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Marshall Financial Group (Maryland)’s Tesla TSLA Stock Holding History

Marshall Financial Group (Maryland)’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 		$1.6M Buy
3,794
+1,494
+65% +$594K 0.23% 85
2026
Q1 		$855K Sell
2,300
-108
-4% -$44.5K 0.14% 136
2025
Q4 		$1.08M Buy
2,408
+12
+0.5% +$5.32K 0.21% 107
2025
Q3 		$1.07M Sell
2,396
-81
-3% -$28.1K 0.21% 120
2025
Q2 		$728K Buy
2,477
+131
+6% +$39.5K 0.14% 161
2025
Q1 		$608K Sell
2,346
-112
-5% -$37.3K 0.13% 156
2024
Q4 		$993K Sell
2,458
-88
-3% -$28.3K 0.24% 110
2024
Q3 		$666K Buy
2,546
+92
+4% +$21K 0.16% 146
2024
Q2 		$486K Sell
2,454
-7,417
-75% -$1.3M 0.14% 132
2024
Q1 		$1.74M Buy
9,871
+573
+6% +$112K 0.5% 56
2023
Q4 		$2.31M Sell
9,298
-353
-4% -$83.9K 0.74% 32
2023
Q3 		$2.41M Buy
9,651
+1
+0% +$257 0.87% 25
2023
Q2 		$2.53M Buy
9,650
+1,977
+26% +$395K 0.86% 27
2023
Q1 		$1.59M Buy
7,673
+4,652
+154% +$812K 0.57% 49
2022
Q4 		$372K Buy
3,021
+600
+25% +$114K 0.14% 132
2022
Q3 		$642K Sell
2,421
-258
-10% -$72.1K 0.27% 118
2022
Q2 		$601K Buy
2,679
+612
+30% +$167K 0.24% 128
2022
Q1 		$742K Buy
2,067
+24
+1% +$7.47K 0.3% 124
2021
Q4 		$720K Buy
2,043
+126
+7% +$42.3K 0.27% 132
2021
Q3 		$496K Buy
1,917
+9
+0.5% +$2.12K 0.26% 122
2021
Q2 		$432K Sell
1,908
-54
-3% -$11.7K 0.23% 127
2021
Q1 		$437K Buy
1,962
+105
+6% +$26.4K 0.26% 101
2020
Q4 		$437K Buy
+1,857
New +$317K 0.29% 96

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

Marshall Financial Group (Maryland)'s TSLA Position: Q2 2026 in Review

Marshall Financial Group (Maryland) increased its Tesla (TSLA) stake by 65% in Q2 2026, buying an estimated $594K and bringing the position to 3,794 shares worth $1.6M. The position accounts for 0.23% of the portfolio, ranked #85.

Marshall Financial Group (Maryland) first reported a position in TSLA in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.53M in Q2 2023. 4,283 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Marshall Financial Group (Maryland) held 3,794 shares of Tesla worth $1.6M as of Q2 2026.
  • Marshall Financial Group (Maryland) bought 1,494 Tesla shares in Q2 2026, an estimated $594K.
  • Tesla made up 0.23% of Marshall Financial Group (Maryland)'s portfolio in Q2 2026, its #85 holding.
  • Marshall Financial Group (Maryland) first reported a position in Tesla in Q4 2020 and has held it in 23 quarters since.
  • Marshall Financial Group (Maryland)'s Tesla position peaked at $2.53M in Q2 2023.
  • 4,283 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2026, filed 20 Jul 2026.