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McBroom & Associates’s Tesla TSLA Stock Holding History

McBroom & Associates’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 		$7.36M Sell
20,752
-1,522
-7% -$545K 4.45% 10
2026
Q2 		$9.37M Buy
22,274
+1,457
+7% +$579K 4.71% 7
2026
Q1 		$7.74M Sell
20,817
-1,721
-8% -$709K 4.31% 11
2025
Q4 		$10.1M Sell
22,538
-300
-1% -$133K 4.93% 8
2025
Q3 		$10.2M Sell
22,838
-958
-4% -$332K 4.83% 8
2025
Q2 		$6.17M Hold
23,796
– – 3.53% 15
2025
Q1 		$6.17M Buy
23,796
+400
+2% +$133K 3.53% 15
2024
Q4 		$9.45M Sell
23,396
-439
-2% -$141K 5.34% 6
2024
Q3 		$6.24M Buy
23,835
+1,646
+7% +$375K 3.81% 15
2024
Q2 		$4.39M Sell
22,189
-520
-2% -$90.9K 2.75% 17
2024
Q1 		$3.99M Buy
22,709
+189
+0.8% +$36.9K 2.63% 19
2023
Q4 		$5.6M Buy
22,520
+331
+1% +$78.7K 4.08% 15
2023
Q3 		$5.55M Buy
22,189
+810
+4% +$208K 4.42% 8
2023
Q2 		$5.6M Buy
21,379
+540
+3% +$108K 4.42% 10
2023
Q1 		$4.32M Buy
20,839
+14,561
+232% +$2.54M 3.87% 14
2022
Q4 		$773K Sell
6,278
-5,935
-49% -$1.12M 0.84% 27
2022
Q3 		$3.24M Buy
12,213
+165
+1% +$46.1K 3.65% 14
2022
Q2 		$2.7M Sell
12,048
-45
-0.4% -$12.3K 2.94% 19
2022
Q1 		$4.34M Buy
12,093
+3,747
+45% +$1.17M 3.85% 17
2021
Q4 		$2.94M Buy
+8,346
New +$2.8M 2.21% 21

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

McBroom & Associates's TSLA Position: Q3 2026 in Review

McBroom & Associates reduced its Tesla (TSLA) stake by 6.8% in Q3 2026, selling an estimated $545K and leaving 20,752 shares worth $7.36M. The position accounts for 4.45% of the portfolio, ranked #10.

McBroom & Associates first reported a position in TSLA in Q4 2021 and has held it in 20 quarters since. The position peaked at $10.2M in Q3 2025. 1,957 funds tracked by Wall St. Rank hold TSLA as of Q3 2026.

  • McBroom & Associates held 20,752 shares of Tesla worth $7.36M as of Q3 2026.
  • McBroom & Associates sold 1,522 Tesla shares in Q3 2026, an estimated $545K.
  • Tesla made up 4.45% of McBroom & Associates's portfolio in Q3 2026, its #10 holding.
  • McBroom & Associates first reported a position in Tesla in Q4 2021 and has held it in 20 quarters since.
  • McBroom & Associates's Tesla position peaked at $10.2M in Q3 2025.
  • 1,957 funds tracked by Wall St. Rank held Tesla as of Q3 2026.

Based on McBroom & Associates's 13F filing for Q3 2026, filed 29 Oct 2026.