MWM
TSLA icon

Modera Wealth Management’s Tesla TSLA Stock Holding History

Modera 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 		$5.15M Sell
12,250
-62
-0.5% -$24.7K 0.06% 181
2026
Q1 		$4.58M Sell
12,312
-1,697
-12% -$699K 0.05% 187
2025
Q4 		$6.3M Sell
14,009
-502
-3% -$223K 0.07% 166
2025
Q3 		$6.45M Sell
14,511
-232
-2% -$80.5K 0.07% 164
2025
Q2 		$4.68M Buy
14,743
+938
+7% +$283K 0.06% 189
2025
Q1 		$3.58M Sell
13,805
-593
-4% -$198K 0.05% 203
2024
Q4 		$5.81M Buy
14,398
+2,539
+21% +$817K 0.07% 165
2024
Q3 		$3.1M Sell
11,859
-297
-2% -$67.7K 0.04% 202
2024
Q2 		$2.41M Buy
12,156
+102
+0.8% +$17.8K 0.04% 205
2024
Q1 		$2.12M Sell
12,054
-48
-0.4% -$9.38K 0.03% 219
2023
Q4 		$3.01M Sell
12,102
-549
-4% -$130K 0.05% 192
2023
Q3 		$3.17M Buy
12,651
+74
+0.6% +$19K 0.06% 181
2023
Q2 		$3.29M Buy
12,577
+6,441
+105% +$1.29M 0.06% 186
2023
Q1 		$1.27M Buy
6,136
+3,454
+129% +$603K 0.05% 132
2022
Q4 		$330K Sell
2,682
-405
-13% -$76.7K 0.01% 269
2022
Q3 		$819K Buy
3,087
+9
+0.3% +$2.51K 0.04% 148
2022
Q2 		$691K Buy
3,078
+273
+10% +$74.5K 0.03% 167
2022
Q1 		$1.01M Sell
2,805
-2,478
-47% -$772K 0.04% 154
2021
Q4 		$1.86M Buy
5,283
+2,298
+77% +$771K 0.07% 124
2021
Q3 		$772K Sell
2,985
-132
-4% -$31.1K 0.04% 124
2021
Q2 		$706K Sell
3,117
-201
-6% -$43.6K 0.04% 125
2021
Q1 		$739K Buy
3,318
+6
+0.2% +$1.51K 0.05% 116
2020
Q4 		$779K Buy
+3,312
New +$565K 0.06% 114

Other funds holding TSLA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 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

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

Modera Wealth Management reduced its Tesla (TSLA) stake by 0.5% in Q2 2026, selling an estimated $24.7K and leaving 12,250 shares worth $5.15M. The position accounts for 0.06% of the portfolio, ranked #181.

Modera Wealth Management first reported a position in TSLA in Q4 2020 and has held it in 23 quarters since. The position peaked at $6.45M in Q3 2025. 2,843 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Modera Wealth Management held 12,250 shares of Tesla worth $5.15M as of Q2 2026.
  • Modera Wealth Management sold 62 Tesla shares in Q2 2026, an estimated $24.7K.
  • Tesla made up 0.06% of Modera Wealth Management's portfolio in Q2 2026, its #181 holding.
  • Modera Wealth Management first reported a position in Tesla in Q4 2020 and has held it in 23 quarters since.
  • Modera Wealth Management's Tesla position peaked at $6.45M in Q3 2025.
  • 2,843 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.