Obermeyer Wealth Partners
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Obermeyer Wealth Partners’s Tesla TSLA Stock Holding History

Obermeyer Wealth Partners’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 		$916K Buy
2,582
+205
+9% +$73.4K 0.04% 126
2026
Q2 		$1000K Buy
2,377
+130
+6% +$51.7K 0.04% 119
2026
Q1 		$835K Buy
2,247
+2
+0.1% +$824 0.04% 129
2025
Q4 		$1.01M Sell
2,245
-4
-0.2% -$1.77K 0.05% 112
2025
Q3 		$1000K Buy
2,249
+421
+23% +$146K 0.05% 108
2025
Q2 		$581K Buy
1,828
+475
+35% +$143K 0.03% 144
2025
Q1 		$351K Buy
1,353
+84
+7% +$28K 0.02% 183
2024
Q4 		$512K Buy
1,269
+52
+4% +$16.7K 0.03% 147
2024
Q3 		$318K Buy
1,217
+35
+3% +$7.98K 0.02% 198
2024
Q2 		$234K Sell
1,182
-5
-0.4% -$874 0.01% 216
2024
Q1 		$209K Buy
1,187
+104
+10% +$20.3K 0.01% 242
2023
Q4 		$269K Sell
1,083
-25
-2% -$5.94K 0.02% 184
2023
Q3 		$277K Sell
1,108
-789
-42% -$203K 0.02% 167
2023
Q2 		$497K Buy
1,897
+720
+61% +$144K 0.04% 119
2023
Q1 		$244K Buy
+1,177
New +$205K 0.02% 186
2022
Q4 		– Sell
-2,561
Closed -$679K – 238
2022
Q3 		$679K Buy
2,561
+89
+4% +$24.9K 0.06% 84
2022
Q2 		$555K Buy
2,472
+204
+9% +$55.7K 0.04% 105
2022
Q1 		$815K Buy
2,268
+27
+1% +$8.41K 0.05% 89
2021
Q4 		$789K Sell
2,241
-2,421
-52% -$812K 0.04% 92
2021
Q3 		$1.2M Hold
4,662
– – 0.07% 65
2021
Q2 		$1.06M Sell
4,662
-345
-7% -$74.9K 0.06% 75
2021
Q1 		$1.12M Sell
5,007
-1,101
-18% -$276K 0.07% 68
2020
Q4 		$1.44M Sell
6,108
-1,812
-23% -$309K 0.1% 54
2020
Q3 		$1.13M Sell
7,920
-15
-0.2% -$1.77K 0.08% 55
2020
Q2 		$571K Sell
7,935
-60
-0.8% -$3.25K 0.05% 70
2020
Q1 		$279K Buy
7,995
+495
+7% +$20.5K 0.03% 94
2019
Q4 		$209K Buy
+7,500
New +$163K 0.02% 125

Other funds holding TSLA

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
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
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

Obermeyer Wealth Partners's TSLA Position: Q3 2026 in Review

Obermeyer Wealth Partners increased its Tesla (TSLA) stake by 8.6% in Q3 2026, buying an estimated $73.4K and bringing the position to 2,582 shares worth $916K. The position accounts for 0.04% of the portfolio, ranked #126.

Obermeyer Wealth Partners first reported a position in TSLA in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.44M in Q4 2020. 2,608 funds tracked by Wall St. Rank hold TSLA as of Q3 2026.

  • Obermeyer Wealth Partners held 2,582 shares of Tesla worth $916K as of Q3 2026.
  • Obermeyer Wealth Partners bought 205 Tesla shares in Q3 2026, an estimated $73.4K.
  • Tesla made up 0.04% of Obermeyer Wealth Partners's portfolio in Q3 2026, its #126 holding.
  • Obermeyer Wealth Partners first reported a position in Tesla in Q4 2019 and has held it in 27 quarters since.
  • Obermeyer Wealth Partners's Tesla position peaked at $1.44M in Q4 2020.
  • 2,608 funds tracked by Wall St. Rank held Tesla as of Q3 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q3 2026, filed 21 Oct 2026.