MBE Wealth Management’s Tesla TSLA Stock Holding History

MBE 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	$303K	Buy	854 +2	+0.2%	+$716	0.11%	130
2026 Q2	$358K	Buy	852 +3	+0.4%	+$1.19K	0.13%	107
2026 Q1	$316K	Sell	849 -8	-0.9%	-$3.3K	0.13%	104
2025 Q4	$385K	Sell	857 -20	-2%	-$8.87K	0.16%	80
2025 Q3	$390K	Sell	877 -152	-15%	-$52.7K	0.17%	76
2025 Q2	$327K	Buy	+1,029	New	+$310K	0.14%	85
2025 Q1	–	Sell	-730	Closed	-$295K	–	127
2024 Q4	$295K	Sell	730 -210	-22%	-$67.6K	0.17%	70
2024 Q3	$246K	Buy	+940	New	+$214K	0.14%	82
2024 Q1	–	Sell	-958	Closed	-$238K	–	98
2023 Q4	$238K	Buy	958 +102	+12%	+$24.2K	0.12%	75
2023 Q3	$214K	Buy	+856	New	+$220K	0.12%	71
2020 Q2	–	Sell	-60	Closed	-$2K	–	470
2020 Q1	$2K	Buy	+60	New	+$2.49K	﹤0.01%	473

Other funds holding TSLA

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

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

MBE Wealth Management increased its Tesla (TSLA) stake by 0.23% in Q3 2026, buying an estimated $716 and bringing the position to 854 shares worth $303K. The position accounts for 0.11% of the portfolio, ranked #130.

MBE Wealth Management first reported a position in TSLA in Q1 2020 and has held it in 11 quarters since. The position peaked at $390K in Q3 2025. 3,717 funds tracked by Wall St. Rank hold TSLA as of Q3 2026.

MBE Wealth Management held 854 shares of Tesla worth $303K as of Q3 2026.
MBE Wealth Management bought 2 Tesla shares in Q3 2026, an estimated $716.
Tesla made up 0.11% of MBE Wealth Management's portfolio in Q3 2026, its #130 holding.
MBE Wealth Management first reported a position in Tesla in Q1 2020 and has held it in 11 quarters since.
MBE Wealth Management's Tesla position peaked at $390K in Q3 2025.
3,717 funds tracked by Wall St. Rank held Tesla as of Q3 2026.

Based on MBE Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.