Sageworth Trust
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Sageworth Trust’s Tesla TSLA Stock Holding History

Sageworth Trust’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 		$4.96M Buy
13,977
+801
+6% +$287K 0.19% 30
2026
Q2 		$5.54M Buy
13,176
+599
+5% +$238K 0.22% 27
2026
Q1 		$4.68M Buy
12,577
+298
+2% +$123K 0.2% 30
2025
Q4 		$5.52M Sell
12,279
-4,108
-25% -$1.82M 0.24% 23
2025
Q3 		$7.29M Sell
16,387
-646
-4% -$224K 0.34% 25
2025
Q2 		$5.41M Buy
17,033
+87
+0.5% +$26.2K 0.3% 21
2025
Q1 		$4.39M Buy
16,946
+2,635
+18% +$878K 0.27% 25
2024
Q4 		$5.78M Sell
14,311
-2,479
-15% -$798K 0.36% 20
2024
Q3 		$4.39M Sell
16,790
-1,760
-9% -$401K 0.26% 26
2024
Q2 		$3.67M Buy
18,550
+1,349
+8% +$236K 0.23% 28
2024
Q1 		$3.02M Buy
17,201
+5,340
+45% +$1.04M 0.2% 29
2023
Q4 		$2.95M Sell
11,861
-607
-5% -$144K 0.2% 30
2023
Q3 		$3.12M Hold
12,468
– – 0.23% 31
2023
Q2 		$3.26M Buy
12,468
+10,575
+559% +$2.11M 0.23% 27
2023
Q1 		$393K Buy
1,893
+732
+63% +$128K 0.03% 70
2022
Q4 		$143K Hold
1,161
– – 0.01% 87
2022
Q3 		$308K Hold
1,161
– – 0.03% 62
2022
Q2 		$261K Buy
+1,161
New +$317K 0.02% 69

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

Sageworth Trust's TSLA Position: Q3 2026 in Review

Sageworth Trust increased its Tesla (TSLA) stake by 6.1% in Q3 2026, buying an estimated $287K and bringing the position to 13,977 shares worth $4.96M. The position accounts for 0.19% of the portfolio, ranked #30.

Sageworth Trust first reported a position in TSLA in Q2 2022 and has held it in 18 quarters since. The position peaked at $7.29M in Q3 2025. 2,771 funds tracked by Wall St. Rank hold TSLA as of Q3 2026.

  • Sageworth Trust held 13,977 shares of Tesla worth $4.96M as of Q3 2026.
  • Sageworth Trust bought 801 Tesla shares in Q3 2026, an estimated $287K.
  • Tesla made up 0.19% of Sageworth Trust's portfolio in Q3 2026, its #30 holding.
  • Sageworth Trust first reported a position in Tesla in Q2 2022 and has held it in 18 quarters since.
  • Sageworth Trust's Tesla position peaked at $7.29M in Q3 2025.
  • 2,771 funds tracked by Wall St. Rank held Tesla as of Q3 2026.

Based on Sageworth Trust's 13F filing for Q3 2026, filed 30 Oct 2026.