Key Financial Inc
TSLA icon

Key Financial Inc’s Tesla TSLA Stock Holding History

Key Financial Inc’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 		$1.36M Sell
3,828
-21
-0.5% -$7.52K 0.22% 82
2026
Q2 		$1.62M Sell
3,849
-150
-4% -$59.7K 0.27% 71
2026
Q1 		$1.49M Buy
3,999
+341
+9% +$140K 0.26% 70
2025
Q4 		$1.65M Sell
3,658
-64
-2% -$28.4K 0.3% 60
2025
Q3 		$1.71M Buy
3,722
+40
+1% +$13.9K 0.32% 63
2025
Q2 		$1.17M Buy
3,682
+208
+6% +$62.7K 0.24% 80
2025
Q1 		$900K Buy
3,474
+59
+2% +$19.7K 0.2% 95
2024
Q4 		$1.38M Sell
3,415
-229
-6% -$73.7K 0.31% 62
2024
Q3 		$953K Buy
3,644
+22
+0.6% +$5.02K 0.21% 85
2024
Q2 		$717K Sell
3,622
-228
-6% -$39.8K 0.17% 103
2024
Q1 		$677K Buy
3,850
+200
+5% +$39.1K 0.17% 106
2023
Q4 		$907K Buy
3,650
+1,845
+102% +$438K 0.25% 78
2023
Q3 		$452K Sell
1,805
-42
-2% -$10.8K 0.15% 114
2023
Q2 		$483K Buy
1,847
+419
+29% +$83.8K 0.16% 115
2023
Q1 		$296K Sell
1,428
-315
-18% -$55K 0.11% 153
2022
Q4 		$462K Hold
1,743
– – 0.22% 90
2022
Q3 		$462K Buy
1,743
+75
+4% +$20.9K 0.22% 90
2022
Q2 		$379K Buy
1,668
+222
+15% +$60.6K 0.21% 94
2022
Q1 		$519K Buy
1,446
+297
+26% +$92.5K 0.26% 75
2021
Q4 		$405K Hold
1,149
– – 0.2% 95
2021
Q3 		$297K Buy
1,149
+21
+2% +$4.94K 0.17% 112
2021
Q2 		$258K Buy
1,128
+420
+59% +$91.2K 0.14% 131
2021
Q1 		$158K Buy
708
+63
+10% +$15.8K 0.1% 155
2020
Q4 		$152K Buy
+645
New +$110K 0.11% 145
2020
Q2 		– Sell
-855
Closed -$29K – 582
2020
Q1 		$29K Buy
+855
New +$35.4K 0.03% 288

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Key Financial Inc's TSLA Position: Q3 2026 in Review

Key Financial Inc reduced its Tesla (TSLA) stake by 0.55% in Q3 2026, selling an estimated $7.52K and leaving 3,828 shares worth $1.36M. The position accounts for 0.22% of the portfolio, ranked #82.

Key Financial Inc first reported a position in TSLA in Q1 2020 and has held it in 25 quarters since. The position peaked at $1.71M in Q3 2025. 2,608 funds tracked by Wall St. Rank hold TSLA as of Q3 2026.

  • Key Financial Inc held 3,828 shares of Tesla worth $1.36M as of Q3 2026.
  • Key Financial Inc sold 21 Tesla shares in Q3 2026, an estimated $7.52K.
  • Tesla made up 0.22% of Key Financial Inc's portfolio in Q3 2026, its #82 holding.
  • Key Financial Inc first reported a position in Tesla in Q1 2020 and has held it in 25 quarters since.
  • Key Financial Inc's Tesla position peaked at $1.71M in Q3 2025.
  • 2,608 funds tracked by Wall St. Rank held Tesla as of Q3 2026.

Based on Key Financial Inc's 13F filing for Q3 2026, filed 2 Nov 2026.