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Tesla Motors shares owned by Monticello Wealth Management

Quarter-by-quarter ownership of Tesla Motors (TSLA) shares owned by Monticello Wealth Management from 13F filings

Historical chart of Monticello Wealth Management investment in Tesla Motors

Tip: Access up to 7 years of quarterly data

All positions including Tesla Motors held by Monticello Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Tesla Motors by Monticello Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $594k 1.3k 444.72
2025-06-30 $370k 1.2k 317.66
2025-03-31 $439k 1.7k 259.16
2024-12-31 $206k 511 403.84
2023-06-30 $672k 2.6k 261.77

More positions owned by Monticello Wealth Management

Spdr Series Trust Portfolio S&p500 (SPLG)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Victory Portfolios Ii Core Intrmediate (UBND)
J P Morgan Exchange Traded F Municipal Etf (JMUB)
Dimensional Etf Trust Us Equity Market (DFUS)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust Portfolio S&p400 (SPMD)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Msci Usa Mmentm (MTUM)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)
Ishares Tr Core S&p Ttl Stk (ITOT)
Goldman Sachs Etf Tr Activebeta Int (GSIE)

View all positions for Monticello Wealth Management

Top funds holding Tesla Motors

Vanguard Group
BlackRock
State Street Corporation
Susquehanna International
Jane Street
Citadel Advisors
Geode Capital Management
Jpmorgan Chase & Co
Capital World Investors
Morgan Stanley
Goldman Sachs Group
FMR
Northern Trust
Barclays
Belvedere Trading

View all funds holding Tesla Motors