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Legacy Wealth Asset Management’s Tesla TSLA Stock Holding History

Legacy Wealth Asset Management’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 		$414K Hold
1,166
– – 0.09% 284
2026
Q2 		$490K Sell
1,166
-8
-0.7% -$3.18K 0.11% 270
2026
Q1 		$436K Sell
1,174
-32
-3% -$13.2K 0.11% 279
2025
Q4 		$542K Sell
1,206
-1,864
-61% -$826K 0.13% 244
2025
Q3 		$1.37M Buy
3,070
+42
+1% +$14.6K 0.33% 82
2025
Q2 		$962K Sell
3,028
-27
-0.9% -$8.13K 0.24% 106
2025
Q1 		$792K Buy
3,055
+35
+1% +$11.7K 0.22% 130
2024
Q4 		$1.22M Buy
3,020
+1,984
+192% +$638K 0.33% 78
2024
Q3 		$271K Buy
1,036
+12
+1% +$2.74K 0.07% 316
2024
Q2 		$203K Sell
1,024
-161
-14% -$28.1K 0.06% 327
2024
Q1 		$208K Buy
1,185
+234
+25% +$45.7K 0.06% 331
2023
Q4 		$236K Buy
+951
New +$226K 0.08% 318
2023
Q3 		– Sell
-1,010
Closed -$264K – 346
2023
Q2 		$264K Buy
+1,010
New +$202K 0.09% 300
2022
Q3 		– Sell
-11,715
Closed -$2.63M – 365
2022
Q2 		$2.63M Buy
+11,715
New +$3.2M 1.07% 11

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 Wealth Asset Management's TSLA Position: Q3 2026 in Review

Legacy Wealth Asset Management held its Tesla (TSLA) position steady in Q3 2026 at 1,166 shares worth $414K. The position accounts for 0.09% of the portfolio, ranked #284.

Legacy Wealth Asset Management first reported a position in TSLA in Q2 2022 and has held it in 14 quarters since. The position peaked at $2.63M in Q2 2022. 230 funds tracked by Wall St. Rank hold TSLA as of Q3 2026.

  • Legacy Wealth Asset Management held 1,166 shares of Tesla worth $414K as of Q3 2026.
  • Legacy Wealth Asset Management left its Tesla share count unchanged in Q3 2026.
  • Tesla made up 0.09% of Legacy Wealth Asset Management's portfolio in Q3 2026, its #284 holding.
  • Legacy Wealth Asset Management first reported a position in Tesla in Q2 2022 and has held it in 14 quarters since.
  • Legacy Wealth Asset Management's Tesla position peaked at $2.63M in Q2 2022.
  • 230 funds tracked by Wall St. Rank held Tesla as of Q3 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.