WBH Advisory
TSLA icon

WBH Advisory’s Tesla TSLA Stock Holding History

WBH Advisory’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 		$1.06M Sell
2,982
-20
-0.7% -$7.16K 0.07% 172
2026
Q2 		$1.26M Sell
3,002
-10
-0.3% -$3.98K 0.08% 157
2026
Q1 		$1.15M Buy
3,012
+470
+18% +$194K 0.09% 158
2025
Q4 		$1.14M Sell
2,542
-25
-1% -$11.1K 0.08% 155
2025
Q3 		$1.14M Buy
2,567
+47
+2% +$16.3K 0.09% 154
2025
Q2 		$801K Sell
2,520
-59
-2% -$17.8K 0.07% 183
2025
Q1 		$668K Buy
2,579
+67
+3% +$22.3K 0.06% 179
2024
Q4 		$1.01M Sell
2,512
-24
-0.9% -$7.72K 0.09% 149
2024
Q3 		$664K Sell
2,536
-731
-22% -$167K 0.06% 187
2024
Q2 		$647K Sell
3,267
-113
-3% -$19.7K 0.07% 183
2024
Q1 		$594K Sell
3,380
-30
-0.9% -$5.86K 0.06% 194
2023
Q4 		$847K Sell
3,410
-46
-1% -$10.9K 0.09% 160
2023
Q3 		$865K Sell
3,456
-1,690
-33% -$434K 0.11% 149
2023
Q2 		$1.35M Buy
5,146
+680
+15% +$136K 0.16% 121
2023
Q1 		$927K Buy
+4,466
New +$779K 0.12% 151
2022
Q3 		$1.33M Sell
5,021
-190
-4% -$53.1K 0.19% 115
2022
Q2 		$1.22M Hold
5,211
– – 0.16% 125
2022
Q1 		$1.52M Buy
5,211
+54
+1% +$16.8K 0.19% 112
2021
Q4 		$1.82M Buy
5,157
+3
+0.1% +$1.01K 0.21% 99
2021
Q3 		$1.33M Buy
5,154
+117
+2% +$27.5K 0.18% 117
2021
Q2 		$1.1M Buy
5,037
+72
+1% +$15.6K 0.16% 115
2021
Q1 		$1.11M Sell
4,965
-27
-0.5% -$6.78K 0.18% 110
2020
Q4 		$1.42M Sell
4,992
-225
-4% -$38.4K 0.24% 86
2020
Q3 		$746K Sell
5,217
-393
-7% -$46.4K 0.15% 122
2020
Q2 		$403K Buy
+5,610
New +$303K 0.1% 166

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

WBH Advisory's TSLA Position: Q3 2026 in Review

WBH Advisory reduced its Tesla (TSLA) stake by 0.67% in Q3 2026, selling an estimated $7.16K and leaving 2,982 shares worth $1.06M. The position accounts for 0.07% of the portfolio, ranked #172.

WBH Advisory first reported a position in TSLA in Q2 2020 and has held it in 25 quarters since. The position peaked at $1.82M in Q4 2021. 2,638 funds tracked by Wall St. Rank hold TSLA as of Q3 2026.

  • WBH Advisory held 2,982 shares of Tesla worth $1.06M as of Q3 2026.
  • WBH Advisory sold 20 Tesla shares in Q3 2026, an estimated $7.16K.
  • Tesla made up 0.07% of WBH Advisory's portfolio in Q3 2026, its #172 holding.
  • WBH Advisory first reported a position in Tesla in Q2 2020 and has held it in 25 quarters since.
  • WBH Advisory's Tesla position peaked at $1.82M in Q4 2021.
  • 2,638 funds tracked by Wall St. Rank held Tesla as of Q3 2026.

Based on WBH Advisory's 13F filing for Q3 2026, filed 5 Nov 2026.