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Mascoma Wealth Management’s Tesla TSLA Stock Holding History

Mascoma 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 		$297K Buy
706
+56
+9% +$22.3K 0.06% 76
2026
Q1 		$242K Buy
650
+1
+0.2% +$412 0.05% 85
2025
Q4 		$292K Sell
649
-66
-9% -$29.3K 0.06% 72
2025
Q3 		$318K Sell
715
-25
-3% -$8.67K 0.07% 70
2025
Q2 		$235K Buy
740
+37
+5% +$11.1K 0.05% 84
2025
Q1 		$182K Sell
703
-50
-7% -$16.7K 0.05% 96
2024
Q4 		$304K Buy
753
+42
+6% +$13.5K 0.08% 76
2024
Q3 		$186K Hold
711
– – 0.05% 96
2024
Q2 		$141K Hold
711
– – 0.04% 112
2024
Q1 		$125K Hold
711
– – 0.04% 123
2023
Q4 		$177K Sell
711
-650
-48% -$154K 0.05% 106
2023
Q3 		$341K Hold
1,361
– – 0.11% 74
2023
Q2 		$340K Sell
1,361
-424
-24% -$84.8K 0.1% 72
2023
Q1 		$293K Buy
1,785
+350
+24% +$61.1K 0.09% 91
2022
Q4 		$177K Buy
1,435
+315
+28% +$59.6K 0.06% 120
2022
Q3 		$297K Buy
1,120
+424
+61% +$118K 0.1% 94
2022
Q2 		$156K Hold
696
– – 0.05% 129
2022
Q1 		$250K Buy
696
+315
+83% +$98.1K 0.08% 108
2021
Q4 		$134K Sell
381
-75
-16% -$25.2K 0.05% 135
2021
Q3 		$118K Buy
+456
New +$107K 0.05% 140
2021
Q2 		– Sell
-465
Closed -$104K – 400
2021
Q1 		$104K Buy
+465
New +$117K 0.04% 150
2018
Q3 		– Sell
-750
Closed -$15.6K – 412
2018
Q2 		$17K Hold
750
– – 0.01% 237
2018
Q1 		$13K Hold
750
– – 0.01% 255
2017
Q4 		$17K Hold
750
– – 0.01% 228
2017
Q3 		$17K Hold
750
– – 0.01% 249
2017
Q2 		$18K Buy
750
+600
+400% +$13.2K 0.01% 248
2017
Q1 		$3K Hold
150
– – ﹤0.01% 325
2016
Q4 		$2K Buy
+150
New +$1.97K ﹤0.01% 347

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

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

Mascoma Wealth Management increased its Tesla (TSLA) stake by 8.6% in Q2 2026, buying an estimated $22.3K and bringing the position to 706 shares worth $297K. The position accounts for 0.06% of the portfolio, ranked #76.

Mascoma Wealth Management first reported a position in TSLA in Q4 2016 and has held it in 28 quarters since. The position peaked at $341K in Q3 2023. 4,272 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Mascoma Wealth Management held 706 shares of Tesla worth $297K as of Q2 2026.
  • Mascoma Wealth Management bought 56 Tesla shares in Q2 2026, an estimated $22.3K.
  • Tesla made up 0.06% of Mascoma Wealth Management's portfolio in Q2 2026, its #76 holding.
  • Mascoma Wealth Management first reported a position in Tesla in Q4 2016 and has held it in 28 quarters since.
  • Mascoma Wealth Management's Tesla position peaked at $341K in Q3 2023.
  • 4,272 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.