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Independent Wealth Network’s Tesla TSLA Stock Holding History

Independent Wealth Network’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 		$1.47M Sell
4,139
-109
-3% -$39K 0.37% 73
2026
Q2 		$1.79M Buy
4,248
+421
+11% +$167K 0.45% 51
2026
Q1 		$1.42M Buy
3,827
+126
+3% +$51.9K 0.42% 61
2025
Q4 		$1.66M Buy
3,701
+39
+1% +$17.3K 0.51% 44
2025
Q3 		$1.63M Sell
3,662
-218
-6% -$75.6K 0.52% 45
2025
Q2 		$1.23M Buy
3,880
+515
+15% +$155K 0.45% 54
2025
Q1 		$872K Sell
3,365
-16
-0.5% -$5.33K 0.35% 78
2024
Q4 		$1.37M Buy
3,381
+1,473
+77% +$474K 0.55% 41
2024
Q3 		$499K Buy
1,908
+414
+28% +$94.4K 0.22% 117
2024
Q2 		$296K Buy
1,494
+81
+6% +$14.2K 0.14% 171
2024
Q1 		$248K Buy
1,413
+90
+7% +$17.6K 0.12% 183
2023
Q4 		$329K Buy
1,323
+101
+8% +$24K 0.17% 138
2023
Q3 		$306K Buy
1,222
+165
+16% +$42.4K 0.19% 132
2023
Q2 		$277K Buy
1,057
+50
+5% +$10K 0.17% 155
2023
Q1 		$209K Buy
+1,007
New +$176K 0.13% 178
2022
Q4 		– Sell
-998
Closed -$265K – 202
2022
Q3 		$265K Buy
+998
New +$279K 0.21% 130
2022
Q2 		– Sell
-921
Closed -$331K – 214
2022
Q1 		$331K Buy
921
+204
+28% +$63.5K 0.21% 127
2021
Q4 		$253K Sell
717
-12
-2% -$4.02K 0.16% 162
2021
Q3 		$295K Buy
+729
New +$172K 0.19% 135

Other funds holding TSLA

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
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
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Independent Wealth Network's TSLA Position: Q3 2026 in Review

Independent Wealth Network reduced its Tesla (TSLA) stake by 2.6% in Q3 2026, selling an estimated $39K and leaving 4,139 shares worth $1.47M. The position accounts for 0.37% of the portfolio, ranked #73.

Independent Wealth Network first reported a position in TSLA in Q3 2021 and has held it in 19 quarters since. The position peaked at $1.79M in Q2 2026. 3,717 funds tracked by Wall St. Rank hold TSLA as of Q3 2026.

  • Independent Wealth Network held 4,139 shares of Tesla worth $1.47M as of Q3 2026.
  • Independent Wealth Network sold 109 Tesla shares in Q3 2026, an estimated $39K.
  • Tesla made up 0.37% of Independent Wealth Network's portfolio in Q3 2026, its #73 holding.
  • Independent Wealth Network first reported a position in Tesla in Q3 2021 and has held it in 19 quarters since.
  • Independent Wealth Network's Tesla position peaked at $1.79M in Q2 2026.
  • 3,717 funds tracked by Wall St. Rank held Tesla as of Q3 2026.

Based on Independent Wealth Network's 13F filing for Q3 2026, filed 19 Oct 2026.