Matrix Asset Advisors’s Tesla TSLA Stock Holding History

Matrix Asset 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	$208K	Buy	+494	New	+$196K	0.02%	104
2026 Q1	–	Sell	-504	Closed	-$227K	–	111
2025 Q4	$227K	Sell	504 -91	-15%	-$40.3K	0.02%	102
2025 Q3	$265K	Buy	+595	New	+$206K	0.02%	97
2025 Q1	–	Sell	-833	Closed	-$336K	–	116
2024 Q4	$336K	Hold	833	–	–	0.04%	83
2024 Q3	$218K	Buy	+833	New	+$190K	0.02%	98
2024 Q1	–	Sell	-830	Closed	-$206K	–	103
2023 Q4	$206K	Buy	830 +3	+0.4%	+$713	0.03%	96
2023 Q3	$207K	Sell	827 -1,821	-69%	-$468K	0.03%	86
2023 Q2	$693K	Buy	2,648 +87	+3%	+$17.4K	0.1%	61
2023 Q1	$531K	Buy	2,561 +5	+0.2%	+$872	0.08%	62
2022 Q4	$315K	Sell	2,556 -171	-6%	-$32.4K	0.05%	76
2022 Q3	$723K	Hold	2,727	–	–	0.12%	52
2022 Q2	$612K	Sell	2,727 -300	-10%	-$81.9K	0.09%	56
2022 Q1	$1.09M	Buy	3,027 +45	+2%	+$14K	0.15%	51
2021 Q4	$1.05M	Sell	2,982 -147	-5%	-$49.3K	0.14%	52
2021 Q3	$809K	Hold	3,129	–	–	0.11%	53
2021 Q2	$709K	Hold	3,129	–	–	0.1%	55
2021 Q1	$697K	Buy	+3,129	New	+$786K	0.1%	60

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

Matrix Asset Advisors's TSLA Position: Q2 2026 in Review

Matrix Asset Advisors opened a new position in Tesla (TSLA) in Q2 2026: 494 shares worth $208K. The stake represents 0.02% of the portfolio and ranks #104 among its holdings. This is a return to the name: Matrix Asset Advisors previously reported a position in TSLA as recently as Q4 2025.

Matrix Asset Advisors first reported a position in TSLA in Q1 2021 and has held it in 17 quarters since. The position peaked at $1.09M in Q1 2022. 781 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

Matrix Asset Advisors held 494 shares of Tesla worth $208K as of Q2 2026.
Tesla was a new Matrix Asset Advisors position in Q2 2026.
Tesla made up 0.02% of Matrix Asset Advisors's portfolio in Q2 2026, its #104 holding.
Matrix Asset Advisors first reported a position in Tesla in Q1 2021 and has held it in 17 quarters since.
Matrix Asset Advisors's Tesla position peaked at $1.09M in Q1 2022.
781 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Matrix Asset Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.