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

River 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 		$792K Sell
2,232
-145
-6% -$51.9K 0.09% 114
2026
Q2 		$1000K Sell
2,377
-27
-1% -$10.7K 0.1% 113
2026
Q1 		$894K Sell
2,404
-172
-7% -$70.9K 0.1% 115
2025
Q4 		$1.16M Buy
2,576
+1,002
+64% +$444K 0.13% 102
2025
Q3 		$700K Buy
1,574
+209
+15% +$72.5K 0.08% 133
2025
Q2 		$434K Buy
1,365
+583
+75% +$176K 0.05% 162
2025
Q1 		$203K Buy
782
+10
+1% +$3.33K 0.03% 197
2024
Q4 		$312K Sell
772
-525
-40% -$169K 0.04% 177
2024
Q3 		$339K Sell
1,297
-597
-32% -$136K 0.05% 169
2024
Q2 		$375K Buy
1,894
+642
+51% +$112K 0.05% 156
2024
Q1 		$220K Buy
1,252
+112
+10% +$21.9K 0.03% 193
2023
Q4 		$283K Sell
1,140
-39
-3% -$9.27K 0.05% 176
2023
Q3 		$295K Sell
1,179
-32
-3% -$8.22K 0.05% 174
2023
Q2 		$317K Sell
1,211
-383
-24% -$76.6K 0.05% 177
2023
Q1 		$331K Sell
1,594
-1,715
-52% -$299K 0.06% 171
2022
Q4 		$408K Sell
3,309
-375
-10% -$71K 0.08% 162
2022
Q3 		$977K Buy
3,684
+2,313
+169% +$646K 0.21% 107
2022
Q2 		$308K Buy
1,371
+402
+41% +$110K 0.06% 177
2022
Q1 		$348K Hold
969
– – 0.06% 176
2021
Q4 		$341K Buy
969
+12
+1% +$4.02K 0.05% 184
2021
Q3 		$247K Buy
+957
New +$225K 0.04% 196
2018
Q3 		– Sell
-2,325
Closed -$53K – 611
2018
Q2 		$53K Buy
+2,325
New +$47.2K 0.02% 271

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

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

River Wealth Advisors reduced its Tesla (TSLA) stake by 6.1% in Q3 2026, selling an estimated $51.9K and leaving 2,232 shares worth $792K. The position accounts for 0.09% of the portfolio, ranked #114.

River Wealth Advisors first reported a position in TSLA in Q2 2018 and has held it in 22 quarters since. The position peaked at $1.16M in Q4 2025. 2,771 funds tracked by Wall St. Rank hold TSLA as of Q3 2026.

  • River Wealth Advisors held 2,232 shares of Tesla worth $792K as of Q3 2026.
  • River Wealth Advisors sold 145 Tesla shares in Q3 2026, an estimated $51.9K.
  • Tesla made up 0.09% of River Wealth Advisors's portfolio in Q3 2026, its #114 holding.
  • River Wealth Advisors first reported a position in Tesla in Q2 2018 and has held it in 22 quarters since.
  • River Wealth Advisors's Tesla position peaked at $1.16M in Q4 2025.
  • 2,771 funds tracked by Wall St. Rank held Tesla as of Q3 2026.

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