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Moneywise Inc’s Tesla TSLA Stock Holding History

Moneywise Inc’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 		$251K Sell
708
-71
-9% -$25.4K 0.24% 58
2026
Q2 		$328K Buy
+779
New +$310K 0.12% 67
2025
Q4 		– Sell
-467
Closed -$208K – 87
2025
Q3 		$208K Buy
+467
New +$162K 0.09% 70

Other funds holding TSLA

Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 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 $57.1B AUM 43.46% 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

Moneywise Inc's TSLA Position: Q3 2026 in Review

Moneywise Inc reduced its Tesla (TSLA) stake by 9.1% in Q3 2026, selling an estimated $25.4K and leaving 708 shares worth $251K. The position accounts for 0.24% of the portfolio, ranked #58.

Moneywise Inc first reported a position in TSLA in Q3 2025 and has held it in 3 quarters since. The position peaked at $328K in Q2 2026. 2,375 funds tracked by Wall St. Rank hold TSLA as of Q3 2026.

  • Moneywise Inc held 708 shares of Tesla worth $251K as of Q3 2026.
  • Moneywise Inc sold 71 Tesla shares in Q3 2026, an estimated $25.4K.
  • Tesla made up 0.24% of Moneywise Inc's portfolio in Q3 2026, its #58 holding.
  • Moneywise Inc first reported a position in Tesla in Q3 2025 and has held it in 3 quarters since.
  • Moneywise Inc's Tesla position peaked at $328K in Q2 2026.
  • 2,375 funds tracked by Wall St. Rank held Tesla as of Q3 2026.

Based on Moneywise Inc's 13F filing for Q3 2026, filed 30 Oct 2026.