PTM Wealth Management
TSLA icon

PTM Wealth Management’s Tesla TSLA Stock Holding History

PTM Wealth 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 		$347K Hold
911
– – 0.15% 44
2026
Q2 		$285K Sell
911
-31
-3% -$12.3K 0.13% 48
2026
Q1 		$332K Buy
942
+342
+57% +$141K 0.18% 41
2025
Q4 		$271K Hold
600
– – 0.15% 48
2025
Q3 		$272K Buy
+600
New +$208K 0.16% 44

Other funds holding TSLA

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

PTM Wealth Management's TSLA Position: Q3 2026 in Review

PTM Wealth Management held its Tesla (TSLA) position steady in Q3 2026 at 911 shares worth $347K. The position accounts for 0.15% of the portfolio, ranked #44.

PTM Wealth Management first reported a position in TSLA in Q3 2025 and has held it in 5 quarters since. 2,771 funds tracked by Wall St. Rank hold TSLA as of Q3 2026.

  • PTM Wealth Management held 911 shares of Tesla worth $347K as of Q3 2026.
  • PTM Wealth Management left its Tesla share count unchanged in Q3 2026.
  • Tesla made up 0.15% of PTM Wealth Management's portfolio in Q3 2026, its #44 holding.
  • PTM Wealth Management first reported a position in Tesla in Q3 2025 and has held it in 5 quarters since.
  • 2,771 funds tracked by Wall St. Rank held Tesla as of Q3 2026.

Based on PTM Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.