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Sherry Group’s Tesla TSLA Stock Holding History

Sherry Group’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 		$4.37M Buy
12,325
+18
+0.1% +$6.44K 4.11% 4
2026
Q2 		$5.07M Buy
12,307
+239
+2% +$95.1K 4.95% 4
2026
Q1 		$4.49M Buy
12,068
+40
+0.3% +$16.5K 4.9% 5
2025
Q4 		$5.47M Buy
+12,028
New +$5.33M 5.73% 4

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
S
Systrade Vaduz, Liechtenstein $197M AUM 31.1% 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

Sherry Group's TSLA Position: Q3 2026 in Review

Sherry Group increased its Tesla (TSLA) stake by 0.15% in Q3 2026, buying an estimated $6.44K and bringing the position to 12,325 shares worth $4.37M. The position accounts for 4.11% of the portfolio, ranked #4.

Sherry Group first reported a position in TSLA in Q4 2025 and has held it in 4 quarters since. The position peaked at $5.47M in Q4 2025. 230 funds tracked by Wall St. Rank hold TSLA as of Q3 2026.

  • Sherry Group held 12,325 shares of Tesla worth $4.37M as of Q3 2026.
  • Sherry Group bought 18 Tesla shares in Q3 2026, an estimated $6.44K.
  • Tesla made up 4.11% of Sherry Group's portfolio in Q3 2026, its #4 holding.
  • Sherry Group first reported a position in Tesla in Q4 2025 and has held it in 4 quarters since.
  • Sherry Group's Tesla position peaked at $5.47M in Q4 2025.
  • 230 funds tracked by Wall St. Rank held Tesla as of Q3 2026.

Based on Sherry Group's 13F filing for Q3 2026, filed 9 Oct 2026.