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Shelter Rock Management’s Tesla TSLA Stock Holding History

Shelter Rock Management’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 		$312K Hold
841
– – 0.29% 28
2026
Q2 		$354K Hold
841
– – 0.34% 27
2026
Q1 		$313K Hold
841
– – 0.33% 24
2025
Q4 		$378K Buy
+841
New +$373K 0.38% 30

Other funds holding TSLA

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
NAH
Neumann Advisory (HK) Central, Hong Kong $314M AUM 9.99% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return

Shelter Rock Management's TSLA Position: Q3 2026 in Review

Shelter Rock Management held its Tesla (TSLA) position steady in Q3 2026 at 841 shares worth $312K. The position accounts for 0.29% of the portfolio, ranked #28.

Shelter Rock Management first reported a position in TSLA in Q4 2025 and has held it in 4 quarters since. The position peaked at $378K in Q4 2025. 174 funds tracked by Wall St. Rank hold TSLA as of Q3 2026.

  • Shelter Rock Management held 841 shares of Tesla worth $312K as of Q3 2026.
  • Shelter Rock Management left its Tesla share count unchanged in Q3 2026.
  • Tesla made up 0.29% of Shelter Rock Management's portfolio in Q3 2026, its #28 holding.
  • Shelter Rock Management first reported a position in Tesla in Q4 2025 and has held it in 4 quarters since.
  • Shelter Rock Management's Tesla position peaked at $378K in Q4 2025.
  • 174 funds tracked by Wall St. Rank held Tesla as of Q3 2026.

Based on Shelter Rock Management's 13F filing for Q3 2026, filed 9 Oct 2026.