Nicholson Wealth Management Group’s Tesla TSLA Stock Holding History

Nicholson Wealth Management Group’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	$765K	Buy	2,155 +338	+19%	+$121K	0.46%	82
2026 Q2	$764K	Buy	1,817 +104	+6%	+$41.4K	0.45%	77
2026 Q1	$637K	Buy	1,713 +5	+0.3%	+$2.06K	0.37%	84
2025 Q4	$768K	Buy	1,708 +144	+9%	+$63.8K	0.45%	80
2025 Q3	$696K	Hold	1,564	–	–	0.41%	84
2025 Q2	$497K	Buy	1,564 +121	+8%	+$36.5K	0.31%	92
2025 Q1	$374K	Sell	1,443 -175	-11%	-$58.3K	0.25%	91
2024 Q4	$653K	Buy	1,618 +200	+14%	+$64.3K	0.44%	81
2024 Q3	$371K	Buy	+1,418	New	+$323K	0.3%	89

Other funds holding TSLA

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Nicholson Wealth Management Group's TSLA Position: Q3 2026 in Review

Nicholson Wealth Management Group increased its Tesla (TSLA) stake by 19% in Q3 2026, buying an estimated $121K and bringing the position to 2,155 shares worth $765K. The position accounts for 0.46% of the portfolio, ranked #82.

Nicholson Wealth Management Group first reported a position in TSLA in Q3 2024 and has held it in 9 quarters since. The position peaked at $768K in Q4 2025. 2,958 funds tracked by Wall St. Rank hold TSLA as of Q3 2026.

Nicholson Wealth Management Group held 2,155 shares of Tesla worth $765K as of Q3 2026.
Nicholson Wealth Management Group bought 338 Tesla shares in Q3 2026, an estimated $121K.
Tesla made up 0.46% of Nicholson Wealth Management Group's portfolio in Q3 2026, its #82 holding.
Nicholson Wealth Management Group first reported a position in Tesla in Q3 2024 and has held it in 9 quarters since.
Nicholson Wealth Management Group's Tesla position peaked at $768K in Q4 2025.
2,958 funds tracked by Wall St. Rank held Tesla as of Q3 2026.

Based on Nicholson Wealth Management Group's 13F filing for Q3 2026, filed 9 Nov 2026.