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Morton Brown Family Wealth’s Tesla TSLA Stock Holding History

Morton Brown Family Wealth’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 		$66K Buy
157
+21
+15% +$8.35K 0.02% 113
2026
Q1 		$50.6K Hold
136
– – 0.01% 118
2025
Q4 		$61.2K Hold
136
– – 0.02% 105
2025
Q3 		$60.5K Hold
136
– – 0.02% 100
2025
Q2 		$43.2K Buy
136
+36
+36% +$10.8K 0.01% 115
2025
Q1 		$25.9K Hold
100
– – 0.01% 133
2024
Q4 		$40.4K Buy
100
+4
+4% +$1.29K 0.01% 113
2024
Q3 		$25.1K Hold
96
– – 0.01% 124
2024
Q2 		$23.9K Buy
96
+73
+317% +$12.8K 0.01% 122
2024
Q1 		$4.04K Buy
+23
New +$4.49K ﹤0.01% 179
2023
Q2 		– Sell
-17
Closed -$3.53K – 285
2023
Q1 		$3.53K Buy
+17
New +$2.97K ﹤0.01% 166

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

Morton Brown Family Wealth's TSLA Position: Q2 2026 in Review

Morton Brown Family Wealth increased its Tesla (TSLA) stake by 15% in Q2 2026, buying an estimated $8.35K and bringing the position to 157 shares worth $66K. The position accounts for 0.02% of the portfolio, ranked #113.

Morton Brown Family Wealth first reported a position in TSLA in Q1 2023 and has held it in 11 quarters since. 4,272 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Morton Brown Family Wealth held 157 shares of Tesla worth $66K as of Q2 2026.
  • Morton Brown Family Wealth bought 21 Tesla shares in Q2 2026, an estimated $8.35K.
  • Tesla made up 0.02% of Morton Brown Family Wealth's portfolio in Q2 2026, its #113 holding.
  • Morton Brown Family Wealth first reported a position in Tesla in Q1 2023 and has held it in 11 quarters since.
  • 4,272 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.