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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Monograph Wealth Advisors's TSLA Position: Q1 2026 in Review

Monograph Wealth Advisors reduced its Tesla (TSLA) stake by 8% in Q1 2026, selling an estimated $164K and leaving 4,571 shares worth $1.7M. The position accounts for 0.16% of the portfolio, ranked #46.

Monograph Wealth Advisors first reported a position in TSLA in Q4 2021 and has held it in 18 quarters since. The position peaked at $3.09M in Q3 2025. 4,175 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

Monograph Wealth Advisors held 4,571 shares of Tesla worth $1.7M as of Q1 2026.
Monograph Wealth Advisors sold 398 Tesla shares in Q1 2026, an estimated $164K.
Tesla made up 0.16% of Monograph Wealth Advisors's portfolio in Q1 2026, its #46 holding.
Monograph Wealth Advisors first reported a position in Tesla in Q4 2021 and has held it in 18 quarters since.
Monograph Wealth Advisors's Tesla position peaked at $3.09M in Q3 2025.
4,175 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Monograph Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.