Helium Advisors
TSLA icon

Helium Advisors’s Tesla TSLA Stock Holding History

Helium 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 		$500K Sell
1,409
-79
-5% -$28.3K 0.43% 49
2026
Q2 		$626K Sell
1,488
-5
-0.3% -$1.99K 0.52% 47
2026
Q1 		$555K Buy
1,493
+362
+32% +$149K 0.53% 46
2025
Q4 		$508K Sell
1,131
-172
-13% -$76.2K 0.51% 44
2025
Q3 		$579K Sell
1,303
-66
-5% -$22.9K 0.48% 41
2025
Q2 		$435K Buy
1,369
+239
+21% +$72K 0.27% 56
2025
Q1 		$293K Sell
1,130
-431
-28% -$144K 0.21% 71
2024
Q4 		$630K Buy
+1,561
New +$502K 0.5% 38

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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Helium Advisors's TSLA Position: Q3 2026 in Review

Helium Advisors reduced its Tesla (TSLA) stake by 5.3% in Q3 2026, selling an estimated $28.3K and leaving 1,409 shares worth $500K. The position accounts for 0.43% of the portfolio, ranked #49.

Helium Advisors first reported a position in TSLA in Q4 2024 and has held it in 8 quarters since. The position peaked at $630K in Q4 2024. 2,608 funds tracked by Wall St. Rank hold TSLA as of Q3 2026.

  • Helium Advisors held 1,409 shares of Tesla worth $500K as of Q3 2026.
  • Helium Advisors sold 79 Tesla shares in Q3 2026, an estimated $28.3K.
  • Tesla made up 0.43% of Helium Advisors's portfolio in Q3 2026, its #49 holding.
  • Helium Advisors first reported a position in Tesla in Q4 2024 and has held it in 8 quarters since.
  • Helium Advisors's Tesla position peaked at $630K in Q4 2024.
  • 2,608 funds tracked by Wall St. Rank held Tesla as of Q3 2026.

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