Mount Vernon Associates
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Mount Vernon Associates’s Tesla TSLA Stock Holding History

Mount Vernon Associates’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
Q3 		$2.04M Buy
5,745
+100
+2% +$35.8K 1.36% 21
2026
Q2 		$2.37M Hold
5,645
– – 1.55% 20
2026
Q1 		$2.1M Hold
5,645
– – 1.48% 21
2025
Q4 		$2.54M Sell
5,645
-43
-0.8% -$19.1K 1.71% 18
2025
Q3 		$2.53M Buy
5,688
+18
+0.3% +$6.24K 1.77% 17
2025
Q2 		$1.8M Sell
5,670
-250
-4% -$75.3K 1.3% 23
2025
Q1 		$1.53M Sell
5,920
-1,385
-19% -$462K 1.25% 24
2024
Q4 		$2.95M Buy
7,305
+25
+0.3% +$8.04K 2.3% 13
2024
Q3 		$1.9M Sell
7,280
-20
-0.3% -$4.56K 1.51% 23
2024
Q2 		$1.44M Buy
7,300
+100
+1% +$17.5K 1.28% 22
2024
Q1 		$1.27M Buy
7,200
+260
+4% +$50.8K 1.07% 26
2023
Q4 		$1.72M Buy
6,940
+350
+5% +$83.2K 1.69% 20
2023
Q3 		$1.65M Buy
6,590
+600
+10% +$154K 1.82% 17
2023
Q2 		$1.57M Buy
5,990
+10
+0.2% +$2K 1.67% 22
2023
Q1 		$1.24M Sell
5,980
-50
-0.8% -$8.72K 1.47% 23
2022
Q4 		$743K Buy
6,030
+1,825
+43% +$346K 0.95% 28
2022
Q3 		$1.12M Buy
4,205
+5
+0.1% +$1.4K 1.45% 24
2022
Q2 		$943K Hold
4,200
– – 1.15% 26
2022
Q1 		$1.51M Buy
4,200
+1,050
+33% +$327K 1.46% 24
2021
Q4 		$1.11M Hold
3,150
– – 0.96% 28
2021
Q3 		$814K Hold
3,150
– – 0.75% 31
2021
Q2 		$714K Hold
3,150
– – 0.65% 33
2021
Q1 		$701K Hold
3,150
– – 0.69% 33
2020
Q4 		$741K Hold
3,150
– – 0.78% 30
2020
Q3 		$450K Buy
3,150
+150
+5% +$17.7K 0.54% 33
2020
Q2 		$216K Buy
+3,000
New +$162K 0.28% 45

Other funds holding TSLA

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Mount Vernon Associates's TSLA Position: Q3 2026 in Review

Mount Vernon Associates increased its Tesla (TSLA) stake by 1.8% in Q3 2026, buying an estimated $35.8K and bringing the position to 5,745 shares worth $2.04M. The position accounts for 1.36% of the portfolio, ranked #21.

Mount Vernon Associates first reported a position in TSLA in Q2 2020 and has held it in 26 quarters since. The position peaked at $2.95M in Q4 2024. 2,608 funds tracked by Wall St. Rank hold TSLA as of Q3 2026.

  • Mount Vernon Associates held 5,745 shares of Tesla worth $2.04M as of Q3 2026.
  • Mount Vernon Associates bought 100 Tesla shares in Q3 2026, an estimated $35.8K.
  • Tesla made up 1.36% of Mount Vernon Associates's portfolio in Q3 2026, its #21 holding.
  • Mount Vernon Associates first reported a position in Tesla in Q2 2020 and has held it in 26 quarters since.
  • Mount Vernon Associates's Tesla position peaked at $2.95M in Q4 2024.
  • 2,608 funds tracked by Wall St. Rank held Tesla as of Q3 2026.

Based on Mount Vernon Associates's 13F filing for Q3 2026, filed 26 Oct 2026.