Martel Wealth Advisors’s Tesla TSLA Stock Holding History

Martel 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	$2.04M	Hold	4,848	–	–	0.32%	25
2026 Q1	$1.8M	Hold	4,848	–	–	0.31%	27
2025 Q4	$2.18M	Hold	4,848	–	–	0.37%	24
2025 Q3	$2.16M	Sell	4,848 -135	-3%	-$46.8K	0.38%	24
2025 Q2	$1.58M	Sell	4,983 -276	-5%	-$83.2K	0.29%	26
2025 Q1	$1.36M	Sell	5,259 -147	-3%	-$49K	0.27%	26
2024 Q4	$2.18M	Sell	5,406 -138	-2%	-$44.4K	0.43%	22
2024 Q3	$1.39M	Sell	5,544 -1,878	-25%	-$428K	0.28%	27
2024 Q2	$1.47M	Hold	7,422	–	–	0.32%	26
2024 Q1	$1.3M	Sell	7,422 -122	-2%	-$23.8K	0.28%	27
2023 Q4	$1.87M	Hold	7,544	–	–	0.43%	26
2023 Q3	$1.89M	Hold	7,544	–	–	0.47%	24
2023 Q2	$1.97M	Buy	+7,544	New	+$1.51M	0.48%	25

Other funds holding TSLA

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 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 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

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

ZCI

Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Martel Wealth Advisors's TSLA Position: Q2 2026 in Review

Martel Wealth Advisors held its Tesla (TSLA) position steady in Q2 2026 at 4,848 shares worth $2.04M. The position accounts for 0.32% of the portfolio, ranked #25.

Martel Wealth Advisors first reported a position in TSLA in Q2 2023 and has held it in 13 quarters since. The position peaked at $2.18M in Q4 2024. 781 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

Martel Wealth Advisors held 4,848 shares of Tesla worth $2.04M as of Q2 2026.
Martel Wealth Advisors left its Tesla share count unchanged in Q2 2026.
Tesla made up 0.32% of Martel Wealth Advisors's portfolio in Q2 2026, its #25 holding.
Martel Wealth Advisors first reported a position in Tesla in Q2 2023 and has held it in 13 quarters since.
Martel Wealth Advisors's Tesla position peaked at $2.18M in Q4 2024.
781 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Martel Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.