FWG Holdings, LLC TSLA — TESLA INC

Ownership history in FWG Holdings, LLC  ·  19 quarters on record

AI Ownership Summary

FWG Holdings, LLC reported TESLA INC (TSLA) in 19 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.96% in 2025 Q3. The latest visible filing shows TSLA at 0.62% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this TSLA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was FWG Holdings, LLC's position in TESLA INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

TSLA was reported at 0.62% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.96% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

TSLA stock page FWG Holdings, LLC fund profile FWG Holdings, LLC full holdings
How FWG Holdings, LLC held TSLA — position size vs. price
% of Fund (quarterly)    TSLA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 4,625 -211 -4.4% 0.62% $1.6M 2026-04-13 $352.42
2025 Q4 UNCHANGED — — — 4,836 — 0% 0.96% $2.2M 2026-01-29 $416.56
2025 Q3 ADDED — — — 4,836 +334 +7.4% 0.96% $2.2M 2025-10-30 $440.10
2025 Q2 REDUCED — — — 4,502 -20 -0.4% 0.65% $1.4M 2025-08-05 $308.72
2025 Q1 ADDED — — — 4,522 +445 +10.9% 0.65% $1.3M 2025-05-02 $287.21
2024 Q4 ADDED — — — 4,077 +1,398 +52.2% 0.75% $1.6M 2025-02-07 $361.62
2024 Q3 REDUCED 34.2% +59.5% ❌ 2,679 -1,393 -34.2% 0.35% $703K 2024-11-08 $321.22
2024 Q2 ADDED — — — 4,072 +695 +20.6% 0.50% $1.0M 2024-07-31 $232.07
2024 Q1 ADDED — — — 3,377 +552 +19.5% 0.31% $581K 2024-05-13 $171.89
2023 Q4 ADDED — — — 2,825 +208 +7.9% 0.41% $679K 2024-01-12 $218.89
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding TSLA

As of 2026 Q1 — sorted by position size

Neumann Advisory Hong Kong Ltd 3Y 7Y 76.09% NIGHTVIEW CAPITAL, LLC 3Y 7Y 28.23% QVR LLC 3Y 19.87% BANQUE PICTET & CIE SA 3Y 7Y 19.7% BANQUE PICTET & CIE SA 3Y 7Y 19.38% HAMILTON CAPITAL PARTNERS, LLC 15.93% Q Fund Management (Hong Kong) Ltd 13.8% Ariston Services Group 13.08% Straight Path Wealth Management 3Y 11.76% Eagle Bay Advisors LLC 3Y 8.14%

FAQ About FWG Holdings, LLC and TSLA

These are the practical questions this page is built to answer before you even open the full history table.

How long has FWG Holdings, LLC reported owning TSLA?

FWG Holdings, LLC reported TSLA across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported TSLA position in FWG Holdings, LLC's portfolio?

The largest reported portfolio weight for TSLA was 0.96% in 2025 Q3.

What is the latest reported TSLA position on this page?

The most recent filing on this page is 2026 Q1, when FWG Holdings, LLC reported 4,625 shares, equal to 0.62% of portfolio, with an estimated market value of $1.6M.

What does the chart on this TSLA ownership page compare?

The chart compares FWG Holdings, LLC's quarterly TSLA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did FWG Holdings, LLC time their TSLA position?

Based on 13F filing dates vs. subsequent TSLA price moves, FWG Holdings, LLC correctly timed 5 out of 17 reported position changes (29%). The annualised alpha on TSLA relative to SPY over the holding period was +13.1%.

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