Great Waters Wealth Management’s Tesla TSLA Stock Holding History

Great Waters 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 Q2	$1.85M	Sell	4,392 -64	-1%	-$25.5K	0.17%	28
2026 Q1	$1.66M	Buy	4,456 +10	+0.2%	+$4.12K	0.18%	31
2025 Q4	$2M	Buy	4,446 +604	+16%	+$268K	0.22%	25
2025 Q3	$1.71M	Buy	3,842 +133	+4%	+$46.1K	0.2%	27
2025 Q2	$1.18M	Buy	3,709 +91	+3%	+$27.4K	0.15%	36
2025 Q1	$938K	Sell	3,618 -702	-16%	-$234K	0.13%	44
2024 Q4	$1.74M	Buy	4,320 +780	+22%	+$251K	0.22%	28
2024 Q3	$926K	Buy	3,540 +286	+9%	+$65.2K	0.12%	44
2024 Q2	$644K	Buy	3,254 +180	+6%	+$31.5K	0.1%	55
2024 Q1	$540K	Buy	3,074 +208	+7%	+$40.6K	0.09%	57
2023 Q4	$683K	Sell	2,866 -174	-6%	-$41.4K	0.12%	52
2023 Q3	$792K	Buy	3,040 +36	+1%	+$9.25K	0.16%	48
2023 Q2	$786K	Buy	3,004 +17	+0.6%	+$3.4K	0.16%	46
2023 Q1	$493K	Buy	2,987 +95	+3%	+$16.6K	0.1%	59
2022 Q4	$418K	Buy	+2,892	New	+$548K	0.09%	65

Other funds holding TSLA

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Neumann Advisory (HK) Central, Hong Kong $356M AUM 37.48% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

UNICOM Systems Las Vegas, Nevada $1.53B AUM 148.94% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return