TA
TSLA icon

TrueWealth Advisors’s Tesla TSLA Stock Holding History

TrueWealth 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 		$1.72M Buy
4,857
+312
+7% +$112K 0.39% 46
2026
Q2 		$1.91M Buy
4,545
+125
+3% +$49.7K 0.43% 35
2026
Q1 		$1.64M Buy
4,420
+265
+6% +$109K 0.41% 37
2025
Q4 		$1.87M Sell
4,155
-356
-8% -$158K 0.48% 38
2025
Q3 		$2.01M Buy
4,511
+448
+11% +$155K 0.54% 39
2025
Q2 		$1.29M Buy
4,063
+85
+2% +$25.6K 0.38% 56
2025
Q1 		$1.03M Buy
3,978
+75
+2% +$25K 0.34% 58
2024
Q4 		$1.58M Sell
3,903
-1,023
-21% -$329K 0.53% 43
2024
Q3 		$1.29M Buy
4,926
+338
+7% +$77.1K 0.43% 50
2024
Q2 		$908K Buy
4,588
+686
+18% +$120K 0.34% 61
2024
Q1 		$686K Buy
3,902
+207
+6% +$40.4K 0.26% 70
2023
Q4 		$918K Sell
3,695
-137
-4% -$32.6K 0.36% 51
2023
Q3 		$959K Buy
3,832
+107
+3% +$27.5K 0.4% 47
2023
Q2 		$975K Hold
3,725
– – 0.4% 45
2023
Q1 		$773K Hold
3,725
– – 0.32% 63
2022
Q4 		$459K Buy
3,725
+50
+1% +$9.47K 0.2% 88
2022
Q3 		$975K Hold
3,675
– – 0.46% 44
2022
Q2 		$825K Buy
3,675
+375
+11% +$102K 0.38% 59
2022
Q1 		$1.16M Hold
3,300
– – 0.52% 43
2021
Q4 		$1.16M Buy
3,300
+300
+10% +$101K 0.52% 43
2021
Q3 		$775K Hold
3,000
– – 0.44% 54
2021
Q2 		$680K Sell
3,000
-150
-5% -$32.6K 0.4% 53
2021
Q1 		$755K Hold
3,150
– – 0.49% 46
2020
Q4 		$852K Buy
+3,150
New +$538K 0.73% 37

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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

TrueWealth Advisors's TSLA Position: Q3 2026 in Review

TrueWealth Advisors increased its Tesla (TSLA) stake by 6.9% in Q3 2026, buying an estimated $112K and bringing the position to 4,857 shares worth $1.72M. The position accounts for 0.39% of the portfolio, ranked #46.

TrueWealth Advisors first reported a position in TSLA in Q4 2020 and has held it in 24 quarters since. The position peaked at $2.01M in Q3 2025. 2,657 funds tracked by Wall St. Rank hold TSLA as of Q3 2026.

  • TrueWealth Advisors held 4,857 shares of Tesla worth $1.72M as of Q3 2026.
  • TrueWealth Advisors bought 312 Tesla shares in Q3 2026, an estimated $112K.
  • Tesla made up 0.39% of TrueWealth Advisors's portfolio in Q3 2026, its #46 holding.
  • TrueWealth Advisors first reported a position in Tesla in Q4 2020 and has held it in 24 quarters since.
  • TrueWealth Advisors's Tesla position peaked at $2.01M in Q3 2025.
  • 2,657 funds tracked by Wall St. Rank held Tesla as of Q3 2026.

Based on TrueWealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.