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Marietta Wealth Management’s Tesla TSLA Stock Holding History

Marietta Wealth Management’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 		$1.87M Sell
4,452
-4
-0.1% -$1.59K 0.19% 85
2026
Q1 		$1.66M Buy
4,456
+406
+10% +$167K 0.2% 85
2025
Q4 		$1.82M Buy
4,050
+566
+16% +$251K 0.21% 83
2025
Q3 		$1.55M Buy
3,484
+96
+3% +$33.3K 0.19% 82
2025
Q2 		$1.08M Buy
3,388
+560
+20% +$169K 0.14% 86
2025
Q1 		$733K Buy
2,828
+1,201
+74% +$400K 0.11% 90
2024
Q4 		$657K Buy
1,627
+80
+5% +$25.7K 0.09% 90
2024
Q3 		$405K Buy
+1,547
New +$353K 0.06% 99
2024
Q1 		– Sell
-983
Closed -$244K – 103
2023
Q4 		$244K Hold
983
– – 0.04% 102
2023
Q3 		$246K Hold
983
– – 0.05% 98
2023
Q2 		$257K Hold
983
– – 0.05% 104
2023
Q1 		$204K Buy
+983
New +$171K 0.04% 105
2022
Q4 		– Sell
-966
Closed -$256K – 113
2022
Q3 		$256K Buy
966
+33
+4% +$9.22K 0.06% 98
2022
Q2 		$209K Buy
933
+3
+0.3% +$819 0.05% 108
2022
Q1 		$334K Hold
930
– – 0.07% 99
2021
Q4 		$328K Hold
930
– – 0.07% 106
2021
Q3 		$240K Sell
930
-15
-2% -$3.53K 0.05% 113
2021
Q2 		$214K Buy
+945
New +$205K 0.05% 114

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

Marietta Wealth Management's TSLA Position: Q2 2026 in Review

Marietta Wealth Management reduced its Tesla (TSLA) stake by 0.09% in Q2 2026, selling an estimated $1.59K and leaving 4,452 shares worth $1.87M. The position accounts for 0.19% of the portfolio, ranked #85.

Marietta Wealth Management first reported a position in TSLA in Q2 2021 and has held it in 18 quarters since. 4,282 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Marietta Wealth Management held 4,452 shares of Tesla worth $1.87M as of Q2 2026.
  • Marietta Wealth Management sold 4 Tesla shares in Q2 2026, an estimated $1.59K.
  • Tesla made up 0.19% of Marietta Wealth Management's portfolio in Q2 2026, its #85 holding.
  • Marietta Wealth Management first reported a position in Tesla in Q2 2021 and has held it in 18 quarters since.
  • 4,282 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Marietta Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.