IBEX Wealth Advisors
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IBEX Wealth Advisors’s Tesla TSLA Stock Holding History

IBEX Wealth 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 		$2.58M Buy
7,265
+875
+14% +$313K 0.2% 78
2026
Q2 		$2.69M Sell
6,390
-171
-3% -$68K 0.21% 82
2026
Q1 		$2.44M Sell
6,561
-2,661
-29% -$1.1M 0.23% 75
2025
Q4 		$4.15M Buy
9,222
+1,457
+19% +$646K 0.41% 74
2025
Q3 		$3.45M Sell
7,765
-2,310
-23% -$801K 0.33% 78
2025
Q2 		$3.2M Buy
10,075
+1,773
+21% +$534K 0.34% 73
2025
Q1 		$2.15M Sell
8,302
-1,698
-17% -$566K 0.28% 74
2024
Q4 		$4.04M Sell
10,000
-1,835
-16% -$590K 0.48% 65
2024
Q3 		$1.49M Buy
11,835
+2,152
+22% +$491K 0.41% 54
2024
Q2 		$1.92M Buy
9,683
+1,645
+20% +$287K 0.3% 72
2024
Q1 		$990K Sell
8,038
-962
-11% -$188K 0.27% 68
2023
Q4 		$2.34M Buy
9,000
+190
+2% +$45.2K 0.51% 61
2023
Q3 		$2.2M Buy
+8,810
New +$2.26M 0.56% 57
2023
Q1 		$1.67M Hold
8,038
– – 0.43% 63
2022
Q4 		$990K Buy
8,038
+508
+7% +$96.2K 0.22% 91
2022
Q3 		$2M Hold
7,530
– – 0.52% 66
2022
Q2 		$1.69M Sell
7,530
-4,941
-40% -$1.35M 0.39% 85
2022
Q1 		$4.48M Sell
12,471
-765
-6% -$238K 0.86% 42
2021
Q4 		$4.66M Buy
13,236
+582
+5% +$195K 0.83% 43
2021
Q3 		$3.27M Buy
12,654
+6,267
+98% +$1.48M 0.63% 66
2021
Q2 		$1.45M Buy
+6,387
New +$1.39M 0.29% 99
2018
Q1 		– Sell
-24,705
Closed -$554K – 116
2017
Q4 		$554K Hold
24,705
– – 0.25% 69
2017
Q3 		$565K Hold
24,705
– – 0.21% 93
2017
Q2 		$520K Buy
+24,705
New +$544K 0.2% 95

Other funds holding TSLA

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $77.1B AUM 11.99% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

IBEX Wealth Advisors's TSLA Position: Q3 2026 in Review

IBEX Wealth Advisors increased its Tesla (TSLA) stake by 14% in Q3 2026, buying an estimated $313K and bringing the position to 7,265 shares worth $2.58M. The position accounts for 0.2% of the portfolio, ranked #78.

IBEX Wealth Advisors first reported a position in TSLA in Q2 2017 and has held it in 24 quarters since. The position peaked at $4.66M in Q4 2021. 3,152 funds tracked by Wall St. Rank hold TSLA as of Q3 2026.

  • IBEX Wealth Advisors held 7,265 shares of Tesla worth $2.58M as of Q3 2026.
  • IBEX Wealth Advisors bought 875 Tesla shares in Q3 2026, an estimated $313K.
  • Tesla made up 0.2% of IBEX Wealth Advisors's portfolio in Q3 2026, its #78 holding.
  • IBEX Wealth Advisors first reported a position in Tesla in Q2 2017 and has held it in 24 quarters since.
  • IBEX Wealth Advisors's Tesla position peaked at $4.66M in Q4 2021.
  • 3,152 funds tracked by Wall St. Rank held Tesla as of Q3 2026.

Based on IBEX Wealth Advisors's 13F filing for Q3 2026, filed 6 Nov 2026.