Lakeside Advisors
TSLA icon

Lakeside Advisors’s Tesla TSLA Stock Holding History

Lakeside Advisors’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 		$266K Sell
750
-20
-3% -$7.16K 0.16% 62
2026
Q2 		$324K Hold
770
– – 0.2% 56
2026
Q1 		$286K Buy
770
+15
+2% +$6.18K 0.19% 58
2025
Q4 		$340K Buy
755
+220
+41% +$97.5K 0.22% 51
2025
Q3 		$238K Buy
+535
New +$186K 0.15% 59
2025
Q1 		– Sell
-583
Closed -$235K – 64
2024
Q4 		$235K Buy
+583
New +$188K 0.16% 60

Other funds holding TSLA

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
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
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Lakeside Advisors's TSLA Position: Q3 2026 in Review

Lakeside Advisors reduced its Tesla (TSLA) stake by 2.6% in Q3 2026, selling an estimated $7.16K and leaving 750 shares worth $266K. The position accounts for 0.16% of the portfolio, ranked #62.

Lakeside Advisors first reported a position in TSLA in Q4 2024 and has held it in 6 quarters since. The position peaked at $340K in Q4 2025. 3,336 funds tracked by Wall St. Rank hold TSLA as of Q3 2026.

  • Lakeside Advisors held 750 shares of Tesla worth $266K as of Q3 2026.
  • Lakeside Advisors sold 20 Tesla shares in Q3 2026, an estimated $7.16K.
  • Tesla made up 0.16% of Lakeside Advisors's portfolio in Q3 2026, its #62 holding.
  • Lakeside Advisors first reported a position in Tesla in Q4 2024 and has held it in 6 quarters since.
  • Lakeside Advisors's Tesla position peaked at $340K in Q4 2025.
  • 3,336 funds tracked by Wall St. Rank held Tesla as of Q3 2026.

Based on Lakeside Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.