JDH Wealth Management
TSLA icon

JDH Wealth Management’s Tesla TSLA Stock Holding History

JDH 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 		$578K Buy
1,630
+42
+3% +$15K 0.35% 35
2026
Q2 		$668K Buy
1,588
+18
+1% +$7.16K 0.41% 31
2026
Q1 		$584K Buy
1,570
+11
+0.7% +$4.53K 0.39% 33
2025
Q4 		$701K Hold
1,559
– – 0.48% 28
2025
Q3 		$693K Sell
1,559
-30
-2% -$10.4K 0.49% 29
2025
Q2 		$505K Buy
1,589
+127
+9% +$38.3K 0.39% 32
2025
Q1 		$379K Buy
1,462
+13
+0.9% +$4.33K 0.33% 32
2024
Q4 		$585K Buy
+1,449
New +$466K 0.51% 25

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

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

JDH Wealth Management increased its Tesla (TSLA) stake by 2.6% in Q3 2026, buying an estimated $15K and bringing the position to 1,630 shares worth $578K. The position accounts for 0.35% of the portfolio, ranked #35.

JDH Wealth Management first reported a position in TSLA in Q4 2024 and has held it in 8 quarters since. The position peaked at $701K in Q4 2025. 2,958 funds tracked by Wall St. Rank hold TSLA as of Q3 2026.

  • JDH Wealth Management held 1,630 shares of Tesla worth $578K as of Q3 2026.
  • JDH Wealth Management bought 42 Tesla shares in Q3 2026, an estimated $15K.
  • Tesla made up 0.35% of JDH Wealth Management's portfolio in Q3 2026, its #35 holding.
  • JDH Wealth Management first reported a position in Tesla in Q4 2024 and has held it in 8 quarters since.
  • JDH Wealth Management's Tesla position peaked at $701K in Q4 2025.
  • 2,958 funds tracked by Wall St. Rank held Tesla as of Q3 2026.

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