell
-32,655
Closed -$327K – 627
2013
Q4 		$327K Buy
+32,655
New +$333K 0.09% 128

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

Gradient Investments's TSLA Position: Q3 2026 in Review

Gradient Investments reduced its Tesla (TSLA) stake by 43% in Q3 2026, selling an estimated $1.29M and leaving 4,793 shares worth $1.7M. The position accounts for 0.02% of the portfolio, ranked #277.

Gradient Investments first reported a position in TSLA in Q4 2013 and has held it in 42 quarters since. The position peaked at $5.09M in Q4 2024. 230 funds tracked by Wall St. Rank hold TSLA as of Q3 2026.

  • Gradient Investments held 4,793 shares of Tesla worth $1.7M as of Q3 2026.
  • Gradient Investments sold 3,606 Tesla shares in Q3 2026, an estimated $1.29M.
  • Tesla made up 0.02% of Gradient Investments's portfolio in Q3 2026, its #277 holding.
  • Gradient Investments first reported a position in Tesla in Q4 2013 and has held it in 42 quarters since.
  • Gradient Investments's Tesla position peaked at $5.09M in Q4 2024.
  • 230 funds tracked by Wall St. Rank held Tesla as of Q3 2026.

Based on Gradient Investments's 13F filing for Q3 2026, filed 8 Oct 2026.