Somerset Trust
TSLA icon

Somerset Trust’s Tesla TSLA Stock Holding History

Somerset Trust’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 		$1.54M Buy
4,333
+44
+1% +$15.7K 0.43% 59
2026
Q2 		$1.8M Buy
4,289
+17
+0.4% +$6.76K 0.51% 54
2026
Q1 		$1.59M Buy
4,272
+71
+2% +$29.2K 0.49% 57
2025
Q4 		$1.89M Sell
4,201
-862
-17% -$382K 0.58% 51
2025
Q3 		$2.25M Buy
5,063
+388
+8% +$135K 0.7% 45
2025
Q2 		$1.49M Buy
4,675
+992
+27% +$299K 0.48% 56
2025
Q1 		$954K Buy
3,683
+75
+2% +$25K 0.34% 59
2024
Q4 		$1.46M Sell
3,608
-2
-0.1% -$643 0.55% 51
2024
Q3 		$944K Sell
3,610
-3
-0.1% -$684 0.35% 59
2024
Q2 		$715K Sell
3,613
-147
-4% -$25.7K 0.29% 68
2024
Q1 		$661K Sell
3,760
-6
-0.2% -$1.17K 0.27% 68
2023
Q4 		$936K Sell
3,766
-32
-0.8% -$7.6K 0.41% 55
2023
Q3 		$950K Sell
3,798
-24
-0.6% -$6.16K 0.43% 52
2023
Q2 		$1M Buy
+3,822
New +$764K 0.43% 53

Other funds holding TSLA

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Somerset Trust's TSLA Position: Q3 2026 in Review

Somerset Trust increased its Tesla (TSLA) stake by 1% in Q3 2026, buying an estimated $15.7K and bringing the position to 4,333 shares worth $1.54M. The position accounts for 0.43% of the portfolio, ranked #59.

Somerset Trust first reported a position in TSLA in Q2 2023 and has held it in 14 quarters since. The position peaked at $2.25M in Q3 2025. 2,608 funds tracked by Wall St. Rank hold TSLA as of Q3 2026.

  • Somerset Trust held 4,333 shares of Tesla worth $1.54M as of Q3 2026.
  • Somerset Trust bought 44 Tesla shares in Q3 2026, an estimated $15.7K.
  • Tesla made up 0.43% of Somerset Trust's portfolio in Q3 2026, its #59 holding.
  • Somerset Trust first reported a position in Tesla in Q2 2023 and has held it in 14 quarters since.
  • Somerset Trust's Tesla position peaked at $2.25M in Q3 2025.
  • 2,608 funds tracked by Wall St. Rank held Tesla as of Q3 2026.

Based on Somerset Trust's 13F filing for Q3 2026, filed 13 Oct 2026.