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Monograph Wealth Advisors’s Tesla TSLA Stock Holding History

Monograph Wealth 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
Q2 		$1.88M Sell
4,471
-100
-2% -$39.8K 0.15% 47
2026
Q1 		$1.7M Sell
4,571
-398
-8% -$164K 0.16% 46
2025
Q4 		$2.23M Sell
4,969
-1,987
-29% -$881K 0.22% 40
2025
Q3 		$3.09M Buy
6,956
+389
+6% +$135K 0.31% 34
2025
Q2 		$2.09M Buy
6,567
+2,414
+58% +$727K 0.26% 37
2025
Q1 		$1.08M Sell
4,153
-255
-6% -$85K 0.15% 49
2024
Q4 		$1.78M Buy
4,408
+421
+11% +$135K 0.24% 38
2024
Q3 		$1.04M Buy
3,987
+915
+30% +$209K 0.14% 49
2024
Q2 		$608K Hold
3,072
– – 0.09% 56
2024
Q1 		$540K Sell
3,072
-166
-5% -$32.4K 0.08% 91
2023
Q4 		$805K Sell
3,238
-44
-1% -$10.5K 0.14% 43
2023
Q3 		$821K Hold
3,282
– – 0.16% 54
2023
Q2 		$859K Hold
3,282
– – 0.18% 35
2023
Q1 		$681K Buy
3,282
+1,116
+52% +$195K 0.16% 38
2022
Q4 		$267K Buy
2,166
+60
+3% +$11.4K 0.07% 78
2022
Q3 		$559K Hold
2,106
– – 0.18% 38
2022
Q2 		$473K Sell
2,106
-669
-24% -$183K 0.14% 45
2022
Q1 		$997K Sell
2,775
-15
-0.5% -$4.67K 0.25% 30
2021
Q4 		$983K Buy
+2,790
New +$936K 0.25% 33

Other funds holding TSLA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Monograph Wealth Advisors's TSLA Position: Q2 2026 in Review

Monograph Wealth Advisors reduced its Tesla (TSLA) stake by 2.2% in Q2 2026, selling an estimated $39.8K and leaving 4,471 shares worth $1.88M. The position accounts for 0.15% of the portfolio, ranked #47.

Monograph Wealth Advisors first reported a position in TSLA in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.09M in Q3 2025. 4,302 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Monograph Wealth Advisors held 4,471 shares of Tesla worth $1.88M as of Q2 2026.
  • Monograph Wealth Advisors sold 100 Tesla shares in Q2 2026, an estimated $39.8K.
  • Tesla made up 0.15% of Monograph Wealth Advisors's portfolio in Q2 2026, its #47 holding.
  • Monograph Wealth Advisors first reported a position in Tesla in Q4 2021 and has held it in 19 quarters since.
  • Monograph Wealth Advisors's Tesla position peaked at $3.09M in Q3 2025.
  • 4,302 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Monograph Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.