SIM
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Sims Investment Management’s Tesla TSLA Stock Holding History

Sims Investment 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 		$1.99M Sell
5,619
-49
-0.9% -$17.5K 0.62% 17
2026
Q2 		$2.38M Buy
5,668
+78
+1% +$31K 0.74% 17
2026
Q1 		$2.08M Sell
5,590
-288
-5% -$119K 0.76% 17
2025
Q4 		$2.64M Sell
5,878
-66
-1% -$29.3K 0.93% 15
2025
Q3 		$2.64M Sell
5,944
-104
-2% -$36.1K 0.96% 14
2025
Q2 		$1.92M Hold
6,048
– – 0.77% 16
2025
Q1 		$1.57M Buy
6,048
+418
+7% +$139K 0.7% 16
2024
Q4 		$2.27M Buy
+5,630
New +$1.81M 1.29% 12

Other funds holding TSLA

SDH
Sloy Dahl & Holst Vancouver, Washington $693M AUM 4.8% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 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
US
UNICOM Systems Las Vegas, Nevada $1.46B AUM 70.54% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
AF
Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return

Sims Investment Management's TSLA Position: Q3 2026 in Review

Sims Investment Management reduced its Tesla (TSLA) stake by 0.86% in Q3 2026, selling an estimated $17.5K and leaving 5,619 shares worth $1.99M. The position accounts for 0.62% of the portfolio, ranked #17.

Sims Investment Management first reported a position in TSLA in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.64M in Q4 2025. 514 funds tracked by Wall St. Rank hold TSLA as of Q3 2026.

  • Sims Investment Management held 5,619 shares of Tesla worth $1.99M as of Q3 2026.
  • Sims Investment Management sold 49 Tesla shares in Q3 2026, an estimated $17.5K.
  • Tesla made up 0.62% of Sims Investment Management's portfolio in Q3 2026, its #17 holding.
  • Sims Investment Management first reported a position in Tesla in Q4 2024 and has held it in 8 quarters since.
  • Sims Investment Management's Tesla position peaked at $2.64M in Q4 2025.
  • 514 funds tracked by Wall St. Rank held Tesla as of Q3 2026.

Based on Sims Investment Management's 13F filing for Q3 2026, filed 13 Oct 2026.