Grant Private Wealth Management
TSLA icon

Grant Private Wealth Management’s Tesla TSLA Stock Holding History

Grant Private 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 		$4.39M Sell
12,365
-1,375
-10% -$492K 1.97% 11
2026
Q2 		$5.78M Buy
13,740
+613
+5% +$244K 2.44% 9
2026
Q1 		$4.88M Buy
13,127
+1,312
+11% +$540K 2.59% 8
2025
Q4 		$5.31M Buy
11,815
+299
+3% +$133K 3.21% 7
2025
Q3 		$5.12M Buy
+11,516
New +$3.99M 3.16% 6
2025
Q2 		– Sell
-9,513
Closed -$2.47M – 139
2025
Q1 		$2.47M Buy
9,513
+589
+7% +$196K 2.66% 6
2024
Q4 		$3.6M Buy
+8,924
New +$2.87M 3.89% 5

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
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

Grant Private Wealth Management's TSLA Position: Q3 2026 in Review

Grant Private Wealth Management reduced its Tesla (TSLA) stake by 10% in Q3 2026, selling an estimated $492K and leaving 12,365 shares worth $4.39M. The position accounts for 1.97% of the portfolio, ranked #11.

Grant Private Wealth Management first reported a position in TSLA in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.78M in Q2 2026. 3,010 funds tracked by Wall St. Rank hold TSLA as of Q3 2026.

  • Grant Private Wealth Management held 12,365 shares of Tesla worth $4.39M as of Q3 2026.
  • Grant Private Wealth Management sold 1,375 Tesla shares in Q3 2026, an estimated $492K.
  • Tesla made up 1.97% of Grant Private Wealth Management's portfolio in Q3 2026, its #11 holding.
  • Grant Private Wealth Management first reported a position in Tesla in Q4 2024 and has held it in 7 quarters since.
  • Grant Private Wealth Management's Tesla position peaked at $5.78M in Q2 2026.
  • 3,010 funds tracked by Wall St. Rank held Tesla as of Q3 2026.

Based on Grant Private Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.