Proactive Wealth Strategies’s Tesla TSLA Stock Holding History

Proactive Wealth Strategies’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	$3.19M	Buy	9,000 +120	+1%	+$42.9K	0.49%	56
2026 Q2	$3.73M	Buy	8,880 +4	+0%	+$1.59K	0.6%	50
2026 Q1	$3.3M	Buy	8,876 +2,568	+41%	+$1.06M	0.62%	46
2025 Q4	$2.84M	Buy	6,308 +424	+7%	+$188K	1.12%	30
2025 Q3	$2.62M	Sell	5,884 -143	-2%	-$49.6K	1.13%	28
2025 Q2	$1.92M	Sell	6,027 -147	-2%	-$44.3K	0.9%	41
2025 Q1	$1.6M	Buy	6,174 +35	+0.6%	+$11.7K	0.85%	41
2024 Q4	$2.48M	Buy	6,139 +274	+5%	+$88.2K	1.29%	26
2024 Q3	$1.53M	Buy	+5,865	New	+$1.34M	0.85%	38

Other funds holding TSLA

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

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 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

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Proactive Wealth Strategies's TSLA Position: Q3 2026 in Review

Proactive Wealth Strategies increased its Tesla (TSLA) stake by 1.4% in Q3 2026, buying an estimated $42.9K and bringing the position to 9,000 shares worth $3.19M. The position accounts for 0.49% of the portfolio, ranked #56.

Proactive Wealth Strategies first reported a position in TSLA in Q3 2024 and has held it in 9 quarters since. The position peaked at $3.73M in Q2 2026. 2,958 funds tracked by Wall St. Rank hold TSLA as of Q3 2026.

Proactive Wealth Strategies held 9,000 shares of Tesla worth $3.19M as of Q3 2026.
Proactive Wealth Strategies bought 120 Tesla shares in Q3 2026, an estimated $42.9K.
Tesla made up 0.49% of Proactive Wealth Strategies's portfolio in Q3 2026, its #56 holding.
Proactive Wealth Strategies first reported a position in Tesla in Q3 2024 and has held it in 9 quarters since.
Proactive Wealth Strategies's Tesla position peaked at $3.73M in Q2 2026.
2,958 funds tracked by Wall St. Rank held Tesla as of Q3 2026.

Based on Proactive Wealth Strategies's 13F filing for Q3 2026, filed 9 Nov 2026.