Optivise Advisory Services’s Tesla TSLA Stock Holding History

Optivise Advisory Services’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	$1.25M	Buy	3,515 +193	+6%	+$69.1K	0.61%	44
2026 Q2	$1.4M	Sell	3,322 -454	-12%	-$181K	0.71%	37
2026 Q1	$1.4M	Buy	3,776 +57	+2%	+$23.5K	0.85%	27
2025 Q4	$1.67M	Buy	3,719 +555	+18%	+$246K	0.96%	26
2025 Q3	$1.41M	Sell	3,164 -621	-16%	-$215K	0.84%	31
2025 Q2	$1.2M	Buy	3,785 +807	+27%	+$243K	0.61%	44
2025 Q1	$772K	Sell	2,978 -106	-3%	-$35.3K	0.43%	60
2024 Q4	$1.25M	Buy	3,084 +1,021	+49%	+$328K	0.67%	39
2024 Q3	$540K	Buy	2,063 +200	+11%	+$45.6K	0.28%	74
2024 Q2	$369K	Buy	+1,863	New	+$326K	0.2%	110

Other funds holding TSLA

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Hyperion Asset Management Brisbane, Australia $3.66B AUM 10.02% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Sloy Dahl & Holst Vancouver, Washington $693M AUM 4.8% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Optivise Advisory Services's TSLA Position: Q3 2026 in Review

Optivise Advisory Services increased its Tesla (TSLA) stake by 5.8% in Q3 2026, buying an estimated $69.1K and bringing the position to 3,515 shares worth $1.25M. The position accounts for 0.61% of the portfolio, ranked #44.

Optivise Advisory Services first reported a position in TSLA in Q2 2024 and has held it in 10 quarters since. The position peaked at $1.67M in Q4 2025. 1,414 funds tracked by Wall St. Rank hold TSLA as of Q3 2026.

Optivise Advisory Services held 3,515 shares of Tesla worth $1.25M as of Q3 2026.
Optivise Advisory Services bought 193 Tesla shares in Q3 2026, an estimated $69.1K.
Tesla made up 0.61% of Optivise Advisory Services's portfolio in Q3 2026, its #44 holding.
Optivise Advisory Services first reported a position in Tesla in Q2 2024 and has held it in 10 quarters since.
Optivise Advisory Services's Tesla position peaked at $1.67M in Q4 2025.
1,414 funds tracked by Wall St. Rank held Tesla as of Q3 2026.

Based on Optivise Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.