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 Q3	$1.72M	Hold	4,848	–	–	0.27%	25
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Martel Wealth Advisors's TSLA Position: Q3 2026 in Review

Martel Wealth Advisors held its Tesla (TSLA) position steady in Q3 2026 at 4,848 shares worth $1.72M. The position accounts for 0.27% of the portfolio, ranked #25.

Martel Wealth Advisors first reported a position in TSLA in Q2 2023 and has held it in 14 quarters since. The position peaked at $2.18M in Q4 2024. 2,771 funds tracked by Wall St. Rank hold TSLA as of Q3 2026.

Martel Wealth Advisors held 4,848 shares of Tesla worth $1.72M as of Q3 2026.
Martel Wealth Advisors left its Tesla share count unchanged in Q3 2026.
Tesla made up 0.27% of Martel Wealth Advisors's portfolio in Q3 2026, its #25 holding.
Martel Wealth Advisors first reported a position in Tesla in Q2 2023 and has held it in 14 quarters since.
Martel Wealth Advisors's Tesla position peaked at $2.18M in Q4 2024.
2,771 funds tracked by Wall St. Rank held Tesla as of Q3 2026.

Based on Martel Wealth Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.