MF
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Montis Financial’s Tesla TSLA Stock Holding History

Montis Financial’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 		$258K Buy
695
+58
+9% +$23.9K 0.05% 134
2025
Q4 		$286K Sell
637
-293
-32% -$130K 0.06% 128
2025
Q3 		$414K Buy
930
+130
+16% +$45.1K 0.1% 114
2025
Q2 		$254K Sell
800
-145
-15% -$43.7K 0.07% 117
2025
Q1 		$245K Sell
945
-191
-17% -$63.7K 0.07% 124
2024
Q4 		$459K Buy
1,136
+127
+13% +$40.9K 0.14% 94
2024
Q3 		$264K Sell
1,009
-10
-1% -$2.28K 0.09% 94
2024
Q2 		$202K Sell
1,019
-922
-48% -$161K 0.09% 80
2024
Q1 		$341K Sell
1,941
-476
-20% -$93K 0.16% 60
2023
Q4 		$601K Buy
2,417
+965
+66% +$229K 0.36% 33
2023
Q3 		$363K Sell
1,452
-570
-28% -$146K 0.24% 41
2023
Q2 		$529K Buy
2,022
+25
+1% +$5K 0.35% 30
2023
Q1 		$414K Sell
1,997
-804
-29% -$140K 0.32% 34
2022
Q4 		$345K Sell
2,801
-198
-7% -$37.5K 0.29% 36
2022
Q3 		$795K Buy
2,999
+254
+9% +$70.9K 0.77% 20
2022
Q2 		$616K Sell
2,745
-21
-0.8% -$5.73K 0.58% 26
2022
Q1 		$994K Hold
2,766
– – 0.78% 20
2021
Q4 		$974K Hold
2,766
– – 0.71% 19
2021
Q3 		$721K Buy
2,766
+21
+0.8% +$4.94K 0.61% 21
2021
Q2 		$622K Hold
2,745
– – 0.52% 28
2021
Q1 		$606K Sell
2,745
-396
-13% -$99.4K 0.56% 26
2020
Q4 		$905K Buy
+3,141
New +$536K 0.9% 18

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

Montis Financial's TSLA Position: Q1 2026 in Review

Montis Financial increased its Tesla (TSLA) stake by 9.1% in Q1 2026, buying an estimated $23.9K and bringing the position to 695 shares worth $258K. The position accounts for 0.05% of the portfolio, ranked #134.

Montis Financial first reported a position in TSLA in Q4 2020 and has held it in 22 quarters since. The position peaked at $994K in Q1 2022. 4,175 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

  • Montis Financial held 695 shares of Tesla worth $258K as of Q1 2026.
  • Montis Financial bought 58 Tesla shares in Q1 2026, an estimated $23.9K.
  • Tesla made up 0.05% of Montis Financial's portfolio in Q1 2026, its #134 holding.
  • Montis Financial first reported a position in Tesla in Q4 2020 and has held it in 22 quarters since.
  • Montis Financial's Tesla position peaked at $994K in Q1 2022.
  • 4,175 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Montis Financial's 13F filing for Q1 2026, filed 11 May 2026.