Primoris Wealth Advisors
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Primoris Wealth Advisors’s Tesla TSLA Stock Holding History

Primoris 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 		$299K Sell
844
-95
-10% -$34K 0.14% 104
2026
Q2 		$395K Sell
939
-2,823
-75% -$1.12M 0.18% 89
2026
Q1 		$1.4M Sell
3,762
-765
-17% -$315K 0.98% 31
2025
Q4 		$2.04M Buy
4,527
+4,000
+759% +$1.77M 1.22% 26
2025
Q3 		$234K Buy
+527
New +$183K 0.15% 91

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

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

Primoris Wealth Advisors reduced its Tesla (TSLA) stake by 10% in Q3 2026, selling an estimated $34K and leaving 844 shares worth $299K. The position accounts for 0.14% of the portfolio, ranked #104.

Primoris Wealth Advisors first reported a position in TSLA in Q3 2025 and has held it in 5 quarters since. The position peaked at $2.04M in Q4 2025. 1,934 funds tracked by Wall St. Rank hold TSLA as of Q3 2026.

  • Primoris Wealth Advisors held 844 shares of Tesla worth $299K as of Q3 2026.
  • Primoris Wealth Advisors sold 95 Tesla shares in Q3 2026, an estimated $34K.
  • Tesla made up 0.14% of Primoris Wealth Advisors's portfolio in Q3 2026, its #104 holding.
  • Primoris Wealth Advisors first reported a position in Tesla in Q3 2025 and has held it in 5 quarters since.
  • Primoris Wealth Advisors's Tesla position peaked at $2.04M in Q4 2025.
  • 1,934 funds tracked by Wall St. Rank held Tesla as of Q3 2026.

Based on Primoris Wealth Advisors's 13F filing for Q3 2026, filed 28 Oct 2026.