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Allen Mooney & Barnes Investment Advisors’s Tesla TSLA Stock Holding History

Allen Mooney & Barnes 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
Q2 		$338K Sell
804
-492
-38% -$196K 0.05% 123
2026
Q1 		$482K Sell
1,296
-22
-2% -$9.06K 0.07% 107
2025
Q4 		$593K Sell
1,318
-2
-0.2% -$887 0.09% 93
2025
Q3 		$587K Sell
1,320
-1,625
-55% -$564K 0.09% 95
2025
Q2 		$936K Buy
2,945
+294
+11% +$88.6K 0.15% 71
2025
Q1 		$687K Buy
2,651
+345
+15% +$115K 0.11% 84
2024
Q4 		$931K Buy
2,306
+1,066
+86% +$343K 0.16% 71
2024
Q3 		$324K Sell
1,240
-508
-29% -$116K 0.06% 123
2024
Q2 		$346K Buy
1,748
+310
+22% +$54.2K 0.06% 125
2024
Q1 		$251K Buy
1,438
+251
+21% +$49K 0.05% 144
2023
Q4 		$295K Buy
1,187
+9
+0.8% +$2.14K 0.06% 134
2023
Q3 		$295K Sell
1,178
-120
-9% -$30.8K 0.06% 120
2023
Q2 		$340K Sell
1,298
-227
-15% -$45.4K 0.08% 110
2023
Q1 		$316K Buy
+1,525
New +$266K 0.08% 109
2022
Q4 		– Sell
-957
Closed -$254K – 137
2022
Q3 		$254K Sell
957
-435
-31% -$121K 0.07% 116
2022
Q2 		$312K Sell
1,392
-192
-12% -$52.4K 0.08% 114
2022
Q1 		$569K Buy
+1,584
New +$493K 0.13% 91

Other funds holding TSLA

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Allen Mooney & Barnes Investment Advisors's TSLA Position: Q2 2026 in Review

Allen Mooney & Barnes Investment Advisors reduced its Tesla (TSLA) stake by 38% in Q2 2026, selling an estimated $196K and leaving 804 shares worth $338K. The position accounts for 0.05% of the portfolio, ranked #123.

Allen Mooney & Barnes Investment Advisors first reported a position in TSLA in Q1 2022 and has held it in 17 quarters since. The position peaked at $936K in Q2 2025. 2,101 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Allen Mooney & Barnes Investment Advisors held 804 shares of Tesla worth $338K as of Q2 2026.
  • Allen Mooney & Barnes Investment Advisors sold 492 Tesla shares in Q2 2026, an estimated $196K.
  • Tesla made up 0.05% of Allen Mooney & Barnes Investment Advisors's portfolio in Q2 2026, its #123 holding.
  • Allen Mooney & Barnes Investment Advisors first reported a position in Tesla in Q1 2022 and has held it in 17 quarters since.
  • Allen Mooney & Barnes Investment Advisors's Tesla position peaked at $936K in Q2 2025.
  • 2,101 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Allen Mooney & Barnes Investment Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.