Sage Mountain Advisors
TSLA icon

Sage Mountain Advisors’s Tesla TSLA Stock Holding History

Sage Mountain 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 		$7.82M Sell
22,029
-552
-2% -$198K 0.46% 34
2026
Q2 		$9.5M Buy
22,581
+707
+3% +$281K 0.58% 26
2026
Q1 		$8.13M Sell
21,874
-20,421
-48% -$8.41M 0.57% 26
2025
Q4 		$19M Sell
42,295
-974
-2% -$432K 1.01% 18
2025
Q3 		$19.2M Buy
43,269
+6,586
+18% +$2.28M 1.1% 16
2025
Q2 		$11.7M Buy
36,683
+12,098
+49% +$3.64M 0.76% 23
2025
Q1 		$6.37M Sell
24,585
-732
-3% -$244K 0.47% 32
2024
Q4 		$10.2M Buy
25,317
+1,893
+8% +$609K 0.75% 24
2024
Q3 		$6.13M Buy
23,424
+4,731
+25% +$1.08M 0.52% 26
2024
Q2 		$3.7M Buy
18,693
+1,379
+8% +$241K 0.34% 41
2024
Q1 		$3.04M Sell
17,314
-342
-2% -$66.8K 0.32% 47
2023
Q4 		$4.39M Sell
17,656
-888
-5% -$211K 0.51% 30
2023
Q3 		$4.64M Buy
18,544
+2,392
+15% +$614K 0.64% 23
2023
Q2 		$4.23M Sell
16,152
-497
-3% -$99.4K 0.6% 28
2023
Q1 		$3.45M Buy
16,649
+14,076
+547% +$2.46M 0.56% 29
2022
Q4 		$317K Sell
2,573
-1,420
-36% -$269K 0.07% 101
2022
Q3 		$1.06M Buy
3,993
+498
+14% +$139K 0.28% 35
2022
Q2 		$785K Sell
3,495
-51
-1% -$13.9K 0.14% 125
2022
Q1 		$1.27M Sell
3,546
-1,386
-28% -$432K 0.2% 81
2021
Q4 		$1.74M Buy
4,932
+654
+15% +$219K 0.21% 64
2021
Q3 		$1.11M Buy
4,278
+1,086
+34% +$256K 0.16% 111
2021
Q2 		$723K Buy
3,192
+144
+5% +$31.3K 0.12% 176
2021
Q1 		$679K Buy
3,048
+1,683
+123% +$423K 0.14% 122
2020
Q4 		$321K Buy
+1,365
New +$233K 0.11% 127

Other funds holding TSLA

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
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
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Sage Mountain Advisors's TSLA Position: Q3 2026 in Review

Sage Mountain Advisors reduced its Tesla (TSLA) stake by 2.4% in Q3 2026, selling an estimated $198K and leaving 22,029 shares worth $7.82M. The position accounts for 0.46% of the portfolio, ranked #34.

Sage Mountain Advisors first reported a position in TSLA in Q4 2020 and has held it in 24 quarters since. The position peaked at $19.2M in Q3 2025. 3,717 funds tracked by Wall St. Rank hold TSLA as of Q3 2026.

  • Sage Mountain Advisors held 22,029 shares of Tesla worth $7.82M as of Q3 2026.
  • Sage Mountain Advisors sold 552 Tesla shares in Q3 2026, an estimated $198K.
  • Tesla made up 0.46% of Sage Mountain Advisors's portfolio in Q3 2026, its #34 holding.
  • Sage Mountain Advisors first reported a position in Tesla in Q4 2020 and has held it in 24 quarters since.
  • Sage Mountain Advisors's Tesla position peaked at $19.2M in Q3 2025.
  • 3,717 funds tracked by Wall St. Rank held Tesla as of Q3 2026.

Based on Sage Mountain Advisors's 13F filing for Q3 2026, filed 2 Nov 2026.