MF
TSLA icon

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
Q2 		$294K Buy
700
+5
+0.7% +$1.99K 0.06% 128
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 $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

Montis Financial's TSLA Position: Q2 2026 in Review

Montis Financial increased its Tesla (TSLA) stake by 0.72% in Q2 2026, buying an estimated $1.99K and bringing the position to 700 shares worth $294K. The position accounts for 0.06% of the portfolio, ranked #128.

Montis Financial first reported a position in TSLA in Q4 2020 and has held it in 23 quarters since. The position peaked at $994K in Q1 2022. 4,302 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Montis Financial held 700 shares of Tesla worth $294K as of Q2 2026.
  • Montis Financial bought 5 Tesla shares in Q2 2026, an estimated $1.99K.
  • Tesla made up 0.06% of Montis Financial's portfolio in Q2 2026, its #128 holding.
  • Montis Financial first reported a position in Tesla in Q4 2020 and has held it in 23 quarters since.
  • Montis Financial's Tesla position peaked at $994K in Q1 2022.
  • 4,302 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Montis Financial's 13F filing for Q2 2026, filed 6 Aug 2026.