Ridgeline Wealth Planning
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Ridgeline Wealth Planning’s Tesla TSLA Stock Holding History

Ridgeline Wealth Planning’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 		$216K Buy
608
+108
+22% +$38.6K 0.12% 53
2026
Q2 		$210K Buy
+500
New +$199K 0.13% 53
2026
Q1 		– Sell
-488
Closed -$219K – 52
2025
Q4 		$219K Buy
+488
New +$216K 0.16% 47

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 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

Ridgeline Wealth Planning's TSLA Position: Q3 2026 in Review

Ridgeline Wealth Planning increased its Tesla (TSLA) stake by 22% in Q3 2026, buying an estimated $38.6K and bringing the position to 608 shares worth $216K. The position accounts for 0.12% of the portfolio, ranked #53.

Ridgeline Wealth Planning first reported a position in TSLA in Q4 2025 and has held it in 3 quarters since. The position peaked at $219K in Q4 2025. 2,958 funds tracked by Wall St. Rank hold TSLA as of Q3 2026.

  • Ridgeline Wealth Planning held 608 shares of Tesla worth $216K as of Q3 2026.
  • Ridgeline Wealth Planning bought 108 Tesla shares in Q3 2026, an estimated $38.6K.
  • Tesla made up 0.12% of Ridgeline Wealth Planning's portfolio in Q3 2026, its #53 holding.
  • Ridgeline Wealth Planning first reported a position in Tesla in Q4 2025 and has held it in 3 quarters since.
  • Ridgeline Wealth Planning's Tesla position peaked at $219K in Q4 2025.
  • 2,958 funds tracked by Wall St. Rank held Tesla as of Q3 2026.

Based on Ridgeline Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.