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WoodTrust Financial’s Tesla TSLA Stock Holding History

WoodTrust 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 		– Sell
-733
Closed -$308K – 186
2026
Q2 		$308K Buy
733
+36
+5% +$14.3K 0.04% 151
2026
Q1 		$259K Sell
697
-12
-2% -$4.94K 0.03% 156
2025
Q4 		$319K Hold
709
– – 0.04% 148
2025
Q3 		$315K Buy
+709
New +$246K 0.04% 144

Other funds holding TSLA

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 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
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
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
S
Systrade Vaduz, Liechtenstein $197M AUM 31.1% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

WoodTrust Financial's TSLA Position: Q3 2026 in Review

WoodTrust Financial sold out of Tesla (TSLA) in Q3 2026, closing a stake of 733 shares — an estimated $308K sold.

WoodTrust Financial first reported a position in TSLA in Q3 2025 and held it in 4 quarters. The position peaked at $319K in Q4 2025. 230 funds tracked by Wall St. Rank hold TSLA as of Q3 2026.

  • WoodTrust Financial reported no remaining Tesla position as of Q3 2026 after selling out during the quarter.
  • WoodTrust Financial sold 733 Tesla shares in Q3 2026, an estimated $308K.
  • WoodTrust Financial first reported a position in Tesla in Q3 2025 and held it in 4 quarters.
  • WoodTrust Financial's Tesla position peaked at $319K in Q4 2025.
  • 230 funds tracked by Wall St. Rank held Tesla as of Q3 2026.

Based on WoodTrust Financial's 13F filing for Q3 2026, filed 9 Oct 2026.