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Marshall & Sterling Wealth Advisors’s Tesla TSLA Stock Holding History

Marshall & Sterling 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 		$27.8K Hold
66
– – 0.02% 188
2026
Q1 		$24.5K Sell
66
-8
-11% -$3.3K 0.02% 190
2025
Q4 		$33.3K Sell
74
-217
-75% -$96.2K 0.02% 167
2025
Q3 		$129K Hold
291
– – 0.08% 106
2025
Q2 		$92.4K Hold
291
– – 0.06% 114
2025
Q1 		$75.4K Buy
291
+195
+203% +$65K 0.05% 119
2024
Q4 		$38.8K Buy
+96
New +$30.9K 0.03% 146

Other funds holding TSLA

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
HAM
Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
NAH
Neumann Advisory (HK) Central, Hong Kong $356M AUM 37.48% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's TSLA Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors held its Tesla (TSLA) position steady in Q2 2026 at 66 shares worth $27.8K. The position accounts for 0.02% of the portfolio, ranked #188.

Marshall & Sterling Wealth Advisors first reported a position in TSLA in Q4 2024 and has held it in 7 quarters since. The position peaked at $129K in Q3 2025. 1,145 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Marshall & Sterling Wealth Advisors held 66 shares of Tesla worth $27.8K as of Q2 2026.
  • Marshall & Sterling Wealth Advisors left its Tesla share count unchanged in Q2 2026.
  • Tesla made up 0.02% of Marshall & Sterling Wealth Advisors's portfolio in Q2 2026, its #188 holding.
  • Marshall & Sterling Wealth Advisors first reported a position in Tesla in Q4 2024 and has held it in 7 quarters since.
  • Marshall & Sterling Wealth Advisors's Tesla position peaked at $129K in Q3 2025.
  • 1,145 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.