Whelan Financial
TSLA icon

Whelan Financial’s Tesla TSLA Stock Holding History

Whelan Financial’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 		$1.31M Buy
3,698
+450
+14% +$161K 0.34% 33
2026
Q2 		$1.37M Sell
3,248
-11
-0.3% -$4.38K 0.37% 30
2026
Q1 		$1.21M Buy
3,259
+183
+6% +$75.4K 0.38% 31
2025
Q4 		$1.38M Sell
3,076
-242
-7% -$107K 0.43% 28
2025
Q3 		$1.48M Buy
3,318
+957
+41% +$332K 0.47% 23
2025
Q2 		$750K Buy
2,361
+54
+2% +$16.3K 0.27% 29
2025
Q1 		$598K Buy
2,307
+630
+38% +$210K 0.23% 28
2024
Q4 		$677K Buy
1,677
+405
+32% +$130K 0.27% 26
2024
Q3 		$333K Buy
1,272
+99
+8% +$22.6K 0.14% 35
2024
Q2 		$232K Sell
1,173
-83
-7% -$14.5K 0.1% 38
2024
Q1 		$221K Buy
1,256
+203
+19% +$39.7K 0.1% 38
2023
Q4 		$262K Buy
1,053
+168
+19% +$39.9K 0.12% 33
2023
Q3 		$221K Buy
885
+118
+15% +$30.3K 0.12% 32
2023
Q2 		$201K Buy
+767
New +$153K 0.1% 31
2022
Q4 		– Sell
-1,077
Closed -$286K – 30
2022
Q3 		$286K Buy
+1,077
New +$301K 0.2% 20
2022
Q2 		– Sell
-570
Closed -$205K – 26
2022
Q1 		$205K Buy
+570
New +$178K 0.13% 22

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

Whelan Financial's TSLA Position: Q3 2026 in Review

Whelan Financial increased its Tesla (TSLA) stake by 14% in Q3 2026, buying an estimated $161K and bringing the position to 3,698 shares worth $1.31M. The position accounts for 0.34% of the portfolio, ranked #33.

Whelan Financial first reported a position in TSLA in Q1 2022 and has held it in 16 quarters since. The position peaked at $1.48M in Q3 2025. 2,608 funds tracked by Wall St. Rank hold TSLA as of Q3 2026.

  • Whelan Financial held 3,698 shares of Tesla worth $1.31M as of Q3 2026.
  • Whelan Financial bought 450 Tesla shares in Q3 2026, an estimated $161K.
  • Tesla made up 0.34% of Whelan Financial's portfolio in Q3 2026, its #33 holding.
  • Whelan Financial first reported a position in Tesla in Q1 2022 and has held it in 16 quarters since.
  • Whelan Financial's Tesla position peaked at $1.48M in Q3 2025.
  • 2,608 funds tracked by Wall St. Rank held Tesla as of Q3 2026.

Based on Whelan Financial's 13F filing for Q3 2026, filed 28 Oct 2026.