SDAM
TSLA icon

Shulman DeMeo Asset Management’s Tesla TSLA Stock Holding History

Shulman DeMeo Asset 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 		$407K Hold
1,074
– – 0.08% 86
2026
Q2 		$452K Buy
1,074
+27
+3% +$10.7K 0.08% 80
2026
Q1 		$389K Hold
1,047
– – 0.08% 88
2025
Q4 		$471K Buy
1,047
+12
+1% +$5.32K 0.11% 68
2025
Q3 		$460K Sell
1,035
-79
-7% -$27.4K 0.11% 71
2025
Q2 		$354K Sell
1,114
-207
-16% -$62.4K 0.09% 84
2025
Q1 		$342K Buy
1,321
+73
+6% +$24.3K 0.1% 82
2024
Q4 		$504K Sell
1,248
-819
-40% -$264K 0.14% 62
2024
Q3 		$541K Hold
2,067
– – 0.13% 64
2024
Q2 		$409K Sell
2,067
-2
-0.1% -$350 0.11% 79
2024
Q1 		$364K Hold
2,069
– – 0.1% 92
2023
Q4 		$514K Sell
2,069
-15
-0.7% -$3.56K 0.15% 61
2023
Q3 		$521K Buy
2,084
+17
+0.8% +$4.37K 0.17% 52
2023
Q2 		$541K Buy
2,067
+873
+73% +$175K 0.16% 54
2023
Q1 		$248K Buy
+1,194
New +$208K 0.08% 109
2022
Q4 		– Sell
-1,211
Closed -$321K – 137
2022
Q3 		$321K Buy
1,211
+86
+8% +$24K 0.11% 90
2022
Q2 		$253K Buy
1,125
+99
+10% +$27K 0.08% 110
2022
Q1 		$369K Buy
1,026
+33
+3% +$10.3K 0.1% 96
2021
Q4 		$350K Buy
+993
New +$333K 0.09% 105
2021
Q3 		– Sell
-993
Closed -$225K – 131
2021
Q2 		$225K Hold
993
– – 0.09% 57
2021
Q1 		$221K Buy
+993
New +$249K 0.06% 124

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

Shulman DeMeo Asset Management's TSLA Position: Q3 2026 in Review

Shulman DeMeo Asset Management held its Tesla (TSLA) position steady in Q3 2026 at 1,074 shares worth $407K. The position accounts for 0.08% of the portfolio, ranked #86.

Shulman DeMeo Asset Management first reported a position in TSLA in Q1 2021 and has held it in 21 quarters since. The position peaked at $541K in Q2 2023. 230 funds tracked by Wall St. Rank hold TSLA as of Q3 2026.

  • Shulman DeMeo Asset Management held 1,074 shares of Tesla worth $407K as of Q3 2026.
  • Shulman DeMeo Asset Management left its Tesla share count unchanged in Q3 2026.
  • Tesla made up 0.08% of Shulman DeMeo Asset Management's portfolio in Q3 2026, its #86 holding.
  • Shulman DeMeo Asset Management first reported a position in Tesla in Q1 2021 and has held it in 21 quarters since.
  • Shulman DeMeo Asset Management's Tesla position peaked at $541K in Q2 2023.
  • 230 funds tracked by Wall St. Rank held Tesla as of Q3 2026.

Based on Shulman DeMeo Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.