Phillips Financial Management
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Phillips Financial Management’s Tesla TSLA Stock Holding History

Phillips Financial Management’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 		$1.42M Buy
4,007
+11
+0.3% +$3.94K 0.11% 88
2026
Q2 		$1.68M Sell
3,996
-6
-0.1% -$2.39K 0.12% 83
2026
Q1 		$1.49M Sell
4,002
-22
-0.5% -$9.06K 0.11% 91
2025
Q4 		$1.81M Buy
4,024
+14
+0.3% +$6.21K 0.12% 88
2025
Q3 		$1.78M Buy
4,010
+141
+4% +$48.9K 0.12% 87
2025
Q2 		$1.23M Buy
3,869
+123
+3% +$37.1K 0.09% 98
2025
Q1 		$971K Buy
3,746
+338
+10% +$113K 0.08% 108
2024
Q4 		$1.38M Buy
3,408
+93
+3% +$29.9K 0.11% 93
2024
Q3 		$867K Sell
3,315
-9
-0.3% -$2.05K 0.07% 115
2024
Q2 		$658K Buy
3,324
+435
+15% +$76K 0.05% 122
2024
Q1 		$508K Buy
2,889
+365
+14% +$71.3K 0.04% 131
2023
Q4 		$627K Buy
2,524
+31
+1% +$7.37K 0.05% 120
2023
Q3 		$624K Buy
2,493
+65
+3% +$16.7K 0.06% 119
2023
Q2 		$636K Buy
2,428
+15
+0.6% +$3K 0.06% 118
2023
Q1 		$501K Buy
2,413
+17
+0.7% +$2.97K 0.05% 125
2022
Q4 		$295K Buy
2,396
+7
+0.3% +$1.32K 0.03% 128
2022
Q3 		$634K Buy
+2,389
New +$667K 0.07% 103
2022
Q2 		– Sell
-2,331
Closed -$838K – 139
2022
Q1 		$838K Buy
+2,331
New +$726K 0.08% 91

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

Phillips Financial Management's TSLA Position: Q3 2026 in Review

Phillips Financial Management increased its Tesla (TSLA) stake by 0.28% in Q3 2026, buying an estimated $3.94K and bringing the position to 4,007 shares worth $1.42M. The position accounts for 0.11% of the portfolio, ranked #88.

Phillips Financial Management first reported a position in TSLA in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.81M in Q4 2025. 2,393 funds tracked by Wall St. Rank hold TSLA as of Q3 2026.

  • Phillips Financial Management held 4,007 shares of Tesla worth $1.42M as of Q3 2026.
  • Phillips Financial Management bought 11 Tesla shares in Q3 2026, an estimated $3.94K.
  • Tesla made up 0.11% of Phillips Financial Management's portfolio in Q3 2026, its #88 holding.
  • Phillips Financial Management first reported a position in Tesla in Q1 2022 and has held it in 18 quarters since.
  • Phillips Financial Management's Tesla position peaked at $1.81M in Q4 2025.
  • 2,393 funds tracked by Wall St. Rank held Tesla as of Q3 2026.

Based on Phillips Financial Management's 13F filing for Q3 2026, filed 19 Oct 2026.