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Mattern Wealth Management’s Tesla TSLA Stock Holding History

Mattern 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 		$387K Buy
919
+17
+2% +$6.76K 0.06% 128
2026
Q1 		$335K Hold
902
– – 0.07% 117
2025
Q4 		$406K Hold
902
– – 0.08% 103
2025
Q3 		$401K Sell
902
-3
-0.3% -$1.04K 0.08% 100
2025
Q2 		$287K Buy
905
+21
+2% +$6.33K 0.06% 127
2025
Q1 		$229K Buy
884
+127
+17% +$42.3K 0.05% 151
2024
Q4 		$306K Buy
+757
New +$244K 0.07% 135
2024
Q1 		– Sell
-1,011
Closed -$251K – 184
2023
Q4 		$251K Buy
1,011
+108
+12% +$25.7K 0.06% 150
2023
Q3 		$226K Sell
903
-65
-7% -$16.7K 0.07% 153
2023
Q2 		$253K Buy
+968
New +$194K 0.07% 144
2022
Q2 		– Sell
-564
Closed -$203K – 163
2022
Q1 		$203K Buy
+564
New +$176K 0.07% 155
2021
Q2 		– Sell
-4,551
Closed -$1.01M – 177
2021
Q1 		$1.01M Buy
4,551
+300
+7% +$75.3K 0.36% 78
2020
Q4 		$1M Buy
4,251
+21
+0.5% +$3.58K 0.38% 76
2020
Q3 		$605K Buy
4,230
+120
+3% +$14.2K 0.26% 85
2020
Q2 		$296K Buy
+4,110
New +$222K 0.14% 115

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

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

Mattern Wealth Management increased its Tesla (TSLA) stake by 1.9% in Q2 2026, buying an estimated $6.76K and bringing the position to 919 shares worth $387K. The position accounts for 0.06% of the portfolio, ranked #128.

Mattern Wealth Management first reported a position in TSLA in Q2 2020 and has held it in 15 quarters since. The position peaked at $1.01M in Q1 2021. 4,272 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Mattern Wealth Management held 919 shares of Tesla worth $387K as of Q2 2026.
  • Mattern Wealth Management bought 17 Tesla shares in Q2 2026, an estimated $6.76K.
  • Tesla made up 0.06% of Mattern Wealth Management's portfolio in Q2 2026, its #128 holding.
  • Mattern Wealth Management first reported a position in Tesla in Q2 2020 and has held it in 15 quarters since.
  • Mattern Wealth Management's Tesla position peaked at $1.01M in Q1 2021.
  • 4,272 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Mattern Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.