McMill Wealth Management
TSLA icon

McMill Wealth Management’s Tesla TSLA Stock Holding History

McMill 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 		– Sell
-542
Closed -$228K – 69
2026
Q2 		$228K Buy
+542
New +$216K 0.05% 55
2026
Q1 		– Sell
-527
Closed -$237K – 83
2025
Q4 		$237K Hold
527
– – 0.07% 53
2025
Q3 		$234K Buy
+527
New +$183K 0.07% 50

Other funds holding TSLA

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
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
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 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

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

McMill Wealth Management sold out of Tesla (TSLA) in Q3 2026, closing a stake of 542 shares — an estimated $228K sold.

McMill Wealth Management first reported a position in TSLA in Q3 2025 and held it in 3 quarters. The position peaked at $237K in Q4 2025. 3,336 funds tracked by Wall St. Rank hold TSLA as of Q3 2026.

  • McMill Wealth Management reported no remaining Tesla position as of Q3 2026 after selling out during the quarter.
  • McMill Wealth Management sold 542 Tesla shares in Q3 2026, an estimated $228K.
  • McMill Wealth Management first reported a position in Tesla in Q3 2025 and held it in 3 quarters.
  • McMill Wealth Management's Tesla position peaked at $237K in Q4 2025.
  • 3,336 funds tracked by Wall St. Rank held Tesla as of Q3 2026.

Based on McMill Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.