Jeppson Wealth Management
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Jeppson Wealth Management’s Tesla TSLA Stock Holding History

Jeppson 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 		$1.32M Sell
3,716
-243
-6% -$87K 0.38% 63
2026
Q2 		$1.67M Sell
3,959
-41
-1% -$16.3K 0.49% 53
2026
Q1 		$1.49M Buy
4,000
+99
+3% +$40.8K 0.47% 55
2025
Q4 		$1.75M Buy
3,901
+180
+5% +$79.8K 0.56% 46
2025
Q3 		$1.65M Sell
3,721
-75
-2% -$26K 0.53% 48
2025
Q2 		$1.21M Sell
3,796
-170
-4% -$51.2K 0.42% 64
2025
Q1 		$1.03M Buy
3,966
+370
+10% +$123K 0.38% 70
2024
Q4 		$1.45M Sell
3,596
-157
-4% -$50.5K 0.53% 51
2024
Q3 		$982K Sell
3,753
-104
-3% -$23.7K 0.35% 72
2024
Q2 		$763K Sell
3,857
-13
-0.3% -$2.27K 0.29% 83
2024
Q1 		$680K Buy
3,870
+866
+29% +$169K 0.26% 91
2023
Q4 		$746K Buy
3,004
+18
+0.6% +$4.28K 0.31% 82
2023
Q3 		$747K Sell
2,986
-83
-3% -$21.3K 0.34% 80
2023
Q2 		$803K Sell
3,069
-190
-6% -$38K 0.35% 74
2023
Q1 		$676K Buy
3,259
+422
+15% +$73.6K 0.29% 86
2022
Q4 		$349K Buy
2,837
+1,099
+63% +$208K 0.15% 133
2022
Q3 		$461K Buy
1,738
+49
+3% +$13.7K 0.21% 102
2022
Q2 		$379K Sell
1,689
-360
-18% -$98.3K 0.16% 116
2022
Q1 		$736K Sell
2,049
-24
-1% -$7.48K 0.34% 68
2021
Q4 		$730K Sell
2,073
-24
-1% -$8.05K 0.35% 69
2021
Q3 		$542K Sell
2,097
-24
-1% -$5.65K 0.28% 78
2021
Q2 		$480K Hold
2,121
– – 0.26% 87
2021
Q1 		$472K Sell
2,121
-438
-17% -$110K 0.28% 79
2020
Q4 		$602K Sell
2,559
-513
-17% -$87.5K 0.4% 62
2020
Q3 		$439K Buy
+3,072
New +$363K 0.34% 70

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

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

Jeppson Wealth Management reduced its Tesla (TSLA) stake by 6.1% in Q3 2026, selling an estimated $87K and leaving 3,716 shares worth $1.32M. The position accounts for 0.38% of the portfolio, ranked #63.

Jeppson Wealth Management first reported a position in TSLA in Q3 2020 and has held it in 25 quarters since. The position peaked at $1.75M in Q4 2025. 2,824 funds tracked by Wall St. Rank hold TSLA as of Q3 2026.

  • Jeppson Wealth Management held 3,716 shares of Tesla worth $1.32M as of Q3 2026.
  • Jeppson Wealth Management sold 243 Tesla shares in Q3 2026, an estimated $87K.
  • Tesla made up 0.38% of Jeppson Wealth Management's portfolio in Q3 2026, its #63 holding.
  • Jeppson Wealth Management first reported a position in Tesla in Q3 2020 and has held it in 25 quarters since.
  • Jeppson Wealth Management's Tesla position peaked at $1.75M in Q4 2025.
  • 2,824 funds tracked by Wall St. Rank held Tesla as of Q3 2026.

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