LVW Advisors
TSLA icon

LVW Advisors’s Tesla TSLA Stock Holding History

LVW 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 		$3.34M Sell
9,409
-1,409
-13% -$504K 0.28% 50
2026
Q2 		$4.55M Buy
10,818
+31
+0.3% +$12.3K 0.39% 39
2026
Q1 		$4.01M Buy
10,787
+120
+1% +$49.4K 0.38% 36
2025
Q4 		$4.8M Buy
10,667
+18
+0.2% +$7.98K 0.49% 31
2025
Q3 		$4.74M Buy
10,649
+2,437
+30% +$845K 0.48% 30
2025
Q2 		$2.61M Buy
8,212
+1,519
+23% +$458K 0.28% 46
2025
Q1 		$1.73M Buy
6,693
+118
+2% +$39.3K 0.21% 69
2024
Q4 		$2.66M Buy
6,575
+256
+4% +$82.4K 0.32% 50
2024
Q3 		$1.65M Buy
6,319
+1,878
+42% +$428K 0.21% 74
2024
Q2 		$879K Buy
4,441
+460
+12% +$80.4K 0.13% 103
2024
Q1 		$700K Sell
3,981
-219
-5% -$42.8K 0.12% 124
2023
Q4 		$1.04M Buy
4,200
+1,166
+38% +$277K 0.2% 81
2023
Q3 		$759K Buy
3,034
+1,393
+85% +$358K 0.16% 86
2023
Q2 		$430K Buy
1,641
+42
+3% +$8.4K 0.08% 140
2023
Q1 		$332K Buy
+1,599
New +$279K 0.06% 176
2022
Q4 		– Sell
-2,786
Closed -$739K – 240
2022
Q3 		$739K Sell
2,786
-157
-5% -$43.8K 0.17% 95
2022
Q2 		$661K Sell
2,943
-312
-10% -$85.2K 0.13% 111
2022
Q1 		$1.17M Buy
3,255
+117
+4% +$36.4K 0.2% 80
2021
Q4 		$1.1M Sell
3,138
-420
-12% -$141K 0.19% 88
2021
Q3 		$920K Buy
3,558
+876
+33% +$206K 0.16% 102
2021
Q2 		$608K Buy
2,682
+144
+6% +$31.3K 0.11% 132
2021
Q1 		$565K Buy
2,538
+1,140
+82% +$286K 0.11% 132
2020
Q4 		$329K Buy
+1,398
New +$239K 0.07% 160

Other funds holding TSLA

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

LVW Advisors's TSLA Position: Q3 2026 in Review

LVW Advisors reduced its Tesla (TSLA) stake by 13% in Q3 2026, selling an estimated $504K and leaving 9,409 shares worth $3.34M. The position accounts for 0.28% of the portfolio, ranked #50.

LVW Advisors first reported a position in TSLA in Q4 2020 and has held it in 23 quarters since. The position peaked at $4.8M in Q4 2025. 2,958 funds tracked by Wall St. Rank hold TSLA as of Q3 2026.

  • LVW Advisors held 9,409 shares of Tesla worth $3.34M as of Q3 2026.
  • LVW Advisors sold 1,409 Tesla shares in Q3 2026, an estimated $504K.
  • Tesla made up 0.28% of LVW Advisors's portfolio in Q3 2026, its #50 holding.
  • LVW Advisors first reported a position in Tesla in Q4 2020 and has held it in 23 quarters since.
  • LVW Advisors's Tesla position peaked at $4.8M in Q4 2025.
  • 2,958 funds tracked by Wall St. Rank held Tesla as of Q3 2026.

Based on LVW Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.