M Wealth Management LLC’s Tesla TSLA Stock Holding History

M Wealth Management LLC’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	$705K	Sell	1,986 -500	-20%	-$179K	0.54%	31
2026 Q2	$1.05M	Sell	2,486 -500	-17%	-$199K	0.82%	21
2026 Q1	$1.11M	Buy	2,986 +2,115	+243%	+$871K	0.93%	19
2025 Q4	$392K	Buy	871 +1	+0.1%	+$443	0.34%	35
2025 Q3	$387K	Sell	870 -10	-1%	-$3.47K	0.34%	32
2025 Q2	$280K	Hold	880	–	–	0.26%	36
2025 Q1	$228K	Hold	880	–	–	0.21%	41
2024 Q4	$355K	Buy	+880	New	+$283K	0.32%	33

Other funds holding TSLA

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Hyperion Asset Management Brisbane, Australia $3.66B AUM 10.02% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Sloy Dahl & Holst Vancouver, Washington $693M AUM 4.8% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

M Wealth Management LLC's TSLA Position: Q3 2026 in Review

M Wealth Management LLC reduced its Tesla (TSLA) stake by 20% in Q3 2026, selling an estimated $179K and leaving 1,986 shares worth $705K. The position accounts for 0.54% of the portfolio, ranked #31.

M Wealth Management LLC first reported a position in TSLA in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.11M in Q1 2026. 1,394 funds tracked by Wall St. Rank hold TSLA as of Q3 2026.

M Wealth Management LLC held 1,986 shares of Tesla worth $705K as of Q3 2026.
M Wealth Management LLC sold 500 Tesla shares in Q3 2026, an estimated $179K.
Tesla made up 0.54% of M Wealth Management LLC's portfolio in Q3 2026, its #31 holding.
M Wealth Management LLC first reported a position in Tesla in Q4 2024 and has held it in 8 quarters since.
M Wealth Management LLC's Tesla position peaked at $1.11M in Q1 2026.
1,394 funds tracked by Wall St. Rank held Tesla as of Q3 2026.

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