U.S. Wealth Group
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U.S. Wealth Group’s Tesla TSLA Stock Holding History

U.S. Wealth Group’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 		$208K Hold
587
– – 0.12% 49
2026
Q2 		$247K Sell
587
-300
-34% -$119K 0.15% 44
2026
Q1 		$330K Buy
887
+15
+2% +$6.18K 0.22% 38
2025
Q4 		$392K Hold
872
– – 0.26% 38
2025
Q3 		$388K Hold
872
– – 0.25% 38
2025
Q2 		$227K Buy
+872
New +$263K 0.18% 37
2025
Q1 		– Sell
-573
Closed -$231K – 42
2024
Q4 		$231K Buy
+573
New +$184K 0.17% 38

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

U.S. Wealth Group's TSLA Position: Q3 2026 in Review

U.S. Wealth Group held its Tesla (TSLA) position steady in Q3 2026 at 587 shares worth $208K. The position accounts for 0.12% of the portfolio, ranked #49.

U.S. Wealth Group first reported a position in TSLA in Q4 2024 and has held it in 7 quarters since. The position peaked at $392K in Q4 2025. 2,771 funds tracked by Wall St. Rank hold TSLA as of Q3 2026.

  • U.S. Wealth Group held 587 shares of Tesla worth $208K as of Q3 2026.
  • U.S. Wealth Group left its Tesla share count unchanged in Q3 2026.
  • Tesla made up 0.12% of U.S. Wealth Group's portfolio in Q3 2026, its #49 holding.
  • U.S. Wealth Group first reported a position in Tesla in Q4 2024 and has held it in 7 quarters since.
  • U.S. Wealth Group's Tesla position peaked at $392K in Q4 2025.
  • 2,771 funds tracked by Wall St. Rank held Tesla as of Q3 2026.

Based on U.S. Wealth Group's 13F filing for Q3 2026, filed 9 Nov 2026.