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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
2025
Q3 		– Hold
0
– -$4M – 403
2025
Q2 		– Hold
0
– – – 3

Other funds holding TSLA

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 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

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. 2,656 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.
  • 2,656 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.