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Callan Family Office’s Tesla TSLA Stock Holding History

Callan Family Office’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 		$41M Sell
97,519
-2,968
-3% -$1.18M 0.8% 20
2026
Q1 		$37.4M Sell
100,487
-1,635
-2% -$674K 0.85% 16
2025
Q4 		$45.9M Buy
102,122
+19,670
+24% +$8.72M 0.99% 17
2025
Q3 		$36.7M Buy
82,452
+6,885
+9% +$2.39M 1.17% 11
2025
Q2 		$24M Buy
75,567
+52,294
+225% +$15.8M 0.76% 19
2025
Q1 		$6.03M Sell
23,273
-10,117
-30% -$3.37M 0.45% 47
2024
Q4 		$13.5M Buy
33,390
+32,188
+2,678% +$10.4M 0.86% 22
2024
Q3 		$314K Buy
+1,202
New +$274K 0.05% 136

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 $3.37T AUM 44.26% 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

Callan Family Office's TSLA Position: Q2 2026 in Review

Callan Family Office reduced its Tesla (TSLA) stake by 3% in Q2 2026, selling an estimated $1.18M and leaving 97,519 shares worth $41M. The position accounts for 0.8% of the portfolio, ranked #20.

Callan Family Office first reported a position in TSLA in Q3 2024 and has held it in 8 quarters since. The position peaked at $45.9M in Q4 2025. 4,307 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Callan Family Office held 97,519 shares of Tesla worth $41M as of Q2 2026.
  • Callan Family Office sold 2,968 Tesla shares in Q2 2026, an estimated $1.18M.
  • Tesla made up 0.8% of Callan Family Office's portfolio in Q2 2026, its #20 holding.
  • Callan Family Office first reported a position in Tesla in Q3 2024 and has held it in 8 quarters since.
  • Callan Family Office's Tesla position peaked at $45.9M in Q4 2025.
  • 4,307 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.