Peterson Wealth Services
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Peterson Wealth Services’s Tesla TSLA Stock Holding History

Peterson Wealth 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 		$16M Buy
45,154
+1,814
+4% +$649K 3.38% 6
2026
Q2 		$18.2M Sell
43,340
-496
-1% -$197K 3.97% 5
2026
Q1 		$16.3M Buy
43,836
+644
+1% +$265K 4.03% 5
2025
Q4 		$19.4M Buy
43,192
+43,042
+28,695% +$19.1M 4.97% 4
2025
Q3 		$20M Sell
150
-44,874
-100% -$15.6M 4.94% 4
2025
Q2 		$14.3M Buy
45,024
+8,410
+23% +$2.53M 3.92% 5
2025
Q1 		$9.49M Sell
36,614
-15,478
-30% -$5.16M 2.94% 7
2024
Q4 		$21M Buy
52,092
+10,370
+25% +$3.34M 6.32% 3
2024
Q3 		$10.9M Buy
41,722
+687
+2% +$157K 3.49% 5
2024
Q2 		$8.12M Buy
41,035
+659
+2% +$115K 2.84% 8
2024
Q1 		$7.1M Sell
40,376
-6,730
-14% -$1.31M 2.58% 9
2023
Q4 		$11.7M Buy
+47,106
New +$11.2M 5.02% 3
2023
Q3 		– Sell
-49,898
Closed -$13.1M – 86
2023
Q2 		$13.1M Buy
49,898
+831
+2% +$166K 6.27% 3
2023
Q1 		$10.2M Buy
49,067
+32,131
+190% +$5.61M 5.23% 3
2022
Q4 		$2.09M Buy
16,936
+1,105
+7% +$209K 1.19% 28
2022
Q3 		$4.2M Buy
15,831
+972
+7% +$271K 2.98% 5
2022
Q2 		$3.34M Buy
14,859
+2,340
+19% +$639K 2.4% 10
2022
Q1 		$4.5M Buy
12,519
+1,686
+16% +$525K 2.76% 8
2021
Q4 		$3.82M Buy
+10,833
New +$3.63M 2.53% 8

Other funds holding TSLA

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 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 $57B AUM 43.56% 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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Hyperion Asset Management
Hyperion Asset Management Brisbane, Australia $3.66B AUM 10.02% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Peterson Wealth Services's TSLA Position: Q3 2026 in Review

Peterson Wealth Services increased its Tesla (TSLA) stake by 4.2% in Q3 2026, buying an estimated $649K and bringing the position to 45,154 shares worth $16M. The position accounts for 3.38% of the portfolio, ranked #6.

Peterson Wealth Services first reported a position in TSLA in Q4 2021 and has held it in 19 quarters since. The position peaked at $21M in Q4 2024. 1,934 funds tracked by Wall St. Rank hold TSLA as of Q3 2026.

  • Peterson Wealth Services held 45,154 shares of Tesla worth $16M as of Q3 2026.
  • Peterson Wealth Services bought 1,814 Tesla shares in Q3 2026, an estimated $649K.
  • Tesla made up 3.38% of Peterson Wealth Services's portfolio in Q3 2026, its #6 holding.
  • Peterson Wealth Services first reported a position in Tesla in Q4 2021 and has held it in 19 quarters since.
  • Peterson Wealth Services's Tesla position peaked at $21M in Q4 2024.
  • 1,934 funds tracked by Wall St. Rank held Tesla as of Q3 2026.

Based on Peterson Wealth Services's 13F filing for Q3 2026, filed 26 Oct 2026.