MFG
TSLA icon

Monte Financial Group’s Tesla TSLA Stock Holding History

Monte Financial Group’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 		$642K Buy
1,727
+83
+5% +$34.2K 0.23% 80
2025
Q4 		$739K Hold
1,644
– – 0.28% 74
2025
Q3 		$731K Buy
1,644
+25
+2% +$8.67K 0.27% 70
2025
Q2 		$514K Sell
1,619
-10
-0.6% -$3.01K 0.2% 75
2025
Q1 		$393K Buy
1,629
+10
+0.6% +$3.33K 0.17% 73
2024
Q4 		$654K Sell
1,619
-87
-5% -$28K 0.28% 67
2024
Q3 		$446K Buy
1,706
+6
+0.4% +$1.37K 0.19% 74
2024
Q2 		$336K Buy
1,700
+124
+8% +$21.7K 0.15% 75
2024
Q1 		$277K Buy
1,576
+50
+3% +$9.77K 0.12% 77
2023
Q4 		$379K Buy
1,526
+50
+3% +$11.9K 0.18% 71
2023
Q3 		$369K Hold
1,476
– – 0.19% 71
2023
Q2 		$386K Hold
1,476
– – 0.19% 70
2023
Q1 		$306K Sell
1,476
-570
-28% -$99.4K 0.16% 73
2022
Q4 		$252K Sell
2,046
-30
-1% -$5.68K 0.13% 77
2022
Q3 		$551K Hold
2,076
– – 0.34% 61
2022
Q2 		$466K Buy
2,076
+6
+0.3% +$1.64K 0.27% 69
2022
Q1 		$744K Hold
2,070
– – 0.4% 49
2021
Q4 		$729K Buy
+2,070
New +$694K 0.38% 52
2020
Q2 		– Sell
-8,820
Closed -$308K – 70
2020
Q1 		$308K Buy
+8,820
New +$366K 0.3% 59

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

Monte Financial Group's TSLA Position: Q1 2026 in Review

Monte Financial Group increased its Tesla (TSLA) stake by 5% in Q1 2026, buying an estimated $34.2K and bringing the position to 1,727 shares worth $642K. The position accounts for 0.23% of the portfolio, ranked #80.

Monte Financial Group first reported a position in TSLA in Q1 2020 and has held it in 19 quarters since. The position peaked at $744K in Q1 2022. 4,175 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

  • Monte Financial Group held 1,727 shares of Tesla worth $642K as of Q1 2026.
  • Monte Financial Group bought 83 Tesla shares in Q1 2026, an estimated $34.2K.
  • Tesla made up 0.23% of Monte Financial Group's portfolio in Q1 2026, its #80 holding.
  • Monte Financial Group first reported a position in Tesla in Q1 2020 and has held it in 19 quarters since.
  • Monte Financial Group's Tesla position peaked at $744K in Q1 2022.
  • 4,175 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Monte Financial Group's 13F filing for Q1 2026, filed 14 May 2026.