MHS
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M Holdings Securities’s Tesla TSLA Stock Holding History

M Holdings Securities’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 		$6.26M Sell
15,264
-27,360
-64% -$10.9M 0.86% 20
2026
Q1 		$16.7M Buy
42,624
+4,064
+11% +$1.67M 1.13% 18
2025
Q4 		$17.3M Buy
+38,560
New +$17.1M 1.24% 17
2025
Q3 		– Sell
-55,695
Closed -$17.9M – 185
2025
Q2 		$17.9M Buy
55,695
+34,400
+162% +$10.4M 3.07% 5
2025
Q1 		$5.52M Sell
21,295
-581
-3% -$194K 0.92% 24
2024
Q4 		$8.83M Buy
21,876
+585
+3% +$188K 1.42% 16
2024
Q3 		$5.57M Sell
21,291
-2,375
-10% -$542K 1.4% 18
2024
Q2 		$4.68M Buy
23,666
+3,669
+18% +$641K 0.61% 30
2024
Q1 		$3.52M Sell
19,997
-1,513
-7% -$296K 0.59% 37
2023
Q4 		$5.34M Sell
21,510
-2,326
-10% -$553K 0.6% 34
2023
Q3 		$5.96M Buy
23,836
+14,147
+146% +$3.63M 0.79% 28
2023
Q2 		$2.54M Sell
9,689
-12,809
-57% -$2.56M 0.52% 25
2023
Q1 		$4.66M Buy
22,498
+896
+4% +$156K 0.48% 38
2022
Q4 		$2.66M Sell
21,602
-405
-2% -$76.7K 0.28% 73
2022
Q3 		$5.84M Sell
22,007
-313
-1% -$87.4K 0.65% 35
2022
Q2 		$5.01M Sell
22,320
-13,734
-38% -$3.75M 0.51% 43
2022
Q1 		$13M Buy
+36,054
New +$11.2M 0.98% 25
2021
Q2 		$7.1M Buy
31,350
+228
+0.7% +$49.5K 0.69% 32
2021
Q1 		$6.93M Sell
31,122
-3,174
-9% -$797K 0.63% 31
2020
Q4 		$8.07M Sell
34,296
-4,578
-12% -$781K 1.03% 23
2020
Q3 		$5.56M Buy
+38,874
New +$4.59M 0.89% 28

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

M Holdings Securities's TSLA Position: Q2 2026 in Review

M Holdings Securities reduced its Tesla (TSLA) stake by 64% in Q2 2026, selling an estimated $10.9M and leaving 15,264 shares worth $6.26M. The position accounts for 0.86% of the portfolio, ranked #20.

M Holdings Securities first reported a position in TSLA in Q3 2020 and has held it in 21 quarters since. The position peaked at $17.9M in Q2 2025. 4,292 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • M Holdings Securities held 15,264 shares of Tesla worth $6.26M as of Q2 2026.
  • M Holdings Securities sold 27,360 Tesla shares in Q2 2026, an estimated $10.9M.
  • Tesla made up 0.86% of M Holdings Securities's portfolio in Q2 2026, its #20 holding.
  • M Holdings Securities first reported a position in Tesla in Q3 2020 and has held it in 21 quarters since.
  • M Holdings Securities's Tesla position peaked at $17.9M in Q2 2025.
  • 4,292 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on M Holdings Securities's 13F filing for Q2 2026, filed 11 Aug 2026.