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Mogy Joel R Investment Counsel’s Tesla TSLA Stock Holding History

Mogy Joel R Investment Counsel’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 		$236K Sell
560
-175
-24% -$69.6K 0.01% 100
2026
Q1 		$273K Sell
735
-40
-5% -$16.5K 0.02% 88
2025
Q4 		$349K Hold
775
– – 0.02% 85
2025
Q3 		$345K Sell
775
-75
-9% -$26K 0.02% 87
2025
Q2 		$270K Hold
850
– – 0.02% 88
2025
Q1 		$220K Sell
850
-4,145
-83% -$1.38M 0.01% 91
2024
Q4 		$2.02M Sell
4,995
-4,367
-47% -$1.41M 0.12% 51
2024
Q3 		$2.45M Sell
9,362
-500
-5% -$114K 0.15% 48
2024
Q2 		$1.95M Buy
9,862
+450
+5% +$78.6K 0.12% 51
2024
Q1 		$1.65M Buy
9,412
+210
+2% +$41K 0.11% 53
2023
Q4 		$2.29M Sell
9,202
-350
-4% -$83.2K 0.17% 50
2023
Q3 		$2.39M Hold
9,552
– – 0.2% 49
2023
Q2 		$2.5M Buy
9,552
+300
+3% +$60K 0.2% 48
2023
Q1 		$1.92M Hold
9,252
– – 0.17% 54
2022
Q4 		$1.14M Hold
9,252
– – 0.11% 66
2022
Q3 		$2.45M Sell
9,252
-24
-0.3% -$6.7K 0.26% 48
2022
Q2 		$2.08M Buy
9,276
+75
+0.8% +$20.5K 0.21% 51
2022
Q1 		$3.31M Buy
9,201
+120
+1% +$37.4K 0.26% 46
2021
Q4 		$3.2M Buy
9,081
+69
+0.8% +$23.1K 0.23% 50
2021
Q3 		$2.33M Hold
9,012
– – 0.19% 51
2021
Q2 		$2.04M Buy
9,012
+4,092
+83% +$888K 0.17% 57
2021
Q1 		$1.09M Hold
4,920
– – 0.11% 74
2020
Q4 		$1.16M Hold
4,920
– – 0.11% 70
2020
Q3 		$704K Sell
4,920
-1,275
-21% -$151K 0.08% 79
2020
Q2 		$446K Hold
6,195
– – 0.05% 86
2020
Q1 		$216K Buy
+6,195
New +$257K 0.03% 100
2018
Q3 		– Sell
-8,775
Closed -$201K – 123
2018
Q2 		$201K Buy
+8,775
New +$178K 0.03% 121
2017
Q3 		– Sell
-8,775
Closed -$212K – 125
2017
Q2 		$212K Buy
+8,775
New +$193K 0.04% 122

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
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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mogy Joel R Investment Counsel's TSLA Position: Q2 2026 in Review

Mogy Joel R Investment Counsel reduced its Tesla (TSLA) stake by 24% in Q2 2026, selling an estimated $69.6K and leaving 560 shares worth $236K. The position accounts for 0.01% of the portfolio, ranked #100.

Mogy Joel R Investment Counsel first reported a position in TSLA in Q2 2017 and has held it in 28 quarters since. The position peaked at $3.31M in Q1 2022. 2,625 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Mogy Joel R Investment Counsel held 560 shares of Tesla worth $236K as of Q2 2026.
  • Mogy Joel R Investment Counsel sold 175 Tesla shares in Q2 2026, an estimated $69.6K.
  • Tesla made up 0.01% of Mogy Joel R Investment Counsel's portfolio in Q2 2026, its #100 holding.
  • Mogy Joel R Investment Counsel first reported a position in Tesla in Q2 2017 and has held it in 28 quarters since.
  • Mogy Joel R Investment Counsel's Tesla position peaked at $3.31M in Q1 2022.
  • 2,625 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Mogy Joel R Investment Counsel's 13F filing for Q2 2026, filed 14 Jul 2026.