Mountain Capital Investment Advisors’s Tesla TSLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$7.2M Sell
17,130
-302
-2% -$120K 1.03% 11
2026
Q1
$6.6M Buy
17,432
+3,124
+22% +$1.29M 0.98% 11
2025
Q4
$6.42M Sell
14,308
-774
-5% -$343K 1.04% 10
2025
Q3
$6.93M Buy
15,082
+598
+4% +$207K 1.22% 10
2025
Q2
$4.36M Sell
14,484
-868
-6% -$262K 0.84% 11
2025
Q1
$3.98M Sell
15,352
-16,580
-52% -$5.53M 0.85% 12
2024
Q4
$13.6M Sell
31,932
-57
-0.2% -$18.3K 2.82% 8
2024
Q3
$10.5M Buy
31,989
+141
+0.4% +$32.2K 2.3% 8
2024
Q2
$8.05M Buy
31,848
+679
+2% +$119K 2% 7
2024
Q1
$5.51M Sell
31,169
-1,535
-5% -$300K 1.55% 7
2023
Q4
$7.86M Sell
32,704
-570
-2% -$135K 2.66% 7
2023
Q3
$7.14M Buy
33,274
+336
+1% +$86.3K 2.68% 6
2023
Q2
$8.86M Sell
32,938
-6,738
-17% -$1.35M 3.35% 6
2023
Q1
$7.38M Sell
39,676
-32
-0.1% -$5.58K 3.25% 6
2022
Q4
$4.72M Buy
39,708
+36,993
+1,363% +$7M 2.15% 8
2022
Q3
$603K Sell
2,715
-81
-3% -$22.6K 0.32% 71
2022
Q2
$684K Buy
2,796
+105
+4% +$28.7K 0.34% 63
2022
Q1
$875K Buy
2,691
+816
+44% +$254K 0.41% 71
2021
Q4
$666K Buy
1,875
+297
+19% +$99.6K 0.3% 96
2021
Q3
$413K Buy
1,578
+3
+0.2% +$706 0.22% 110
2021
Q2
$343K Buy
1,575
+123
+8% +$26.7K 0.16% 112
2021
Q1
$369K Buy
1,452
+18
+1% +$4.52K 0.19% 131
2020
Q4
$388K Sell
1,434
-3
-0.2% -$512 0.23% 113
2020
Q3
$212K Buy
+1,437
New +$170K 0.14% 96
2017
Q4
Sell
-1,650
Closed -$38K 391
2017
Q3
$38K Hold
1,650
0.03% 140
2017
Q2
$40K Buy
+1,650
New +$36.3K 0.04% 148

Other funds holding TSLA

Mountain Capital Investment Advisors's TSLA Position: Q2 2026 in Review

Mountain Capital Investment Advisors reduced its Tesla (TSLA) stake by 1.7% in Q2 2026, selling an estimated $120K and leaving 17,130 shares worth $7.2M. The position accounts for 1.03% of the portfolio, ranked #11.

Mountain Capital Investment Advisors first reported a position in TSLA in Q2 2017 and has held it in 26 quarters since. The position peaked at $13.6M in Q4 2024. 1,453 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Mountain Capital Investment Advisors held 17,130 shares of Tesla worth $7.2M as of Q2 2026.
  • Mountain Capital Investment Advisors sold 302 Tesla shares in Q2 2026, an estimated $120K.
  • Tesla made up 1.03% of Mountain Capital Investment Advisors's portfolio in Q2 2026, its #11 holding.
  • Mountain Capital Investment Advisors first reported a position in Tesla in Q2 2017 and has held it in 26 quarters since.
  • Mountain Capital Investment Advisors's Tesla position peaked at $13.6M in Q4 2024.
  • 1,453 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Mountain Capital Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.