Wealth Forward LLC
TSLA icon

Wealth Forward LLC’s Tesla TSLA Stock Holding History

Wealth Forward LLC’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 		$290K Buy
818
+72
+10% +$25.8K 0.13% 43
2026
Q2 		$314K Buy
746
+90
+14% +$35.8K 0.16% 37
2026
Q1 		$244K Buy
656
+5
+0.8% +$2.06K 0.14% 40
2025
Q4 		$293K Buy
651
+49
+8% +$21.7K 0.17% 36
2025
Q3 		$268K Buy
+602
New +$209K 0.16% 34

Other funds holding TSLA

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 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
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
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Sloy Dahl & Holst
Sloy Dahl & Holst Vancouver, Washington $693M AUM 4.8% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Wealth Forward LLC's TSLA Position: Q3 2026 in Review

Wealth Forward LLC increased its Tesla (TSLA) stake by 9.7% in Q3 2026, buying an estimated $25.8K and bringing the position to 818 shares worth $290K. The position accounts for 0.13% of the portfolio, ranked #43.

Wealth Forward LLC first reported a position in TSLA in Q3 2025 and has held it in 5 quarters since. The position peaked at $314K in Q2 2026. 1,505 funds tracked by Wall St. Rank hold TSLA as of Q3 2026.

  • Wealth Forward LLC held 818 shares of Tesla worth $290K as of Q3 2026.
  • Wealth Forward LLC bought 72 Tesla shares in Q3 2026, an estimated $25.8K.
  • Tesla made up 0.13% of Wealth Forward LLC's portfolio in Q3 2026, its #43 holding.
  • Wealth Forward LLC first reported a position in Tesla in Q3 2025 and has held it in 5 quarters since.
  • Wealth Forward LLC's Tesla position peaked at $314K in Q2 2026.
  • 1,505 funds tracked by Wall St. Rank held Tesla as of Q3 2026.

Based on Wealth Forward LLC's 13F filing for Q3 2026, filed 14 Oct 2026.