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WT Wealth Management’s Tesla TSLA Stock Holding History

WT 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 		$3.95M Sell
11,140
-23
-0.2% -$8.23K 1.11% 26
2026
Q2 		$4.7M Buy
11,163
+3,138
+39% +$1.25M 1.3% 24
2026
Q1 		$2.98M Sell
8,025
-388
-5% -$160K 0.89% 29
2025
Q4 		$3.78M Sell
8,413
-1,670
-17% -$740K 1.09% 29
2025
Q3 		$4.48M Buy
10,083
+770
+8% +$267K 1.29% 23
2025
Q2 		$2.96M Buy
9,313
+5,972
+179% +$1.8M 0.88% 32
2025
Q1 		$866K Sell
3,341
-10,108
-75% -$3.37M 0.28% 62
2024
Q4 		$5.43M Sell
13,449
-28
-0.2% -$9.01K 1.7% 17
2024
Q3 		$2.97M Sell
13,477
-6,715
-33% -$1.53M 0.95% 33
2024
Q2 		$4M Sell
20,192
-312
-2% -$54.5K 1.36% 22
2024
Q1 		$3.6M Buy
20,504
+8,095
+65% +$1.58M 1.29% 21
2023
Q4 		$3.08M Buy
12,409
+5,458
+79% +$1.3M 1.22% 24
2023
Q3 		$1.74M Sell
6,951
-2,210
-24% -$568K 0.75% 30
2023
Q2 		$2.4M Sell
9,161
-329
-3% -$65.8K 0.99% 27
2023
Q1 		$1.97M Sell
9,490
-457
-5% -$79.7K 0.85% 30
2022
Q4 		$1.23M Buy
9,947
+3,241
+48% +$614K 0.6% 57
2022
Q3 		$1.78M Buy
6,706
+1,063
+19% +$297K 0.9% 27
2022
Q2 		$1.27M Buy
5,643
+4,554
+418% +$1.24M 0.63% 58
2022
Q1 		$391K Buy
1,089
+228
+26% +$71K 0.15% 92
2021
Q4 		$303K Sell
861
-1,500
-64% -$503K 0.11% 103
2021
Q3 		$611K Sell
2,361
-1,062
-31% -$250K 0.24% 89
2021
Q2 		$775K Buy
3,423
+576
+20% +$125K 0.31% 88
2021
Q1 		$634K Buy
+2,847
New +$715K 0.29% 91
2020
Q1 		– Sell
-10,350
Closed -$288K – 90
2019
Q4 		$288K Buy
+10,350
New +$225K 0.22% 76

Other funds holding TSLA

SDH
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
NAH
Neumann Advisory (HK) Central, Hong Kong $314M AUM 9.99% 1-Year Est. Return
Zevenbergen Capital Investments
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
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Avanza Fonder
Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return

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

WT Wealth Management reduced its Tesla (TSLA) stake by 0.21% in Q3 2026, selling an estimated $8.23K and leaving 11,140 shares worth $3.95M. The position accounts for 1.11% of the portfolio, ranked #26.

WT Wealth Management first reported a position in TSLA in Q4 2019 and has held it in 24 quarters since. The position peaked at $5.43M in Q4 2024. 537 funds tracked by Wall St. Rank hold TSLA as of Q3 2026.

  • WT Wealth Management held 11,140 shares of Tesla worth $3.95M as of Q3 2026.
  • WT Wealth Management sold 23 Tesla shares in Q3 2026, an estimated $8.23K.
  • Tesla made up 1.11% of WT Wealth Management's portfolio in Q3 2026, its #26 holding.
  • WT Wealth Management first reported a position in Tesla in Q4 2019 and has held it in 24 quarters since.
  • WT Wealth Management's Tesla position peaked at $5.43M in Q4 2024.
  • 537 funds tracked by Wall St. Rank held Tesla as of Q3 2026.

Based on WT Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.