Mindset Wealth Management’s Tesla TSLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$1.73M Sell
4,886
-296
-6% -$106K 0.31% 31
2026
Q2
$2.18M Buy
5,182
+51
+1% +$20.3K 0.42% 25
2026
Q1
$1.91M Buy
5,131
+616
+14% +$254K 0.51% 19
2025
Q4
$2.03M Buy
4,515
+30
+0.7% +$13.3K 0.53% 16
2025
Q3
$1.99M Buy
4,485
+237
+6% +$82.2K 0.54% 15
2025
Q2
$1.35M Sell
4,248
-457
-10% -$138K 0.44% 21
2025
Q1
$1.22M Buy
4,705
+1,422
+43% +$474K 0.47% 19
2024
Q4
$1.33M Buy
3,283
+446
+16% +$143K 0.48% 14
2024
Q3
$742K Buy
+2,837
New +$647K 0.31% 30

Other funds holding TSLA

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

Mindset Wealth Management reduced its Tesla (TSLA) stake by 5.7% in Q3 2026, selling an estimated $106K and leaving 4,886 shares worth $1.73M. The position accounts for 0.31% of the portfolio, ranked #31.

Mindset Wealth Management first reported a position in TSLA in Q3 2024 and has held it in 9 quarters since. The position peaked at $2.18M in Q2 2026. 951 funds tracked by Wall St. Rank hold TSLA as of Q3 2026.

  • Mindset Wealth Management held 4,886 shares of Tesla worth $1.73M as of Q3 2026.
  • Mindset Wealth Management sold 296 Tesla shares in Q3 2026, an estimated $106K.
  • Tesla made up 0.31% of Mindset Wealth Management's portfolio in Q3 2026, its #31 holding.
  • Mindset Wealth Management first reported a position in Tesla in Q3 2024 and has held it in 9 quarters since.
  • Mindset Wealth Management's Tesla position peaked at $2.18M in Q2 2026.
  • 951 funds tracked by Wall St. Rank held Tesla as of Q3 2026.

Based on Mindset Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.