Legacy Trust’s Tesla TSLA Stock Holding History

Legacy 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	$455K	Buy	1,139 +457	+67%	+$164K	0.08%	154
2026 Q2	$287K	Buy	682 +151	+28%	+$60.1K	0.05%	177
2026 Q1	$197K	Hold	531	–	–	0.04%	200
2025 Q4	$239K	Buy	531 +6	+1%	+$2.66K	0.04%	181
2025 Q3	$233K	Sell	525 -153	-23%	-$53.1K	0.05%	178
2025 Q2	$215K	Sell	678 -26	-4%	-$7.83K	0.05%	138
2025 Q1	$182K	Sell	704 -42	-6%	-$14K	0.04%	156
2024 Q4	$301K	Sell	746 -97	-12%	-$31.2K	0.07%	132
2024 Q3	$221K	Buy	+843	New	+$192K	0.05%	151
2024 Q1	–	Sell	-973	Closed	-$242K	–	159
2023 Q4	$242K	Buy	973 +2	+0.2%	+$475	0.06%	145
2023 Q3	$243K	Buy	971 +66	+7%	+$17K	0.07%	143
2023 Q2	$237K	Buy	+905	New	+$181K	0.07%	148

Other funds holding TSLA

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Legacy Trust's TSLA Position: Q3 2026 in Review

Legacy Trust increased its Tesla (TSLA) stake by 67% in Q3 2026, buying an estimated $164K and bringing the position to 1,139 shares worth $455K. The position accounts for 0.08% of the portfolio, ranked #154.

Legacy Trust first reported a position in TSLA in Q2 2023 and has held it in 12 quarters since. 2,771 funds tracked by Wall St. Rank hold TSLA as of Q3 2026.

Legacy Trust held 1,139 shares of Tesla worth $455K as of Q3 2026.
Legacy Trust bought 457 Tesla shares in Q3 2026, an estimated $164K.
Tesla made up 0.08% of Legacy Trust's portfolio in Q3 2026, its #154 holding.
Legacy Trust first reported a position in Tesla in Q2 2023 and has held it in 12 quarters since.
2,771 funds tracked by Wall St. Rank held Tesla as of Q3 2026.

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