KWB Wealth
TSLA icon

KWB Wealth’s Tesla TSLA Stock Holding History

KWB Wealth’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 		$712K Sell
2,006
-14
-0.7% -$5.01K 0.06% 102
2026
Q2 		$850K Buy
2,020
+81
+4% +$32.2K 0.07% 90
2026
Q1 		$872K Buy
1,939
+301
+18% +$124K 0.09% 79
2025
Q4 		$736K Buy
1,638
+305
+23% +$135K 0.07% 85
2025
Q3 		$423K Sell
1,333
-48
-3% -$16.6K 0.05% 97
2025
Q2 		$358K Buy
1,381
+33
+2% +$9.9K 0.04% 110
2025
Q1 		$544K Hold
1,348
– – 0.07% 91
2024
Q4 		$353K Hold
1,348
– – 0.04% 107
2024
Q3 		$267K Hold
1,348
– – 0.03% 113
2024
Q2 		$237K Hold
1,348
– – 0.03% 119
2024
Q1 		$237K Hold
1,348
– – 0.03% 121
2023
Q4 		$335K Hold
1,348
– – 0.05% 101
2023
Q3 		$353K Hold
1,348
– – 0.06% 93
2023
Q2 		$353K Buy
+1,348
New +$270K 0.06% 94
2022
Q4 		– Sell
-1,456
Closed -$386K – 126
2022
Q3 		$386K Sell
1,456
-104
-7% -$29K 0.08% 70
2022
Q2 		$350K Sell
1,560
-147
-9% -$40.1K 0.07% 79
2022
Q1 		$601K Hold
1,707
– – 0.1% 50
2021
Q4 		$601K Sell
1,707
-54
-3% -$18.1K 0.1% 50
2021
Q3 		$455K Buy
1,761
+270
+18% +$63.5K 0.08% 57
2021
Q2 		$332K Hold
1,491
– – 0.06% 63
2021
Q1 		$332K Sell
1,491
-270
-15% -$67.8K 0.06% 63
2020
Q4 		$414K Buy
+1,761
New +$301K 0.09% 51

Other funds holding TSLA

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Hyperion Asset Management
Hyperion Asset Management Brisbane, Australia $3.66B AUM 10.02% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Sloy Dahl & Holst
Sloy Dahl & Holst Vancouver, Washington $693M AUM 4.8% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

KWB Wealth's TSLA Position: Q3 2026 in Review

KWB Wealth reduced its Tesla (TSLA) stake by 0.69% in Q3 2026, selling an estimated $5.01K and leaving 2,006 shares worth $712K. The position accounts for 0.06% of the portfolio, ranked #102.

KWB Wealth first reported a position in TSLA in Q4 2020 and has held it in 22 quarters since. The position peaked at $872K in Q1 2026. 1,515 funds tracked by Wall St. Rank hold TSLA as of Q3 2026.

  • KWB Wealth held 2,006 shares of Tesla worth $712K as of Q3 2026.
  • KWB Wealth sold 14 Tesla shares in Q3 2026, an estimated $5.01K.
  • Tesla made up 0.06% of KWB Wealth's portfolio in Q3 2026, its #102 holding.
  • KWB Wealth first reported a position in Tesla in Q4 2020 and has held it in 22 quarters since.
  • KWB Wealth's Tesla position peaked at $872K in Q1 2026.
  • 1,515 funds tracked by Wall St. Rank held Tesla as of Q3 2026.

Based on KWB Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.