MSWM
TSLA icon

Mowery & Schoenfeld Wealth Management’s Tesla TSLA Stock Holding History

Mowery & Schoenfeld 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 		$519K Hold
1,233
– – 0.71% 29
2026
Q1 		$458K Sell
1,233
-56
-4% -$23.1K 0.7% 29
2025
Q4 		$580K Buy
1,289
+56
+5% +$24.8K 0.84% 25
2025
Q3 		$548K Sell
1,233
-33,812
-96% -$11.7M 0.94% 20
2025
Q2 		$11.1M Buy
35,045
+33,716
+2,537% +$10.2M 16.9% 1
2025
Q1 		$344K Buy
1,329
+250
+23% +$83.3K 0.67% 32
2024
Q4 		$436K Sell
1,079
-69
-6% -$22.2K 0.85% 27
2024
Q3 		$300K Sell
1,148
-17
-1% -$3.88K 0.47% 30
2024
Q2 		$231K Buy
1,165
+283
+32% +$49.5K 0.33% 33
2024
Q1 		$155K Sell
882
-19
-2% -$3.71K 0.3% 38
2023
Q4 		$224K Buy
+901
New +$214K 0.45% 32

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 $3.38T AUM 44.17% 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

Mowery & Schoenfeld Wealth Management's TSLA Position: Q2 2026 in Review

Mowery & Schoenfeld Wealth Management held its Tesla (TSLA) position steady in Q2 2026 at 1,233 shares worth $519K. The position accounts for 0.71% of the portfolio, ranked #29.

Mowery & Schoenfeld Wealth Management first reported a position in TSLA in Q4 2023 and has held it in 11 quarters since. The position peaked at $11.1M in Q2 2025. 4,317 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Mowery & Schoenfeld Wealth Management held 1,233 shares of Tesla worth $519K as of Q2 2026.
  • Mowery & Schoenfeld Wealth Management left its Tesla share count unchanged in Q2 2026.
  • Tesla made up 0.71% of Mowery & Schoenfeld Wealth Management's portfolio in Q2 2026, its #29 holding.
  • Mowery & Schoenfeld Wealth Management first reported a position in Tesla in Q4 2023 and has held it in 11 quarters since.
  • Mowery & Schoenfeld Wealth Management's Tesla position peaked at $11.1M in Q2 2025.
  • 4,317 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.