Herold Advisors
TSLA icon

Herold Advisors’s Tesla TSLA Stock Holding History

Herold 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 		$3.72M Buy
10,488
+208
+2% +$74.4K 0.73% 36
2026
Q2 		$4.32M Buy
10,280
+159
+2% +$63.2K 0.85% 28
2026
Q1 		$3.76M Buy
10,121
+576
+6% +$237K 0.83% 34
2025
Q4 		$4.29M Sell
9,545
-1,205
-11% -$534K 0.96% 23
2025
Q3 		$4.78M Sell
10,750
-346
-3% -$120K 1.11% 21
2025
Q2 		$3.52M Buy
11,096
+1,162
+12% +$350K 0.74% 32
2025
Q1 		$2.58M Sell
9,934
-2,066
-17% -$689K 0.57% 49
2024
Q4 		$4.85M Sell
12,000
-148
-1% -$47.6K 1.06% 21
2024
Q3 		$3.18M Buy
12,148
+845
+7% +$193K 0.69% 36
2024
Q2 		$2.24M Buy
11,303
+279
+3% +$48.8K 0.52% 52
2024
Q1 		$1.94M Buy
11,024
+2,971
+37% +$580K 0.47% 59
2023
Q4 		$2M Sell
8,053
-4
-0% -$951 0.55% 53
2023
Q3 		$2.02M Sell
8,057
-406
-5% -$104K 0.61% 46
2023
Q2 		$2.22M Buy
8,463
+186
+2% +$37.2K 0.68% 40
2023
Q1 		$1.72M Buy
8,277
+877
+12% +$153K 0.59% 48
2022
Q4 		$912K Buy
7,400
+1,650
+29% +$312K 0.39% 80
2022
Q3 		$1.52M Buy
5,750
+245
+4% +$68.4K 0.73% 45
2022
Q2 		$1.24M Buy
5,505
+330
+6% +$90.1K 0.55% 65
2022
Q1 		$1.86M Buy
5,175
+105
+2% +$32.7K 0.66% 45
2021
Q4 		$1.78M Buy
5,070
+60
+1% +$20.1K 0.69% 47
2021
Q3 		$1.3M Buy
+5,010
New +$1.18M 0.5% 66

Other funds holding TSLA

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Hyperion Asset Management
Hyperion Asset Management Brisbane, Australia $3.66B AUM 10.02% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Sloy Dahl & Holst
Sloy Dahl & Holst Vancouver, Washington $693M AUM 4.8% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
IFM Investors
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
Zevenbergen Capital Investments
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return

Herold Advisors's TSLA Position: Q3 2026 in Review

Herold Advisors increased its Tesla (TSLA) stake by 2% in Q3 2026, buying an estimated $74.4K and bringing the position to 10,488 shares worth $3.72M. The position accounts for 0.73% of the portfolio, ranked #36.

Herold Advisors first reported a position in TSLA in Q3 2021 and has held it in 21 quarters since. The position peaked at $4.85M in Q4 2024. 1,170 funds tracked by Wall St. Rank hold TSLA as of Q3 2026.

  • Herold Advisors held 10,488 shares of Tesla worth $3.72M as of Q3 2026.
  • Herold Advisors bought 208 Tesla shares in Q3 2026, an estimated $74.4K.
  • Tesla made up 0.73% of Herold Advisors's portfolio in Q3 2026, its #36 holding.
  • Herold Advisors first reported a position in Tesla in Q3 2021 and has held it in 21 quarters since.
  • Herold Advisors's Tesla position peaked at $4.85M in Q4 2024.
  • 1,170 funds tracked by Wall St. Rank held Tesla as of Q3 2026.

Based on Herold Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.