LongView Wealth Management’s Tesla TSLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$652K Buy
1,838
+3
+0.2% +$1.07K 0.16% 116
2026
Q2
$772K Sell
1,835
-11
-0.6% -$4.38K 0.2% 102
2026
Q1
$672K Sell
1,846
-193
-9% -$79.5K 0.17% 119
2025
Q4
$915K Sell
2,039
-20
-1% -$8.87K 0.22% 92
2025
Q3
$916K Buy
2,059
+77
+4% +$26.7K 0.25% 86
2025
Q2
$630K Buy
1,982
+9
+0.5% +$2.71K 0.19% 97
2025
Q1
$511K Buy
1,973
+64
+3% +$21.3K 0.15% 112
2024
Q4
$771K Buy
1,909
+218
+13% +$70.1K 0.24% 86
2024
Q3
$442K Sell
1,691
-15
-0.9% -$3.42K 0.14% 119
2024
Q2
$338K Sell
1,706
-631
-27% -$110K 0.12% 135
2024
Q1
$411K Buy
2,337
+60
+3% +$11.7K 0.16% 120
2023
Q4
$535K Buy
+2,277
New +$541K 0.24% 90

Other funds holding TSLA

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

LongView Wealth Management increased its Tesla (TSLA) stake by 0.16% in Q3 2026, buying an estimated $1.07K and bringing the position to 1,838 shares worth $652K. The position accounts for 0.16% of the portfolio, ranked #116.

LongView Wealth Management first reported a position in TSLA in Q4 2023 and has held it in 12 quarters since. The position peaked at $916K in Q3 2025. 1,505 funds tracked by Wall St. Rank hold TSLA as of Q3 2026.

  • LongView Wealth Management held 1,838 shares of Tesla worth $652K as of Q3 2026.
  • LongView Wealth Management bought 3 Tesla shares in Q3 2026, an estimated $1.07K.
  • Tesla made up 0.16% of LongView Wealth Management's portfolio in Q3 2026, its #116 holding.
  • LongView Wealth Management first reported a position in Tesla in Q4 2023 and has held it in 12 quarters since.
  • LongView Wealth Management's Tesla position peaked at $916K in Q3 2025.
  • 1,505 funds tracked by Wall St. Rank held Tesla as of Q3 2026.

Based on LongView Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.