WMWM
TSLA icon

Whitaker-Myers Wealth Managers’s Tesla TSLA Stock Holding History

Whitaker-Myers Wealth Managers’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 		$2.23M Buy
6,290
+115
+2% +$41.2K 0.36% 35
2026
Q2 		$2.6M Sell
6,175
-437
-7% -$174K 0.43% 35
2026
Q1 		$2.46M Buy
6,612
+1,509
+30% +$622K 0.49% 29
2025
Q4 		$2.29M Buy
5,103
+1,662
+48% +$737K 0.48% 29
2025
Q3 		$1.53M Sell
3,441
-277
-7% -$96.1K 0.33% 39
2025
Q2 		$1.18M Buy
3,718
+1,007
+37% +$303K 0.3% 40
2025
Q1 		$702K Sell
2,711
-1,818
-40% -$606K 0.2% 49
2024
Q4 		$1.83M Buy
4,529
+183
+4% +$58.9K 0.53% 24
2024
Q3 		$1.14M Sell
4,346
-814
-16% -$186K 0.38% 39
2024
Q2 		$1.02M Buy
5,160
+820
+19% +$143K 0.38% 38
2024
Q1 		$763K Buy
4,340
+992
+30% +$194K 0.32% 51
2023
Q4 		$832K Buy
3,348
+791
+31% +$188K 0.41% 39
2023
Q3 		$640K Sell
2,557
-42
-2% -$10.8K 0.4% 42
2023
Q2 		$680K Sell
2,599
-944
-27% -$189K 0.46% 39
2023
Q1 		$735K Buy
3,543
+1,760
+99% +$307K 0.57% 38
2022
Q4 		$220K Buy
+1,783
New +$338K 0.21% 64

Other funds holding TSLA

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
NAH
Neumann Advisory (HK) Central, Hong Kong $314M AUM 9.99% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
US
UNICOM Systems Las Vegas, Nevada $1.46B AUM 70.54% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
AF
Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

Whitaker-Myers Wealth Managers's TSLA Position: Q3 2026 in Review

Whitaker-Myers Wealth Managers increased its Tesla (TSLA) stake by 1.9% in Q3 2026, buying an estimated $41.2K and bringing the position to 6,290 shares worth $2.23M. The position accounts for 0.36% of the portfolio, ranked #35.

Whitaker-Myers Wealth Managers first reported a position in TSLA in Q4 2022 and has held it in 16 quarters since. The position peaked at $2.6M in Q2 2026. 381 funds tracked by Wall St. Rank hold TSLA as of Q3 2026.

  • Whitaker-Myers Wealth Managers held 6,290 shares of Tesla worth $2.23M as of Q3 2026.
  • Whitaker-Myers Wealth Managers bought 115 Tesla shares in Q3 2026, an estimated $41.2K.
  • Tesla made up 0.36% of Whitaker-Myers Wealth Managers's portfolio in Q3 2026, its #35 holding.
  • Whitaker-Myers Wealth Managers first reported a position in Tesla in Q4 2022 and has held it in 16 quarters since.
  • Whitaker-Myers Wealth Managers's Tesla position peaked at $2.6M in Q2 2026.
  • 381 funds tracked by Wall St. Rank held Tesla as of Q3 2026.

Based on Whitaker-Myers Wealth Managers's 13F filing for Q3 2026, filed 9 Oct 2026.