MHWM
TSLA icon

Montz Harcus Wealth Management’s Tesla TSLA Stock Holding History

Montz Harcus Wealth Management’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 		$1.03M Buy
2,452
+86
+4% +$34.2K 0.37% 33
2026
Q1 		$880K Sell
2,366
-110
-4% -$45.3K 0.36% 34
2025
Q4 		$1.11M Buy
2,476
+4
+0.2% +$1.77K 0.45% 28
2025
Q3 		$1.1M Buy
2,472
+49
+2% +$17K 0.48% 26
2025
Q2 		$770K Buy
2,423
+209
+9% +$63K 0.37% 32
2025
Q1 		$574K Buy
2,214
+511
+30% +$170K 0.31% 36
2024
Q4 		$688K Sell
1,703
-243
-12% -$78.2K 0.38% 31
2024
Q3 		$509K Sell
1,946
-159
-8% -$36.3K 0.3% 37
2024
Q2 		$417K Buy
2,105
+15
+0.7% +$2.62K 0.27% 40
2024
Q1 		$367K Sell
2,090
-101
-5% -$19.7K 0.25% 40
2023
Q4 		$544K Buy
2,191
+11
+0.5% +$2.61K 0.42% 28
2023
Q3 		$545K Buy
2,180
+13
+0.6% +$3.34K 0.47% 26
2023
Q2 		$567K Hold
2,167
– – 0.47% 25
2023
Q1 		$450K Sell
2,167
-602
-22% -$105K 0.42% 29
2022
Q4 		$341K Hold
2,769
– – 0.34% 35
2022
Q3 		$734K Sell
2,769
-3
-0.1% -$838 0.81% 19
2022
Q2 		$622K Buy
2,772
+3
+0.1% +$819 0.66% 21
2022
Q1 		$995K Hold
2,769
– – 0.89% 18
2021
Q4 		$975K Buy
+2,769
New +$929K 0.85% 19

Other funds holding TSLA

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
HAM
Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
NAH
Neumann Advisory (HK) Central, Hong Kong $356M AUM 37.48% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Montz Harcus Wealth Management's TSLA Position: Q2 2026 in Review

Montz Harcus Wealth Management increased its Tesla (TSLA) stake by 3.6% in Q2 2026, buying an estimated $34.2K and bringing the position to 2,452 shares worth $1.03M. The position accounts for 0.37% of the portfolio, ranked #33.

Montz Harcus Wealth Management first reported a position in TSLA in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.11M in Q4 2025. 1,453 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Montz Harcus Wealth Management held 2,452 shares of Tesla worth $1.03M as of Q2 2026.
  • Montz Harcus Wealth Management bought 86 Tesla shares in Q2 2026, an estimated $34.2K.
  • Tesla made up 0.37% of Montz Harcus Wealth Management's portfolio in Q2 2026, its #33 holding.
  • Montz Harcus Wealth Management first reported a position in Tesla in Q4 2021 and has held it in 19 quarters since.
  • Montz Harcus Wealth Management's Tesla position peaked at $1.11M in Q4 2025.
  • 1,453 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Montz Harcus Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.