Trinity Wealth Management
TSLA icon

Trinity Wealth Management’s Tesla TSLA Stock Holding History

Trinity 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
Q3 		$206K Buy
582
+27
+5% +$9.7K 0.07% 89
2026
Q2 		$233K Buy
+555
New +$221K 0.07% 73
2026
Q1 		– Sell
-464
Closed -$209K – 75
2025
Q4 		$209K Buy
464
+6
+1% +$2.66K 0.08% 67
2025
Q3 		$204K Buy
+458
New +$159K 0.08% 66
2025
Q1 		– Sell
-756
Closed -$305K – 57
2024
Q4 		$305K Buy
+756
New +$243K 0.14% 49
2022
Q2 		– Sell
-669
Closed -$240K – 40
2022
Q1 		$240K Buy
669
+24
+4% +$7.48K 0.17% 36
2021
Q4 		$227K Buy
+645
New +$216K 0.16% 34

Other funds holding TSLA

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 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
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 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

Trinity Wealth Management's TSLA Position: Q3 2026 in Review

Trinity Wealth Management increased its Tesla (TSLA) stake by 4.9% in Q3 2026, buying an estimated $9.7K and bringing the position to 582 shares worth $206K. The position accounts for 0.07% of the portfolio, ranked #89.

Trinity Wealth Management first reported a position in TSLA in Q4 2021 and has held it in 7 quarters since. The position peaked at $305K in Q4 2024. 1,844 funds tracked by Wall St. Rank hold TSLA as of Q3 2026.

  • Trinity Wealth Management held 582 shares of Tesla worth $206K as of Q3 2026.
  • Trinity Wealth Management bought 27 Tesla shares in Q3 2026, an estimated $9.7K.
  • Tesla made up 0.07% of Trinity Wealth Management's portfolio in Q3 2026, its #89 holding.
  • Trinity Wealth Management first reported a position in Tesla in Q4 2021 and has held it in 7 quarters since.
  • Trinity Wealth Management's Tesla position peaked at $305K in Q4 2024.
  • 1,844 funds tracked by Wall St. Rank held Tesla as of Q3 2026.

Based on Trinity Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.