Monograph Wealth Advisors
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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
Q3 		$1.86M Buy
5,245
+774
+17% +$277K 0.14% 48
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Monograph Wealth Advisors's TSLA Position: Q3 2026 in Review

Monograph Wealth Advisors increased its Tesla (TSLA) stake by 17% in Q3 2026, buying an estimated $277K and bringing the position to 5,245 shares worth $1.86M. The position accounts for 0.14% of the portfolio, ranked #48.

Monograph Wealth Advisors first reported a position in TSLA in Q4 2021 and has held it in 20 quarters since. The position peaked at $3.09M in Q3 2025. 2,848 funds tracked by Wall St. Rank hold TSLA as of Q3 2026.

  • Monograph Wealth Advisors held 5,245 shares of Tesla worth $1.86M as of Q3 2026.
  • Monograph Wealth Advisors bought 774 Tesla shares in Q3 2026, an estimated $277K.
  • Tesla made up 0.14% of Monograph Wealth Advisors's portfolio in Q3 2026, its #48 holding.
  • Monograph Wealth Advisors first reported a position in Tesla in Q4 2021 and has held it in 20 quarters since.
  • Monograph Wealth Advisors's Tesla position peaked at $3.09M in Q3 2025.
  • 2,848 funds tracked by Wall St. Rank held Tesla as of Q3 2026.

Based on Monograph Wealth Advisors's 13F filing for Q3 2026, filed 9 Nov 2026.