Meriwether Wealth & Planning
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Meriwether Wealth & Planning’s Tesla TSLA Stock Holding History

Meriwether Wealth & Planning’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 		$499K Sell
1,407
-57
-4% -$20.4K 0.23% 66
2026
Q2 		$616K Buy
1,464
+85
+6% +$33.8K 0.31% 57
2026
Q1 		$513K Buy
1,379
+185
+15% +$76.2K 0.28% 61
2025
Q4 		$537K Sell
1,194
-56
-4% -$24.8K 0.3% 62
2025
Q3 		$556K Sell
1,250
-40
-3% -$13.9K 0.32% 57
2025
Q2 		$410K Buy
1,290
+45
+4% +$13.6K 0.26% 69
2025
Q1 		$323K Buy
1,245
+377
+43% +$126K 0.21% 82
2024
Q4 		$351K Buy
+868
New +$279K 0.25% 73

Other funds holding TSLA

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 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
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
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Sloy Dahl & Holst
Sloy Dahl & Holst Vancouver, Washington $693M AUM 4.8% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Meriwether Wealth & Planning's TSLA Position: Q3 2026 in Review

Meriwether Wealth & Planning reduced its Tesla (TSLA) stake by 3.9% in Q3 2026, selling an estimated $20.4K and leaving 1,407 shares worth $499K. The position accounts for 0.23% of the portfolio, ranked #66.

Meriwether Wealth & Planning first reported a position in TSLA in Q4 2024 and has held it in 8 quarters since. The position peaked at $616K in Q2 2026. 1,282 funds tracked by Wall St. Rank hold TSLA as of Q3 2026.

  • Meriwether Wealth & Planning held 1,407 shares of Tesla worth $499K as of Q3 2026.
  • Meriwether Wealth & Planning sold 57 Tesla shares in Q3 2026, an estimated $20.4K.
  • Tesla made up 0.23% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #66 holding.
  • Meriwether Wealth & Planning first reported a position in Tesla in Q4 2024 and has held it in 8 quarters since.
  • Meriwether Wealth & Planning's Tesla position peaked at $616K in Q2 2026.
  • 1,282 funds tracked by Wall St. Rank held Tesla as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.