Caldwell Trust
TSLA icon

Caldwell Trust’s Tesla TSLA Stock Holding History

Caldwell Trust’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
Q3 		$228K Sell
642
-222
-26% -$79.4K 0.02% 323
2026
Q2 		$363K Sell
864
-450
-34% -$179K 0.03% 264
2026
Q1 		$488K Buy
1,314
+378
+40% +$156K 0.04% 235
2025
Q4 		$421K Sell
936
-2
-0.2% -$887 0.04% 246
2025
Q3 		$417K Sell
938
-1,086
-54% -$377K 0.04% 239
2025
Q2 		$643K Buy
2,024
+40
+2% +$12.1K 0.06% 198
2025
Q1 		$514K Hold
1,984
– – 0.06% 212
2024
Q4 		$801K Buy
1,984
+15
+0.8% +$4.83K 0.08% 178
2024
Q3 		$515K Sell
1,969
-94
-5% -$21.4K 0.05% 222
2024
Q2 		$408K Buy
2,063
+450
+28% +$78.6K 0.05% 235
2024
Q1 		$284K Sell
1,613
-132
-8% -$25.8K 0.03% 267
2023
Q4 		$434K Sell
1,745
-526
-23% -$125K 0.05% 223
2023
Q3 		$568K Sell
2,271
-224
-9% -$57.5K 0.08% 186
2023
Q2 		$653K Sell
2,495
-30
-1% -$6K 0.09% 177
2023
Q1 		$524K Sell
2,525
-11
-0.4% -$1.92K 0.07% 192
2022
Q4 		$312K Buy
2,536
+244
+11% +$46.2K 0.04% 233
2022
Q3 		$608K Buy
2,292
+129
+6% +$36K 0.09% 171
2022
Q2 		$486K Buy
2,163
+54
+3% +$14.7K 0.07% 193
2022
Q1 		$758K Buy
2,109
+12
+0.6% +$3.74K 0.09% 165
2021
Q4 		$739K Buy
2,097
+60
+3% +$20.1K 0.09% 167
2021
Q3 		$527K Buy
2,037
+81
+4% +$19.1K 0.07% 198
2021
Q2 		$443K Buy
1,956
+6
+0.3% +$1.3K 0.06% 203
2021
Q1 		$434K Buy
1,950
+6
+0.3% +$1.51K 0.06% 193
2020
Q4 		$457K Buy
1,944
+144
+8% +$24.6K 0.07% 182
2020
Q3 		$257K Hold
1,800
– – 0.04% 222
2020
Q2 		$130K Hold
1,800
– – 0.02% 294
2020
Q1 		$62.9K Buy
1,800
+450
+33% +$18.7K 0.01% 387
2019
Q4 		$37.6K Buy
+1,350
New +$29.3K 0.01% 498

Other funds holding TSLA

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Hyperion Asset Management
Hyperion Asset Management Brisbane, Australia $3.66B AUM 10.02% 1-Year Est. Return

Caldwell Trust's TSLA Position: Q3 2026 in Review

Caldwell Trust reduced its Tesla (TSLA) stake by 26% in Q3 2026, selling an estimated $79.4K and leaving 642 shares worth $228K. The position accounts for 0.02% of the portfolio, ranked #323.

Caldwell Trust first reported a position in TSLA in Q4 2019 and has held it in 28 quarters since. The position peaked at $801K in Q4 2024. 2,054 funds tracked by Wall St. Rank hold TSLA as of Q3 2026.

  • Caldwell Trust held 642 shares of Tesla worth $228K as of Q3 2026.
  • Caldwell Trust sold 222 Tesla shares in Q3 2026, an estimated $79.4K.
  • Tesla made up 0.02% of Caldwell Trust's portfolio in Q3 2026, its #323 holding.
  • Caldwell Trust first reported a position in Tesla in Q4 2019 and has held it in 28 quarters since.
  • Caldwell Trust's Tesla position peaked at $801K in Q4 2024.
  • 2,054 funds tracked by Wall St. Rank held Tesla as of Q3 2026.

Based on Caldwell Trust's 13F filing for Q3 2026, filed 30 Oct 2026.