Private Wealth Management Group’s Tesla TSLA Stock Holding History

Private Wealth Management Group’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	$163K	Buy	461 +20	+5%	+$7.16K	0.04%	131
2026 Q2	$185K	Hold	441	–	–	0.04%	119
2026 Q1	$164K	Hold	441	–	–	0.04%	96
2025 Q4	$198K	Hold	441	–	–	0.05%	87
2025 Q3	$196K	Sell	441 -8	-2%	-$2.78K	0.05%	87
2025 Q2	$143K	Buy	449 +15	+3%	+$4.52K	0.05%	100
2025 Q1	$112K	Buy	434 +232	+115%	+$77.3K	0.04%	107
2024 Q4	$81.5K	Buy	202 +2	+1%	+$643	0.03%	130
2024 Q3	$52.3K	Buy	200 +17	+9%	+$3.88K	0.02%	157
2024 Q2	$36.2K	Sell	183 -302	-62%	-$52.8K	0.02%	188
2024 Q1	$85.2K	Buy	485 +13	+3%	+$2.54K	0.04%	107
2023 Q4	$117K	Buy	+472	New	+$112K	0.06%	87

Other funds holding TSLA

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Private Wealth Management Group's TSLA Position: Q3 2026 in Review

Private Wealth Management Group increased its Tesla (TSLA) stake by 4.5% in Q3 2026, buying an estimated $7.16K and bringing the position to 461 shares worth $163K. The position accounts for 0.04% of the portfolio, ranked #131.

Private Wealth Management Group first reported a position in TSLA in Q4 2023 and has held it in 12 quarters since. The position peaked at $198K in Q4 2025. 3,336 funds tracked by Wall St. Rank hold TSLA as of Q3 2026.

Private Wealth Management Group held 461 shares of Tesla worth $163K as of Q3 2026.
Private Wealth Management Group bought 20 Tesla shares in Q3 2026, an estimated $7.16K.
Tesla made up 0.04% of Private Wealth Management Group's portfolio in Q3 2026, its #131 holding.
Private Wealth Management Group first reported a position in Tesla in Q4 2023 and has held it in 12 quarters since.
Private Wealth Management Group's Tesla position peaked at $198K in Q4 2025.
3,336 funds tracked by Wall St. Rank held Tesla as of Q3 2026.

Based on Private Wealth Management Group's 13F filing for Q3 2026, filed 19 Oct 2026.