LWA
TSLA icon

LifeGoal Wealth Advisors’s Tesla TSLA Stock Holding History

LifeGoal Wealth 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 		$5.58M Buy
15,719
+14,424
+1,114% +$5.16M 1.7% 16
2026
Q2 		$545K Buy
1,295
+406
+46% +$161K 0.25% 57
2026
Q1 		$339K Buy
+889
New +$366K 0.19% 71

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

LifeGoal Wealth Advisors's TSLA Position: Q3 2026 in Review

LifeGoal Wealth Advisors increased its Tesla (TSLA) stake by 1,114% in Q3 2026, buying an estimated $5.16M and bringing the position to 15,719 shares worth $5.58M. The position accounts for 1.7% of the portfolio, ranked #16.

LifeGoal Wealth Advisors first reported a position in TSLA in Q1 2026 and has held it in 3 quarters since. 230 funds tracked by Wall St. Rank hold TSLA as of Q3 2026.

  • LifeGoal Wealth Advisors held 15,719 shares of Tesla worth $5.58M as of Q3 2026.
  • LifeGoal Wealth Advisors bought 14,424 Tesla shares in Q3 2026, an estimated $5.16M.
  • Tesla made up 1.7% of LifeGoal Wealth Advisors's portfolio in Q3 2026, its #16 holding.
  • LifeGoal Wealth Advisors first reported a position in Tesla in Q1 2026 and has held it in 3 quarters since.
  • 230 funds tracked by Wall St. Rank held Tesla as of Q3 2026.

Based on LifeGoal Wealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.