Johnson & White Wealth Management’s Tesla TSLA Stock Holding History

Johnson & White 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	$435K	Buy	1,227 +136	+12%	+$48.7K	0.16%	83
2026 Q2	$459K	Buy	+1,091	New	+$434K	0.17%	81
2026 Q1	–	Sell	-929	Closed	-$418K	–	112
2025 Q4	$418K	Sell	929 -41	-4%	-$18.2K	0.18%	81
2025 Q3	$431K	Hold	970	–	–	0.2%	79
2025 Q2	$308K	Sell	970 -1,000	-51%	-$301K	0.16%	87
2025 Q1	$511K	Buy	1,970 +220	+13%	+$73.3K	0.29%	64
2024 Q4	$664K	Sell	1,750 -450	-20%	-$145K	0.4%	53
2024 Q3	$576K	Sell	2,200 -30	-1%	-$6.84K	0.5%	34
2024 Q2	$441K	Buy	+2,230	New	+$390K	0.42%	36
2024 Q1	–	Sell	-871	Closed	-$216K	–	88
2023 Q4	$216K	Buy	+871	New	+$207K	0.18%	79

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

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

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

Nuveen Charlotte, North Carolina $420B AUM 34.97% 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

Johnson & White Wealth Management's TSLA Position: Q3 2026 in Review

Johnson & White Wealth Management increased its Tesla (TSLA) stake by 12% in Q3 2026, buying an estimated $48.7K and bringing the position to 1,227 shares worth $435K. The position accounts for 0.16% of the portfolio, ranked #83.

Johnson & White Wealth Management first reported a position in TSLA in Q4 2023 and has held it in 10 quarters since. The position peaked at $664K in Q4 2024. 2,958 funds tracked by Wall St. Rank hold TSLA as of Q3 2026.

Johnson & White Wealth Management held 1,227 shares of Tesla worth $435K as of Q3 2026.
Johnson & White Wealth Management bought 136 Tesla shares in Q3 2026, an estimated $48.7K.
Tesla made up 0.16% of Johnson & White Wealth Management's portfolio in Q3 2026, its #83 holding.
Johnson & White Wealth Management first reported a position in Tesla in Q4 2023 and has held it in 10 quarters since.
Johnson & White Wealth Management's Tesla position peaked at $664K in Q4 2024.
2,958 funds tracked by Wall St. Rank held Tesla as of Q3 2026.

Based on Johnson & White Wealth Management's 13F filing for Q3 2026, filed 3 Nov 2026.