Kestra Private Wealth Services
TSLA icon

Kestra Private Wealth Services’s Tesla TSLA Stock Holding History

Kestra Private Wealth Services’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 		$66.6M Buy
187,822
+3,591
+2% +$1.29M 0.71% 22
2026
Q2 		$77.5M Buy
184,231
+6,275
+4% +$2.5M 0.85% 18
2026
Q1 		$66.2M Sell
177,956
-368
-0.2% -$152K 0.82% 18
2025
Q4 		$80.2M Sell
178,324
-242
-0.1% -$107K 1% 11
2025
Q3 		$79.4M Sell
178,566
-467
-0.3% -$162K 1.04% 10
2025
Q2 		$56.9M Buy
179,033
+2,999
+2% +$904K 0.82% 20
2025
Q1 		$45.6M Buy
176,034
+7,085
+4% +$2.36M 0.76% 20
2024
Q4 		$68.2M Sell
168,949
-4,594
-3% -$1.48M 1.16% 9
2024
Q3 		$45.4M Buy
173,543
+16,034
+10% +$3.66M 0.83% 19
2024
Q2 		$31.2M Buy
157,509
+69,053
+78% +$12.1M 0.62% 28
2024
Q1 		$15.5M Buy
88,456
+2,687
+3% +$525K 0.35% 64
2023
Q4 		$21.3M Buy
85,769
+9,152
+12% +$2.18M 0.54% 29
2023
Q3 		$19.2M Buy
76,617
+18,673
+32% +$4.8M 0.6% 26
2023
Q2 		$15.2M Buy
57,944
+1,513
+3% +$303K 0.52% 39
2023
Q1 		$11.7M Buy
56,431
+11,488
+26% +$2M 0.47% 49
2022
Q4 		$5.54M Buy
44,943
+220
+0.5% +$41.7K 0.28% 99
2022
Q3 		$11.9M Sell
44,723
-1,420
-3% -$397K 0.69% 20
2022
Q2 		$10.4M Sell
46,143
-2,220
-5% -$606K 0.59% 28
2022
Q1 		$17.4M Buy
48,363
+504
+1% +$157K 0.86% 10
2021
Q4 		$16.9M Buy
47,859
+1,917
+4% +$643K 0.81% 13
2021
Q3 		$11.9M Buy
45,942
+2,373
+5% +$559K 0.66% 23
2021
Q2 		$9.9M Buy
43,569
+609
+1% +$132K 0.6% 26
2021
Q1 		$9.6M Buy
42,960
+3,294
+8% +$827K 0.67% 22
2020
Q4 		$9.19M Buy
39,666
+186
+0.5% +$31.7K 0.68% 21
2020
Q3 		$5.65M Buy
+39,480
New +$4.66M 0.49% 45

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
Amundi
Amundi Paris, France $496B AUM 35.36% 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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Kestra Private Wealth Services's TSLA Position: Q3 2026 in Review

Kestra Private Wealth Services increased its Tesla (TSLA) stake by 1.9% in Q3 2026, buying an estimated $1.29M and bringing the position to 187,822 shares worth $66.6M. The position accounts for 0.71% of the portfolio, ranked #22.

Kestra Private Wealth Services first reported a position in TSLA in Q3 2020 and has held it in 25 quarters since. The position peaked at $80.2M in Q4 2025. 2,771 funds tracked by Wall St. Rank hold TSLA as of Q3 2026.

  • Kestra Private Wealth Services held 187,822 shares of Tesla worth $66.6M as of Q3 2026.
  • Kestra Private Wealth Services bought 3,591 Tesla shares in Q3 2026, an estimated $1.29M.
  • Tesla made up 0.71% of Kestra Private Wealth Services's portfolio in Q3 2026, its #22 holding.
  • Kestra Private Wealth Services first reported a position in Tesla in Q3 2020 and has held it in 25 quarters since.
  • Kestra Private Wealth Services's Tesla position peaked at $80.2M in Q4 2025.
  • 2,771 funds tracked by Wall St. Rank held Tesla as of Q3 2026.

Based on Kestra Private Wealth Services's 13F filing for Q3 2026, filed 30 Oct 2026.