Lodestone Wealth Management
TSLA icon

Lodestone Wealth Management’s Tesla TSLA Stock Holding History

Lodestone Wealth 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 		$765K Sell
2,155
-78
-3% -$27.9K 0.26% 89
2026
Q2 		$939K Sell
2,233
-109
-5% -$43.4K 0.33% 82
2026
Q1 		$871K Buy
2,342
+95
+4% +$39.1K 0.35% 73
2025
Q4 		$1.01M Sell
2,247
-1
-0% -$443 0.41% 66
2025
Q3 		$1000K Sell
2,248
-10
-0.4% -$3.47K 0.45% 66
2025
Q2 		$717K Buy
2,258
+273
+14% +$82.2K 0.35% 72
2025
Q1 		$514K Buy
1,985
+204
+11% +$68K 0.27% 88
2024
Q4 		$719K Sell
1,781
-64
-3% -$20.6K 0.36% 72
2024
Q3 		$483K Sell
1,845
-53
-3% -$12.1K 0.24% 90
2024
Q2 		$376K Sell
1,898
-8
-0.4% -$1.4K 0.2% 111
2024
Q1 		$335K Buy
1,906
+303
+19% +$59.2K 0.18% 117
2023
Q4 		$398K Buy
1,603
+13
+0.8% +$3.09K 0.23% 103
2023
Q3 		$398K Hold
1,590
– – 0.28% 85
2023
Q2 		$416K Hold
1,590
– – 0.29% 84
2023
Q1 		$330K Buy
+1,590
New +$277K 0.25% 95

Other funds holding TSLA

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Hyperion Asset Management
Hyperion Asset Management Brisbane, Australia $3.66B AUM 10.02% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

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

Lodestone Wealth Management reduced its Tesla (TSLA) stake by 3.5% in Q3 2026, selling an estimated $27.9K and leaving 2,155 shares worth $765K. The position accounts for 0.26% of the portfolio, ranked #89.

Lodestone Wealth Management first reported a position in TSLA in Q1 2023 and has held it in 15 quarters since. The position peaked at $1.01M in Q4 2025. 1,844 funds tracked by Wall St. Rank hold TSLA as of Q3 2026.

  • Lodestone Wealth Management held 2,155 shares of Tesla worth $765K as of Q3 2026.
  • Lodestone Wealth Management sold 78 Tesla shares in Q3 2026, an estimated $27.9K.
  • Tesla made up 0.26% of Lodestone Wealth Management's portfolio in Q3 2026, its #89 holding.
  • Lodestone Wealth Management first reported a position in Tesla in Q1 2023 and has held it in 15 quarters since.
  • Lodestone Wealth Management's Tesla position peaked at $1.01M in Q4 2025.
  • 1,844 funds tracked by Wall St. Rank held Tesla as of Q3 2026.

Based on Lodestone Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.