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YHB Investment Advisors’s Tesla TSLA Stock Holding History

YHB Investment Advisors’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 		$735K Sell
2,072
-29
-1% -$10.4K 0.05% 191
2026
Q2 		$884K Buy
2,101
+21
+1% +$8.35K 0.06% 186
2026
Q1 		$773K Buy
2,080
+74
+4% +$30.5K 0.06% 183
2025
Q4 		$902K Buy
2,006
+102
+5% +$45.2K 0.06% 178
2025
Q3 		$847K Sell
1,904
-11
-0.6% -$3.81K 0.06% 177
2025
Q2 		$608K Sell
1,915
-210
-10% -$63.3K 0.05% 198
2025
Q1 		$551K Sell
2,125
-366
-15% -$122K 0.05% 196
2024
Q4 		$1.01M Sell
2,491
-122
-5% -$39.3K 0.08% 150
2024
Q3 		$684K Buy
2,613
+374
+17% +$85.3K 0.06% 175
2024
Q2 		$443K Buy
2,239
+131
+6% +$22.9K 0.04% 204
2024
Q1 		$371K Buy
2,108
+20
+1% +$3.91K 0.03% 216
2023
Q4 		$519K Buy
2,088
+89
+4% +$21.2K 0.05% 185
2023
Q3 		$500K Buy
1,999
+120
+6% +$30.8K 0.05% 188
2023
Q2 		$492K Sell
1,879
-133
-7% -$26.6K 0.05% 189
2023
Q1 		$417K Buy
2,012
+121
+6% +$21.1K 0.04% 197
2022
Q4 		$233K Buy
1,891
+71
+4% +$13.4K 0.02% 263
2022
Q3 		$483K Buy
1,820
+65
+4% +$18.2K 0.05% 191
2022
Q2 		$394K Sell
1,755
-411
-19% -$112K 0.04% 203
2022
Q1 		$778K Buy
2,166
+48
+2% +$14.9K 0.07% 173
2021
Q4 		$746K Buy
2,118
+267
+14% +$89.5K 0.06% 183
2021
Q3 		$478K Buy
1,851
+75
+4% +$17.7K 0.04% 203
2021
Q2 		$402K Sell
1,776
-36
-2% -$7.82K 0.03% 222
2021
Q1 		$447K Sell
1,812
-96
-5% -$24.1K 0.04% 205
2020
Q4 		$449K Buy
+1,908
New +$326K 0.04% 201

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

YHB Investment Advisors's TSLA Position: Q3 2026 in Review

YHB Investment Advisors reduced its Tesla (TSLA) stake by 1.4% in Q3 2026, selling an estimated $10.4K and leaving 2,072 shares worth $735K. The position accounts for 0.05% of the portfolio, ranked #191.

YHB Investment Advisors first reported a position in TSLA in Q4 2020 and has held it in 24 quarters since. The position peaked at $1.01M in Q4 2024. 230 funds tracked by Wall St. Rank hold TSLA as of Q3 2026.

  • YHB Investment Advisors held 2,072 shares of Tesla worth $735K as of Q3 2026.
  • YHB Investment Advisors sold 29 Tesla shares in Q3 2026, an estimated $10.4K.
  • Tesla made up 0.05% of YHB Investment Advisors's portfolio in Q3 2026, its #191 holding.
  • YHB Investment Advisors first reported a position in Tesla in Q4 2020 and has held it in 24 quarters since.
  • YHB Investment Advisors's Tesla position peaked at $1.01M in Q4 2024.
  • 230 funds tracked by Wall St. Rank held Tesla as of Q3 2026.

Based on YHB Investment Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.