GWWM
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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
Q3 		$1.39M Sell
3,910
-482
-11% -$172K 0.12% 39
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

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 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
US
UNICOM Systems Las Vegas, Nevada $1.46B AUM 70.54% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
AF
Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Great Waters Wealth Management's TSLA Position: Q3 2026 in Review

Great Waters Wealth Management reduced its Tesla (TSLA) stake by 11% in Q3 2026, selling an estimated $172K and leaving 3,910 shares worth $1.39M. The position accounts for 0.12% of the portfolio, ranked #39.

Great Waters Wealth Management first reported a position in TSLA in Q4 2022 and has held it in 16 quarters since. The position peaked at $2M in Q4 2025. 489 funds tracked by Wall St. Rank hold TSLA as of Q3 2026.

  • Great Waters Wealth Management held 3,910 shares of Tesla worth $1.39M as of Q3 2026.
  • Great Waters Wealth Management sold 482 Tesla shares in Q3 2026, an estimated $172K.
  • Tesla made up 0.12% of Great Waters Wealth Management's portfolio in Q3 2026, its #39 holding.
  • Great Waters Wealth Management first reported a position in Tesla in Q4 2022 and has held it in 16 quarters since.
  • Great Waters Wealth Management's Tesla position peaked at $2M in Q4 2025.
  • 489 funds tracked by Wall St. Rank held Tesla as of Q3 2026.

Based on Great Waters Wealth Management's 13F filing for Q3 2026, filed 7 Oct 2026.