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Legacy Private Trust’s Tesla TSLA Stock Holding History

Legacy Private Trust’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 		$6.13M Buy
17,265
+640
+4% +$229K 0.34% 62
2026
Q2 		$6.99M Sell
16,625
-14
-0.1% -$5.57K 0.39% 56
2026
Q1 		$6.19M Sell
16,639
-153
-0.9% -$63K 0.38% 57
2025
Q4 		$7.55M Buy
16,792
+1,418
+9% +$629K 0.44% 45
2025
Q3 		$6.84M Buy
15,374
+3,160
+26% +$1.1M 0.41% 54
2025
Q2 		$3.88M Buy
12,214
+5,737
+89% +$1.73M 0.25% 75
2025
Q1 		$1.68M Buy
6,477
+610
+10% +$203K 0.12% 127
2024
Q4 		$2.37M Sell
5,867
-117
-2% -$37.6K 0.16% 110
2024
Q3 		$1.57M Sell
5,984
-1,435
-19% -$327K 0.11% 132
2024
Q2 		$1.47M Sell
7,419
-3,870
-34% -$676K 0.1% 129
2024
Q1 		$1.98M Sell
11,289
-4,204
-27% -$821K 0.15% 116
2023
Q4 		$3.85M Sell
15,493
-1,552
-9% -$369K 0.31% 74
2023
Q3 		$4.26M Sell
17,045
-2,629
-13% -$675K 0.37% 68
2023
Q2 		$5.15M Buy
19,674
+3,110
+19% +$622K 0.43% 61
2023
Q1 		$3.44M Sell
16,564
-1,916
-10% -$334K 0.29% 83
2022
Q4 		$2.28M Buy
18,480
+7,371
+66% +$1.4M 0.21% 98
2022
Q3 		$2.95M Buy
11,109
+7,047
+173% +$1.97M 0.28% 87
2022
Q2 		$912K Buy
+4,062
New +$1.11M 0.08% 134

Other funds holding TSLA

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
NAH
Neumann Advisory (HK) Central, Hong Kong $314M AUM 9.99% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
S
Systrade Vaduz, Liechtenstein $197M AUM 31.1% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Legacy Private Trust's TSLA Position: Q3 2026 in Review

Legacy Private Trust increased its Tesla (TSLA) stake by 3.8% in Q3 2026, buying an estimated $229K and bringing the position to 17,265 shares worth $6.13M. The position accounts for 0.34% of the portfolio, ranked #62.

Legacy Private Trust first reported a position in TSLA in Q2 2022 and has held it in 18 quarters since. The position peaked at $7.55M in Q4 2025. 230 funds tracked by Wall St. Rank hold TSLA as of Q3 2026.

  • Legacy Private Trust held 17,265 shares of Tesla worth $6.13M as of Q3 2026.
  • Legacy Private Trust bought 640 Tesla shares in Q3 2026, an estimated $229K.
  • Tesla made up 0.34% of Legacy Private Trust's portfolio in Q3 2026, its #62 holding.
  • Legacy Private Trust first reported a position in Tesla in Q2 2022 and has held it in 18 quarters since.
  • Legacy Private Trust's Tesla position peaked at $7.55M in Q4 2025.
  • 230 funds tracked by Wall St. Rank held Tesla as of Q3 2026.

Based on Legacy Private Trust's 13F filing for Q3 2026, filed 6 Oct 2026.