Jessup Wealth Management’s Tesla TSLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$6.39M Sell
18,020
-7,143
-28% -$2.56M 1.34% 17
2026
Q2
$10.6M Sell
25,163
-1,019
-4% -$405K 3.16% 12
2026
Q1
$9.7M Buy
26,182
+581
+2% +$239K 3.55% 10
2025
Q4
$11.5M Buy
25,601
+180
+0.7% +$79.8K 3.81% 6
2025
Q3
$11.3M Buy
25,421
+477
+2% +$165K 4.21% 8
2025
Q2
$7.92M Buy
24,944
+1,535
+7% +$462K 3.18% 10
2025
Q1
$6.07M Buy
+23,409
New +$7.8M 2.55% 15
2024
Q1
– Sell
-20,116
Closed -$5M – 67
2023
Q4
$5M Buy
+20,116
New +$4.78M 2.5% 18
2023
Q3
– Sell
-1,061
Closed -$278K – 74
2023
Q2
$278K Sell
1,061
-181
-15% -$36.2K 0.15% 52
2023
Q1
$258K Buy
+1,242
New +$217K 0.15% 60

Other funds holding TSLA

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

Jessup Wealth Management reduced its Tesla (TSLA) stake by 28% in Q3 2026, selling an estimated $2.56M and leaving 18,020 shares worth $6.39M. The position accounts for 1.34% of the portfolio, ranked #17.

Jessup Wealth Management first reported a position in TSLA in Q1 2023 and has held it in 10 quarters since. The position peaked at $11.5M in Q4 2025. 1,505 funds tracked by Wall St. Rank hold TSLA as of Q3 2026.

  • Jessup Wealth Management held 18,020 shares of Tesla worth $6.39M as of Q3 2026.
  • Jessup Wealth Management sold 7,143 Tesla shares in Q3 2026, an estimated $2.56M.
  • Tesla made up 1.34% of Jessup Wealth Management's portfolio in Q3 2026, its #17 holding.
  • Jessup Wealth Management first reported a position in Tesla in Q1 2023 and has held it in 10 quarters since.
  • Jessup Wealth Management's Tesla position peaked at $11.5M in Q4 2025.
  • 1,505 funds tracked by Wall St. Rank held Tesla as of Q3 2026.

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