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Shira Ridge Wealth Management’s Tesla TSLA Stock Holding History

Shira Ridge Wealth 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 		$322K Sell
907
-19
-2% -$6.8K 0.11% 63
2026
Q2 		$389K Buy
926
+3
+0.3% +$1.19K 0.14% 57
2026
Q1 		$343K Buy
923
+14
+2% +$5.77K 0.14% 59
2025
Q4 		$409K Sell
909
-17
-2% -$7.54K 0.16% 55
2025
Q3 		$412K Sell
926
-47
-5% -$16.3K 0.17% 54
2025
Q2 		$309K Buy
973
+18
+2% +$5.42K 0.14% 62
2025
Q1 		$247K Sell
955
-1
-0.1% -$333 0.12% 65
2024
Q4 		$386K Buy
956
+101
+12% +$32.5K 0.19% 57
2024
Q3 		$224K Buy
+855
New +$195K 0.11% 73

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

Shira Ridge Wealth Management's TSLA Position: Q3 2026 in Review

Shira Ridge Wealth Management reduced its Tesla (TSLA) stake by 2.1% in Q3 2026, selling an estimated $6.8K and leaving 907 shares worth $322K. The position accounts for 0.11% of the portfolio, ranked #63.

Shira Ridge Wealth Management first reported a position in TSLA in Q3 2024 and has held it in 9 quarters since. The position peaked at $412K in Q3 2025. 230 funds tracked by Wall St. Rank hold TSLA as of Q3 2026.

  • Shira Ridge Wealth Management held 907 shares of Tesla worth $322K as of Q3 2026.
  • Shira Ridge Wealth Management sold 19 Tesla shares in Q3 2026, an estimated $6.8K.
  • Tesla made up 0.11% of Shira Ridge Wealth Management's portfolio in Q3 2026, its #63 holding.
  • Shira Ridge Wealth Management first reported a position in Tesla in Q3 2024 and has held it in 9 quarters since.
  • Shira Ridge Wealth Management's Tesla position peaked at $412K in Q3 2025.
  • 230 funds tracked by Wall St. Rank held Tesla as of Q3 2026.

Based on Shira Ridge Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.