Mission Wealth Management’s Tesla TSLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$67.3M Buy
159,971
+38,079
+31% +$15.1M 0.82% 21
2026
Q1
$45.3M Buy
121,892
+151
+0.1% +$62.2K 0.93% 19
2025
Q4
$54.7M Sell
121,741
-2,471
-2% -$1.1M 1.09% 16
2025
Q3
$55.2M Sell
124,212
-1,483
-1% -$514K 1.1% 14
2025
Q2
$39.9M Sell
125,695
-5,002
-4% -$1.51M 0.85% 17
2025
Q1
$33.9M Buy
130,697
+10,990
+9% +$3.66M 0.83% 18
2024
Q4
$48.3M Sell
119,707
-6,425
-5% -$2.07M 1.13% 15
2024
Q3
$33M Sell
126,132
-6,309
-5% -$1.44M 0.8% 21
2024
Q2
$26.2M Sell
132,441
-9,641
-7% -$1.68M 0.69% 26
2024
Q1
$25M Buy
142,082
+31,208
+28% +$6.1M 0.66% 25
2023
Q4
$27.5M Sell
110,874
-1,875
-2% -$446K 0.89% 20
2023
Q3
$28.2M Buy
112,749
+3,597
+3% +$924K 1.05% 18
2023
Q2
$28.6M Buy
109,152
+3,926
+4% +$785K 1.08% 18
2023
Q1
$21.8M Buy
105,226
+1,964
+2% +$343K 0.91% 21
2022
Q4
$12.7M Buy
103,262
+993
+1% +$188K 0.61% 27
2022
Q3
$27.1M Buy
102,269
+314
+0.3% +$87.7K 1.44% 16
2022
Q2
$22.9M Buy
101,955
+5,196
+5% +$1.42M 1.2% 16
2022
Q1
$34.8M Sell
96,759
-4,668
-5% -$1.45M 1.61% 15
2021
Q4
$35.7M Sell
101,427
-4,107
-4% -$1.38M 1.61% 15
2021
Q3
$27.3M Buy
105,534
+21,243
+25% +$5M 1.39% 17
2021
Q2
$19.1M Buy
84,291
+2,253
+3% +$489K 1.01% 18
2021
Q1
$18.3M Sell
82,038
-13,008
-14% -$3.27M 1.06% 18
2020
Q4
$22.4M Buy
95,046
+12,603
+15% +$2.15M 1.4% 16
2020
Q3
$11.8M Sell
82,443
-1,092
-1% -$129K 0.88% 23
2020
Q2
$6.01M Sell
83,535
-3,405
-4% -$184K 0.52% 34
2020
Q1
$3.04M Sell
86,940
-9,030
-9% -$374K 0.34% 41
2019
Q4
$2.68M Buy
95,970
+555
+0.6% +$12K 0.26% 58
2019
Q3
$1.53M Sell
95,415
-2,190
-2% -$34.3K 0.16% 77
2019
Q2
$1.45M Buy
97,605
+25,905
+36% +$403K 0.16% 77
2019
Q1
$1.34M Buy
71,700
+435
+0.6% +$8.73K 0.16% 78
2018
Q4
$1.58M Buy
71,265
+2,070
+3% +$44.5K 0.21% 62
2018
Q3
$1.22M Buy
69,195
+585
+0.9% +$12.2K 0.16% 80
2018
Q2
$1.57M Sell
68,610
-3,780
-5% -$76.8K 0.23% 56
2018
Q1
$1.28M Buy
72,390
+1,260
+2% +$27.7K 0.21% 58
2017
Q4
$1.48M Sell
71,130
-1,290
-2% -$28.1K 0.25% 48
2017
Q3
$1.65M Sell
72,420
-1,005
-1% -$23.2K 0.3% 41
2017
Q2
$1.77M Buy
73,425
+3,750
+5% +$82.5K 0.34% 38
2017
Q1
$1.29M Buy
69,675
+2,790
+4% +$47.2K 0.25% 46
2016
Q4
$953K Buy
66,885
+1,800
+3% +$23.7K 0.19% 61
2016
Q3
$885K Buy
65,085
+1,200
+2% +$17.3K 0.21% 56
2016
Q2
$904K Buy
63,885
+450
+0.7% +$6.82K 0.24% 45
2016
Q1
$972K Buy
+63,435
New +$834K 0.26% 47

Other funds holding TSLA

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

Mission Wealth Management increased its Tesla (TSLA) stake by 31% in Q2 2026, buying an estimated $15.1M and bringing the position to 159,971 shares worth $67.3M. The position accounts for 0.82% of the portfolio, ranked #21.

Mission Wealth Management first reported a position in TSLA in Q1 2016 and has held it in 42 quarters since. 4,272 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Mission Wealth Management held 159,971 shares of Tesla worth $67.3M as of Q2 2026.
  • Mission Wealth Management bought 38,079 Tesla shares in Q2 2026, an estimated $15.1M.
  • Tesla made up 0.82% of Mission Wealth Management's portfolio in Q2 2026, its #21 holding.
  • Mission Wealth Management first reported a position in Tesla in Q1 2016 and has held it in 42 quarters since.
  • 4,272 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.