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Meadowbrook Wealth Management’s Tesla TSLA Stock Holding History

Meadowbrook 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 		$206K Sell
485
-75
-13% -$29.8K 0.22% 79
2026
Q1 		$208K Sell
560
-382
-41% -$157K 0.28% 63
2025
Q4 		$424K Sell
942
-1,825
-66% -$809K 0.48% 42
2025
Q3 		$1.23M Buy
+2,767
New +$960K 1.28% 20

Other funds holding TSLA

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

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

Meadowbrook Wealth Management reduced its Tesla (TSLA) stake by 13% in Q2 2026, selling an estimated $29.8K and leaving 485 shares worth $206K. The position accounts for 0.22% of the portfolio, ranked #79.

Meadowbrook Wealth Management first reported a position in TSLA in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.23M in Q3 2025. 2,680 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Meadowbrook Wealth Management held 485 shares of Tesla worth $206K as of Q2 2026.
  • Meadowbrook Wealth Management sold 75 Tesla shares in Q2 2026, an estimated $29.8K.
  • Tesla made up 0.22% of Meadowbrook Wealth Management's portfolio in Q2 2026, its #79 holding.
  • Meadowbrook Wealth Management first reported a position in Tesla in Q3 2025 and has held it in 4 quarters since.
  • Meadowbrook Wealth Management's Tesla position peaked at $1.23M in Q3 2025.
  • 2,680 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Meadowbrook Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.