WJ Wealth Management
TSLA icon

WJ Wealth Management’s Tesla TSLA Stock Holding History

WJ Wealth Management’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 		– Sell
-690
Closed -$290K – 86
2026
Q2 		$290K Buy
+690
New +$274K 0.11% 72
2025
Q3 		– Sell
-1,080
Closed -$343K – 101
2025
Q2 		$343K Buy
+1,080
New +$325K 0.11% 76
2024
Q1 		– Sell
-1,074
Closed -$267K – 77
2023
Q4 		$267K Hold
1,074
– – 0.12% 68
2023
Q3 		$269K Hold
1,074
– – 0.13% 59
2023
Q2 		$281K Buy
+1,074
New +$215K 0.13% 55
2020
Q4 		– Sell
-1,635
Closed -$234K – 38
2020
Q3 		$234K Sell
1,635
-1,665
-50% -$197K 0.76% 28
2020
Q2 		$238K Buy
+3,300
New +$179K 0.17% 45

Other funds holding TSLA

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

WJ Wealth Management's TSLA Position: Q3 2026 in Review

WJ Wealth Management sold out of Tesla (TSLA) in Q3 2026, closing a stake of 690 shares — an estimated $290K sold.

WJ Wealth Management first reported a position in TSLA in Q2 2020 and held it in 7 quarters. The position peaked at $343K in Q2 2025. 2,423 funds tracked by Wall St. Rank hold TSLA as of Q3 2026.

  • WJ Wealth Management reported no remaining Tesla position as of Q3 2026 after selling out during the quarter.
  • WJ Wealth Management sold 690 Tesla shares in Q3 2026, an estimated $290K.
  • WJ Wealth Management first reported a position in Tesla in Q2 2020 and held it in 7 quarters.
  • WJ Wealth Management's Tesla position peaked at $343K in Q2 2025.
  • 2,423 funds tracked by Wall St. Rank held Tesla as of Q3 2026.

Based on WJ Wealth Management's 13F filing for Q3 2026, filed 3 Nov 2026.