High Net Worth Advisory Group
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High Net Worth Advisory Group’s Tesla TSLA Stock Holding History

High Net Worth Advisory Group’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 		$2.17M Sell
6,128
-26
-0.4% -$9.3K 0.46% 53
2026
Q2 		$2.59M Sell
6,154
-828
-12% -$329K 0.55% 49
2026
Q1 		$2.6M Buy
6,982
+205
+3% +$84.4K 0.61% 42
2025
Q4 		$3.05M Buy
6,777
+319
+5% +$141K 0.7% 39
2025
Q3 		$2.87M Buy
6,458
+856
+15% +$297K 0.69% 40
2025
Q2 		$1.78M Buy
5,602
+409
+8% +$123K 0.47% 50
2025
Q1 		$1.35M Buy
5,193
+389
+8% +$130K 0.38% 63
2024
Q4 		$1.94M Buy
4,804
+236
+5% +$75.9K 0.54% 48
2024
Q3 		$1.2M Sell
4,568
-357
-7% -$81.4K 0.33% 68
2024
Q2 		$975K Sell
4,925
-1,598
-24% -$279K 0.3% 75
2024
Q1 		$1.15M Sell
6,523
-1,272
-16% -$249K 0.36% 65
2023
Q4 		$1.94M Sell
7,795
-86
-1% -$20.4K 0.72% 36
2023
Q3 		$1.97M Buy
7,881
+500
+7% +$128K 0.79% 33
2023
Q2 		$1.93M Sell
7,381
-106
-1% -$21.2K 0.75% 35
2023
Q1 		$1.55M Buy
7,487
+1,508
+25% +$263K 0.63% 42
2022
Q4 		$736K Buy
5,979
+137
+2% +$25.9K 0.29% 90
2022
Q3 		$1.55M Sell
5,842
-1,577
-21% -$440K 0.66% 39
2022
Q2 		$1.66M Buy
7,419
+3,366
+83% +$919K 0.69% 39
2022
Q1 		$1.46M Sell
4,053
-1,209
-23% -$377K 0.53% 49
2021
Q4 		$1.85M Buy
+5,262
New +$1.76M 0.65% 37

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
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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

High Net Worth Advisory Group's TSLA Position: Q3 2026 in Review

High Net Worth Advisory Group reduced its Tesla (TSLA) stake by 0.42% in Q3 2026, selling an estimated $9.3K and leaving 6,128 shares worth $2.17M. The position accounts for 0.46% of the portfolio, ranked #53.

High Net Worth Advisory Group first reported a position in TSLA in Q4 2021 and has held it in 20 quarters since. The position peaked at $3.05M in Q4 2025. 2,958 funds tracked by Wall St. Rank hold TSLA as of Q3 2026.

  • High Net Worth Advisory Group held 6,128 shares of Tesla worth $2.17M as of Q3 2026.
  • High Net Worth Advisory Group sold 26 Tesla shares in Q3 2026, an estimated $9.3K.
  • Tesla made up 0.46% of High Net Worth Advisory Group's portfolio in Q3 2026, its #53 holding.
  • High Net Worth Advisory Group first reported a position in Tesla in Q4 2021 and has held it in 20 quarters since.
  • High Net Worth Advisory Group's Tesla position peaked at $3.05M in Q4 2025.
  • 2,958 funds tracked by Wall St. Rank held Tesla as of Q3 2026.

Based on High Net Worth Advisory Group's 13F filing for Q3 2026, filed 26 Oct 2026.