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Forvis Mazars Wealth Advisors’s Tesla TSLA Stock Holding History

Forvis Mazars Wealth 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 		$4.48M Buy
10,660
+809
+8% +$322K 0.07% 105
2026
Q1 		$3.66M Buy
9,851
+90
+0.9% +$37.1K 0.07% 109
2025
Q4 		$4.39M Buy
9,761
+1,411
+17% +$625K 0.08% 102
2025
Q3 		$3.71M Sell
8,350
-37
-0.4% -$12.8K 0.07% 111
2025
Q2 		$2.66M Buy
8,387
+878
+12% +$265K 0.06% 136
2025
Q1 		$1.95M Sell
7,509
-799
-10% -$266K 0.05% 152
2024
Q4 		$3.36M Buy
8,308
+1,828
+28% +$588K 0.08% 121
2024
Q3 		$1.7M Buy
6,480
+786
+14% +$179K 0.04% 179
2024
Q2 		$1.13M Sell
5,694
-4,570
-45% -$799K 0.03% 201
2024
Q1 		$1.8M Buy
10,264
+4,640
+83% +$907K 0.05% 169
2023
Q4 		$1.4M Sell
5,624
-296
-5% -$70.3K 0.04% 180
2023
Q3 		$1.48M Buy
5,920
+625
+12% +$161K 0.04% 176
2023
Q2 		$1.39M Sell
5,295
-1,011
-16% -$202K 0.04% 192
2023
Q1 		$1.31M Sell
6,306
-1,051
-14% -$183K 0.04% 181
2022
Q4 		$906K Buy
7,357
+4,253
+137% +$805K 0.03% 207
2022
Q3 		$823K Buy
3,104
+107
+4% +$29.9K 0.03% 211
2022
Q2 		$673K Buy
2,997
+666
+29% +$182K 0.03% 224
2022
Q1 		$837K Sell
2,331
-3
-0.1% -$934 0.04% 156
2021
Q4 		$822K Buy
2,334
+243
+12% +$81.5K 0.03% 149
2021
Q3 		$541K Buy
2,091
+159
+8% +$37.4K 0.02% 175
2021
Q2 		$438K Buy
1,932
+90
+5% +$19.5K 0.02% 183
2021
Q1 		$410K Sell
1,842
-4,674
-72% -$1.17M 0.02% 187
2020
Q4 		$1.53M Buy
6,516
+1,125
+21% +$192K 0.08% 120
2020
Q3 		$771K Sell
5,391
-69
-1% -$8.15K 0.04% 157
2020
Q2 		$393K Buy
+5,460
New +$295K 0.03% 221

Other funds holding TSLA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Forvis Mazars Wealth Advisors's TSLA Position: Q2 2026 in Review

Forvis Mazars Wealth Advisors increased its Tesla (TSLA) stake by 8.2% in Q2 2026, buying an estimated $322K and bringing the position to 10,660 shares worth $4.48M. The position accounts for 0.07% of the portfolio, ranked #105.

Forvis Mazars Wealth Advisors first reported a position in TSLA in Q2 2020 and has held it in 25 quarters since. 4,273 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Forvis Mazars Wealth Advisors held 10,660 shares of Tesla worth $4.48M as of Q2 2026.
  • Forvis Mazars Wealth Advisors bought 809 Tesla shares in Q2 2026, an estimated $322K.
  • Tesla made up 0.07% of Forvis Mazars Wealth Advisors's portfolio in Q2 2026, its #105 holding.
  • Forvis Mazars Wealth Advisors first reported a position in Tesla in Q2 2020 and has held it in 25 quarters since.
  • 4,273 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.