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Portus Wealth Advisors’s Tesla TSLA Stock Holding History

Portus Wealth Advisors’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 		$1.06M Buy
2,991
+9
+0.3% +$3.22K 0.87% 30
2026
Q2 		$1.25M Buy
2,982
+21
+0.7% +$8.35K 1.03% 30
2026
Q1 		$1.1M Sell
2,961
-185
-6% -$76.2K 1.04% 30
2025
Q4 		$1.41M Buy
3,146
+45
+1% +$19.9K 1.33% 22
2025
Q3 		$1.38M Buy
+3,101
New +$1.08M 1.38% 20

Other funds holding TSLA

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
NAH
Neumann Advisory (HK) Central, Hong Kong $314M AUM 9.99% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
AF
Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Portus Wealth Advisors's TSLA Position: Q3 2026 in Review

Portus Wealth Advisors increased its Tesla (TSLA) stake by 0.3% in Q3 2026, buying an estimated $3.22K and bringing the position to 2,991 shares worth $1.06M. The position accounts for 0.87% of the portfolio, ranked #30.

Portus Wealth Advisors first reported a position in TSLA in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.41M in Q4 2025. 340 funds tracked by Wall St. Rank hold TSLA as of Q3 2026.

  • Portus Wealth Advisors held 2,991 shares of Tesla worth $1.06M as of Q3 2026.
  • Portus Wealth Advisors bought 9 Tesla shares in Q3 2026, an estimated $3.22K.
  • Tesla made up 0.87% of Portus Wealth Advisors's portfolio in Q3 2026, its #30 holding.
  • Portus Wealth Advisors first reported a position in Tesla in Q3 2025 and has held it in 5 quarters since.
  • Portus Wealth Advisors's Tesla position peaked at $1.41M in Q4 2025.
  • 340 funds tracked by Wall St. Rank held Tesla as of Q3 2026.

Based on Portus Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.