Trevian Wealth Management’s Tesla TSLA Stock Holding History

Trevian 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 Q2	$730K	Buy	1,735 +47	+3%	+$18.7K	0.31%	29
2026 Q1	$628K	Sell	1,688 -5	-0.3%	-$2.06K	0.31%	29
2025 Q4	$761K	Buy	1,693 +458	+37%	+$203K	0.36%	31
2025 Q3	$549K	Buy	+1,235	New	+$428K	0.29%	28
2023 Q4	–	Sell	-947	Closed	-$237K	–	33
2023 Q3	$237K	Buy	947 +27	+3%	+$6.94K	0.22%	26
2023 Q2	$241K	Buy	+920	New	+$184K	1.92%	10
2022 Q4	–	Sell	-873	Closed	-$232K	–	36
2022 Q3	$232K	Buy	+873	New	+$244K	0.26%	30
2022 Q2	–	Sell	-903	Closed	-$325K	–	40
2022 Q1	$325K	Sell	903 -15	-2%	-$4.67K	0.31%	24
2021 Q4	$322K	Buy	+918	New	+$308K	0.31%	29

Other funds holding TSLA

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

HAM

Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

NAH

Neumann Advisory (HK) Central, Hong Kong $356M AUM 37.48% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Trevian Wealth Management's TSLA Position: Q2 2026 in Review

Trevian Wealth Management increased its Tesla (TSLA) stake by 2.8% in Q2 2026, buying an estimated $18.7K and bringing the position to 1,735 shares worth $730K. The position accounts for 0.31% of the portfolio, ranked #29.

Trevian Wealth Management first reported a position in TSLA in Q4 2021 and has held it in 9 quarters since. The position peaked at $761K in Q4 2025. 1,453 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

Trevian Wealth Management held 1,735 shares of Tesla worth $730K as of Q2 2026.
Trevian Wealth Management bought 47 Tesla shares in Q2 2026, an estimated $18.7K.
Tesla made up 0.31% of Trevian Wealth Management's portfolio in Q2 2026, its #29 holding.
Trevian Wealth Management first reported a position in Tesla in Q4 2021 and has held it in 9 quarters since.
Trevian Wealth Management's Tesla position peaked at $761K in Q4 2025.
1,453 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Trevian Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.