Instrumental Wealth’s Tesla TSLA Stock Holding History

Instrumental Wealth’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	$571K	Sell	1,609 -146	-8%	-$52.2K	0.28%	39
2026 Q2	$738K	Buy	1,755 +49	+3%	+$19.5K	0.37%	30
2026 Q1	$634K	Buy	1,706 +48	+3%	+$19.8K	0.39%	27
2025 Q4	$677K	Buy	1,658 +42	+3%	+$18.6K	0.41%	27
2025 Q3	$711K	Buy	1,616 +199	+14%	+$69K	0.5%	26
2025 Q2	$440K	Buy	1,417 +49	+4%	+$14.8K	0.35%	33
2025 Q1	$390K	Buy	1,368 +312	+30%	+$104K	0.35%	32
2024 Q4	$357K	Buy	1,056 +91	+9%	+$29.3K	0.34%	30
2024 Q3	$211K	Buy	+965	New	+$220K	0.21%	42
2024 Q1	–	Sell	-1,043	Closed	-$217K	–	45
2023 Q4	$217K	Buy	1,043 +20	+2%	+$4.75K	0.23%	35
2023 Q3	$261K	Buy	1,023 +154	+18%	+$39.6K	0.3%	27
2023 Q2	$236K	Buy	+869	New	+$174K	0.28%	28

Other funds holding TSLA

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Instrumental Wealth's TSLA Position: Q3 2026 in Review

Instrumental Wealth reduced its Tesla (TSLA) stake by 8.3% in Q3 2026, selling an estimated $52.2K and leaving 1,609 shares worth $571K. The position accounts for 0.28% of the portfolio, ranked #39.

Instrumental Wealth first reported a position in TSLA in Q2 2023 and has held it in 12 quarters since. The position peaked at $738K in Q2 2026. 2,627 funds tracked by Wall St. Rank hold TSLA as of Q3 2026.

Instrumental Wealth held 1,609 shares of Tesla worth $571K as of Q3 2026.
Instrumental Wealth sold 146 Tesla shares in Q3 2026, an estimated $52.2K.
Tesla made up 0.28% of Instrumental Wealth's portfolio in Q3 2026, its #39 holding.
Instrumental Wealth first reported a position in Tesla in Q2 2023 and has held it in 12 quarters since.
Instrumental Wealth's Tesla position peaked at $738K in Q2 2026.
2,627 funds tracked by Wall St. Rank held Tesla as of Q3 2026.

Based on Instrumental Wealth's 13F filing for Q3 2026, filed 20 Oct 2026.