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Insight Wealth Strategies’s Tesla TSLA Stock Holding History

Insight Wealth Strategies’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 		$991K Buy
2,794
+22
+0.8% +$7.87K 0.1% 106
2026
Q2 		$1.18M Sell
2,772
-3
-0.1% -$1.19K 0.12% 102
2026
Q1 		$1.03M Buy
2,775
+63
+2% +$26K 0.12% 110
2025
Q4 		$1.22M Buy
2,712
+3
+0.1% +$1.33K 0.14% 101
2025
Q3 		$1.2M Sell
2,709
-48
-2% -$16.6K 0.14% 100
2025
Q2 		$829K Sell
2,757
-106
-4% -$31.9K 0.1% 106
2025
Q1 		$742K Buy
2,863
+143
+5% +$47.7K 0.1% 107
2024
Q4 		$1.1M Sell
2,720
-10
-0.4% -$3.22K 0.15% 103
2024
Q3 		$714K Sell
2,730
-75
-3% -$17.1K 0.09% 120
2024
Q2 		$555K Buy
2,805
+104
+4% +$18.2K 0.08% 126
2024
Q1 		$475K Buy
2,701
+23
+0.9% +$4.49K 0.07% 135
2023
Q4 		$665K Sell
2,678
-84
-3% -$20K 0.11% 122
2023
Q3 		$691K Buy
2,762
+33
+1% +$8.48K 0.13% 109
2023
Q2 		$714K Sell
2,729
-30
-1% -$6K 0.14% 103
2023
Q1 		$572K Buy
2,759
+75
+3% +$13.1K 0.11% 103
2022
Q4 		$331K Buy
2,684
+1,811
+207% +$343K 0.06% 118
2022
Q3 		$588K Sell
873
-1,746
-67% -$488K 0.11% 110
2022
Q2 		$588K Buy
2,619
+30
+1% +$8.19K 0.11% 110
2022
Q1 		$930K Buy
2,589
+9
+0.3% +$2.8K 0.14% 106
2021
Q4 		$909K Sell
2,580
-12
-0.5% -$4.03K 0.13% 104
2021
Q3 		$670K Buy
2,592
+36
+1% +$8.47K 0.09% 132
2021
Q2 		$579K Sell
2,556
-57
-2% -$12.4K 0.08% 136
2021
Q1 		$582K Buy
2,613
+3
+0.1% +$753 0.08% 136
2020
Q4 		$614K Hold
2,610
– – 0.1% 102
2020
Q3 		$373K Buy
+2,610
New +$308K 0.07% 124

Other funds holding TSLA

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
NAH
Neumann Advisory (HK) Central, Hong Kong $314M AUM 9.99% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
S
Systrade Vaduz, Liechtenstein $197M AUM 31.1% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Insight Wealth Strategies's TSLA Position: Q3 2026 in Review

Insight Wealth Strategies increased its Tesla (TSLA) stake by 0.79% in Q3 2026, buying an estimated $7.87K and bringing the position to 2,794 shares worth $991K. The position accounts for 0.1% of the portfolio, ranked #106.

Insight Wealth Strategies first reported a position in TSLA in Q3 2020 and has held it in 25 quarters since. The position peaked at $1.22M in Q4 2025. 230 funds tracked by Wall St. Rank hold TSLA as of Q3 2026.

  • Insight Wealth Strategies held 2,794 shares of Tesla worth $991K as of Q3 2026.
  • Insight Wealth Strategies bought 22 Tesla shares in Q3 2026, an estimated $7.87K.
  • Tesla made up 0.1% of Insight Wealth Strategies's portfolio in Q3 2026, its #106 holding.
  • Insight Wealth Strategies first reported a position in Tesla in Q3 2020 and has held it in 25 quarters since.
  • Insight Wealth Strategies's Tesla position peaked at $1.22M in Q4 2025.
  • 230 funds tracked by Wall St. Rank held Tesla as of Q3 2026.

Based on Insight Wealth Strategies's 13F filing for Q3 2026, filed 9 Oct 2026.