Roxbury Financial
TSLA icon

Roxbury Financial’s Tesla TSLA Stock Holding History

Roxbury Financial’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 		$200K Buy
563
+8
+1% +$2.86K 0.15% 100
2026
Q2 		$233K Hold
555
– – 0.18% 92
2026
Q1 		$206K Sell
555
-1
-0.2% -$412 0.19% 90
2025
Q4 		$250K Hold
556
– – 0.22% 76
2025
Q3 		$247K Buy
556
+15
+3% +$5.2K 0.23% 77
2025
Q2 		$172K Buy
541
+99
+22% +$29.8K 0.17% 97
2025
Q1 		$129K Buy
442
+2
+0.5% +$667 0.13% 106
2024
Q4 		$152K Buy
+440
New +$142K 0.15% 102

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

Roxbury Financial's TSLA Position: Q3 2026 in Review

Roxbury Financial increased its Tesla (TSLA) stake by 1.4% in Q3 2026, buying an estimated $2.86K and bringing the position to 563 shares worth $200K. The position accounts for 0.15% of the portfolio, ranked #100.

Roxbury Financial first reported a position in TSLA in Q4 2024 and has held it in 8 quarters since. The position peaked at $250K in Q4 2025. 2,894 funds tracked by Wall St. Rank hold TSLA as of Q3 2026.

  • Roxbury Financial held 563 shares of Tesla worth $200K as of Q3 2026.
  • Roxbury Financial bought 8 Tesla shares in Q3 2026, an estimated $2.86K.
  • Tesla made up 0.15% of Roxbury Financial's portfolio in Q3 2026, its #100 holding.
  • Roxbury Financial first reported a position in Tesla in Q4 2024 and has held it in 8 quarters since.
  • Roxbury Financial's Tesla position peaked at $250K in Q4 2025.
  • 2,894 funds tracked by Wall St. Rank held Tesla as of Q3 2026.

Based on Roxbury Financial's 13F filing for Q3 2026, filed 1 Oct 2026.