Modera Wealth Management, LLC

Position in TSLA — Tesla, Inc.

CIK 1542143 WESTWOOD, NJ

Position in TSLA

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$5,152,350

+$575,364 QoQ

Shares Held

12,250

-0.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#1,180

of 4,258 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Modera Wealth Management, LLC holds $5,678,887 across 3 Auto Manufacturers names. TSLA ranks #1 (90.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TSLA	Tesla, Inc. This page	12,250	$5,152,350
2	GM	General Motors Co	3,496	$269,471
3	F	Ford Motor Co	18,494	$257,066

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,152,350	12,250	-0.5%	Shares	Sole	2026-08-03
2026-03-31	$4,576,986	12,312	-12.1%	Shares	Sole	2026-05-06
2025-12-31	$6,300,127	14,009	-3.5%	Shares	Sole	2026-01-21
2025-09-30	$6,453,331	14,511	-1.6%	Shares	Sole	2025-10-31
2025-06-30	$4,683,261	14,743	+6.8%	Shares	Sole	2025-08-06
2025-03-31	$3,577,703	13,805	-4.1%	Shares	Sole	2025-05-08
2024-12-31	$5,814,488	14,398	+21.4%	Shares	Sole	2025-02-06
2024-09-30	$3,102,670	11,859	-2.4%	Shares	Sole	2024-10-24
2024-06-30	$2,405,429	12,156	+0.8%	Shares	Sole	2024-07-29
2024-03-31	$2,118,972	12,054	-0.4%	Shares	Sole	2024-05-14
2023-12-31	$3,007,104	12,102	-4.3%	Shares	Sole	2024-02-14
2023-09-30	$3,165,533	12,651	+0.6%	Shares	Sole	2023-11-30
2023-06-30	$3,292,281	12,577	+105.0%	Shares	Sole	2023-08-07
2023-03-31	$1,272,974	6,136	+128.8%	Shares	Sole	2023-05-05
2022-12-31	$330,368	2,682	-13.1%	Shares	Sole	2023-02-07
2022-09-30	$818,826	3,087	+200.9%	Shares	Sole	2022-11-01
2022-06-30	$690,928	1,026	+9.7%	Shares	Sole	2022-07-27
2022-03-31	$1,007,556	935	-46.9%	Shares	Sole	2022-05-03
2021-12-31	$1,860,989	1,761	+77.0%	Shares	Sole	2022-02-04
2021-09-30	$771,602	995	-4.2%	Shares	Sole	2021-11-04
2021-06-30	$706,208	1,039	-6.1%	Shares	Sole	2021-08-02
2021-03-31	$738,730	1,106	+0.2%	Shares	Sole	2021-04-29
2020-12-31	$779,059	1,104	—	Shares	Sole	2021-02-11
No filing history on record for this holder in this stock.