IMG Wealth Management
TSLA icon

IMG Wealth Management’s Tesla TSLA Stock Holding History

IMG 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 		$259K Buy
731
+147
+25% +$52.6K 0.13% 81
2026
Q2 		$246K Buy
584
+110
+23% +$43.7K 0.14% 89
2026
Q1 		$176K Sell
474
-276
-37% -$114K 0.11% 107
2025
Q4 		$337K Buy
750
+127
+20% +$56.3K 0.21% 62
2025
Q3 		$277K Buy
623
+416
+201% +$144K 0.19% 65
2025
Q2 		$65.8K Buy
207
+174
+527% +$52.4K 0.05% 138
2025
Q1 		$8.55K Buy
+33
New +$11K 0.01% 223

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

IMG Wealth Management's TSLA Position: Q3 2026 in Review

IMG Wealth Management increased its Tesla (TSLA) stake by 25% in Q3 2026, buying an estimated $52.6K and bringing the position to 731 shares worth $259K. The position accounts for 0.13% of the portfolio, ranked #81.

IMG Wealth Management first reported a position in TSLA in Q1 2025 and has held it in 7 quarters since. The position peaked at $337K in Q4 2025. 2,958 funds tracked by Wall St. Rank hold TSLA as of Q3 2026.

  • IMG Wealth Management held 731 shares of Tesla worth $259K as of Q3 2026.
  • IMG Wealth Management bought 147 Tesla shares in Q3 2026, an estimated $52.6K.
  • Tesla made up 0.13% of IMG Wealth Management's portfolio in Q3 2026, its #81 holding.
  • IMG Wealth Management first reported a position in Tesla in Q1 2025 and has held it in 7 quarters since.
  • IMG Wealth Management's Tesla position peaked at $337K in Q4 2025.
  • 2,958 funds tracked by Wall St. Rank held Tesla as of Q3 2026.

Based on IMG Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.