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Moneta Group Investment Advisors’s Tesla TSLA Stock Holding History

Moneta Group Investment Advisors’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
Q1 		$14.4M Buy
38,735
+501
+1% +$206K 0.11% 94
2025
Q4 		$17.2M Sell
38,234
-2,399
-6% -$1.06M 0.13% 80
2025
Q3 		$18.1M Sell
40,633
-22,064
-35% -$7.65M 0.14% 76
2025
Q2 		$13M Buy
62,697
+31,867
+103% +$9.6M 0.16% 80
2025
Q1 		$7.99M Buy
30,830
+3,778
+14% +$1.26M 0.11% 106
2024
Q4 		$10.9M Buy
27,052
+217
+0.8% +$69.8K 0.15% 87
2024
Q3 		$7.02M Sell
26,835
-148
-0.5% -$33.8K 0.1% 110
2024
Q2 		$5.34M Sell
26,983
-238
-0.9% -$41.6K 0.09% 118
2024
Q1 		$4.79M Buy
27,221
+6,792
+33% +$1.33M 0.08% 127
2023
Q4 		$5.08M Buy
20,429
+445
+2% +$106K 0.1% 106
2023
Q3 		$5M Buy
19,984
+816
+4% +$210K 0.11% 100
2023
Q2 		$5.02M Buy
19,168
+48
+0.3% +$9.6K 0.11% 101
2023
Q1 		$3.97M Buy
19,120
+9,414
+97% +$1.64M 0.1% 113
2022
Q4 		$1.68M Sell
9,706
-5,193
-35% -$983K 0.05% 163
2022
Q3 		$3.95M Sell
14,899
-1,937
-12% -$541K 0.15% 98
2022
Q2 		$3.85M Buy
16,836
+1,251
+8% +$341K 0.13% 106
2022
Q1 		$5.6M Sell
15,585
-570
-4% -$178K 0.22% 79
2021
Q4 		$5.69M Buy
16,155
+426
+3% +$143K 0.23% 75
2021
Q3 		$4.07M Sell
15,729
-318
-2% -$74.8K 0.19% 84
2021
Q2 		$3.64M Sell
16,047
-483
-3% -$105K 0.17% 100
2021
Q1 		$3.68M Buy
16,530
+9,531
+136% +$2.39M 0.19% 87
2020
Q4 		$1.65M Buy
6,999
+705
+11% +$120K 0.12% 111
2020
Q3 		$900K Buy
6,294
+849
+16% +$100K 0.08% 127
2020
Q2 		$392K Buy
+5,445
New +$295K 0.04% 187
2018
Q3 		– Sell
-3,810
Closed -$87K – 365
2018
Q2 		$87K Buy
3,810
+2,085
+121% +$42.4K 0.01% 291
2018
Q1 		$31K Hold
1,725
– – ﹤0.01% 358
2017
Q4 		$36K Buy
+1,725
New +$37.5K 0.01% 291
2015
Q4 		– Sell
-300
Closed -$5K – 391
2015
Q3 		$5K Buy
+300
New +$5.1K ﹤0.01% 484

Other funds holding TSLA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Moneta Group Investment Advisors's TSLA Position: Q1 2026 in Review

Moneta Group Investment Advisors increased its Tesla (TSLA) stake by 1.3% in Q1 2026, buying an estimated $206K and bringing the position to 38,735 shares worth $14.4M. The position accounts for 0.11% of the portfolio, ranked #94.

Moneta Group Investment Advisors first reported a position in TSLA in Q3 2015 and has held it in 28 quarters since. The position peaked at $18.1M in Q3 2025. 4,176 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

  • Moneta Group Investment Advisors held 38,735 shares of Tesla worth $14.4M as of Q1 2026.
  • Moneta Group Investment Advisors bought 501 Tesla shares in Q1 2026, an estimated $206K.
  • Tesla made up 0.11% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #94 holding.
  • Moneta Group Investment Advisors first reported a position in Tesla in Q3 2015 and has held it in 28 quarters since.
  • Moneta Group Investment Advisors's Tesla position peaked at $18.1M in Q3 2025.
  • 4,176 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.