Trellis Wealth Advisors
TSLA icon

Trellis Wealth Advisors’s Tesla TSLA Stock Holding History

Trellis Wealth Advisors’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 		$150K Sell
424
-60
-12% -$21.5K 0.05% 55
2026
Q2 		$204K Buy
+484
New +$192K 0.07% 48

Other funds holding TSLA

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Hyperion Asset Management
Hyperion Asset Management Brisbane, Australia $3.66B AUM 10.02% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Sloy Dahl & Holst
Sloy Dahl & Holst Vancouver, Washington $693M AUM 4.8% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Trellis Wealth Advisors's TSLA Position: Q3 2026 in Review

Trellis Wealth Advisors reduced its Tesla (TSLA) stake by 12% in Q3 2026, selling an estimated $21.5K and leaving 424 shares worth $150K. The position accounts for 0.05% of the portfolio, ranked #55.

Trellis Wealth Advisors first reported a position in TSLA in Q2 2026 and has held it in 2 quarters since. The position peaked at $204K in Q2 2026. 1,394 funds tracked by Wall St. Rank hold TSLA as of Q3 2026.

  • Trellis Wealth Advisors held 424 shares of Tesla worth $150K as of Q3 2026.
  • Trellis Wealth Advisors sold 60 Tesla shares in Q3 2026, an estimated $21.5K.
  • Tesla made up 0.05% of Trellis Wealth Advisors's portfolio in Q3 2026, its #55 holding.
  • Trellis Wealth Advisors first reported a position in Tesla in Q2 2026 and has held it in 2 quarters since.
  • Trellis Wealth Advisors's Tesla position peaked at $204K in Q2 2026.
  • 1,394 funds tracked by Wall St. Rank held Tesla as of Q3 2026.

Based on Trellis Wealth Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.