Triad Wealth Partners
TSLA icon

Triad Wealth Partners’s Tesla TSLA Stock Holding History

Triad Wealth Partners’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 		$6.25M Sell
17,604
-500
-3% -$179K 0.35% 49
2026
Q2 		$5.83M Buy
18,104
+921
+5% +$366K 0.34% 53
2026
Q1 		$5.23M Buy
17,183
+4,511
+36% +$1.86M 0.41% 53
2025
Q4 		$5.7M Sell
12,672
-1,661
-12% -$736K 0.54% 43
2025
Q3 		$5.01M Buy
14,333
+10,249
+251% +$3.55M 0.65% 36
2025
Q2 		$1.3M Buy
4,084
+638
+19% +$192K 0.26% 66
2025
Q1 		$893K Buy
3,446
+1,382
+67% +$461K 0.28% 63
2024
Q4 		$834K Buy
+2,064
New +$664K 0.3% 58
2024
Q3 		– Sell
-1,816
Closed -$359K – 837
2024
Q2 		$359K Hold
1,816
– – 0.19% 54
2024
Q1 		$319K Buy
+1,816
New +$355K 0.24% 39

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

Triad Wealth Partners's TSLA Position: Q3 2026 in Review

Triad Wealth Partners reduced its Tesla (TSLA) stake by 2.8% in Q3 2026, selling an estimated $179K and leaving 17,604 shares worth $6.25M. The position accounts for 0.35% of the portfolio, ranked #49.

Triad Wealth Partners first reported a position in TSLA in Q1 2024 and has held it in 10 quarters since. 2,608 funds tracked by Wall St. Rank hold TSLA as of Q3 2026.

  • Triad Wealth Partners held 17,604 shares of Tesla worth $6.25M as of Q3 2026.
  • Triad Wealth Partners sold 500 Tesla shares in Q3 2026, an estimated $179K.
  • Tesla made up 0.35% of Triad Wealth Partners's portfolio in Q3 2026, its #49 holding.
  • Triad Wealth Partners first reported a position in Tesla in Q1 2024 and has held it in 10 quarters since.
  • 2,608 funds tracked by Wall St. Rank held Tesla as of Q3 2026.

Based on Triad Wealth Partners's 13F filing for Q3 2026, filed 26 Oct 2026.