Calton & Associates’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.94M | Sell |
4,605
-1,208
| -21% | -$480K | 0.28% | 80 |
|
|
2026
Q1 | $2.16M | Buy |
5,813
+236
| +4% | +$97.2K | 0.31% | 74 |
|
|
2025
Q4 | $2.51M | Buy |
5,577
+79
| +1% | +$35K | 0.37% | 60 |
|
|
2025
Q3 | $2.45M | Buy |
5,498
+176
| +3% | +$61K | 0.37% | 62 |
|
|
2025
Q2 | $1.69M | Buy |
5,322
+1,321
| +33% | +$398K | 0.29% | 71 |
|
|
2025
Q1 | $1.04M | Buy |
4,001
+2,987
| +295% | +$995K | 0.24% | 88 |
|
|
2024
Q4 | $409K | Sell |
1,014
-999
| -50% | -$321K | 0.18% | 121 |
|
|
2024
Q3 | $527K | Buy |
2,013
+584
| +41% | +$133K | 0.2% | 110 |
|
|
2024
Q2 | $283K | Buy |
1,429
+52
| +4% | +$9.09K | 0.14% | 140 |
|
|
2024
Q1 | $242K | Sell |
1,377
-3,247
| -70% | -$634K | 0.12% | 158 |
|
|
2023
Q4 | $1.15M | Buy |
4,624
+2,643
| +133% | +$628K | 0.46% | 51 |
|
|
2023
Q3 | $496K | Sell |
1,981
-1,679
| -46% | -$431K | 0.72% | 34 |
|
|
2023
Q2 | $958K | Buy |
3,660
+582
| +19% | +$116K | 0.45% | 62 |
|
|
2023
Q1 | $638K | Buy |
3,078
+612
| +25% | +$107K | 0.3% | 80 |
|
|
2022
Q4 | $304K | Sell |
2,466
-1,341
| -35% | -$254K | 0.12% | 192 |
|
|
2022
Q3 | $1.01M | Sell |
3,807
-444
| -10% | -$124K | 0.58% | 47 |
|
|
2022
Q2 | $954K | Sell |
4,251
-1,071
| -20% | -$292K | 0.53% | 47 |
|
|
2022
Q1 | $1.91M | Sell |
5,322
-378
| -7% | -$118K | 0.57% | 42 |
|
|
2021
Q4 | $2.01M | Sell |
5,700
-90
| -2% | -$30.2K | 0.54% | 43 |
|
|
2021
Q3 | $1.5M | Buy |
5,790
+33
| +0.6% | +$7.77K | 0.33% | 78 |
|
|
2021
Q2 | $1.3M | Sell |
5,757
-1,164
| -17% | -$253K | 0.25% | 87 |
|
|
2021
Q1 | $1.54M | Sell |
6,921
-1,074
| -13% | -$270K | 0.3% | 67 |
|
|
2020
Q4 | $1.88M | Sell |
7,995
-579
| -7% | -$98.8K | 0.34% | 59 |
|
|
2020
Q3 | $1.23M | Buy |
8,574
+1,629
| +23% | +$192K | 0.25% | 74 |
|
|
2020
Q2 | $501K | Buy |
+6,945
| New | +$376K | 0.11% | 148 |
|
|
2020
Q1 | – | Sell |
-9,630
| Closed | -$269K | – | 381 |
|
|
2019
Q4 | $269K | Buy |
+9,630
| New | +$209K | 0.05% | 283 |
|
|
2018
Q4 | – | Sell |
-12,555
| Closed | -$222K | – | 297 |
|
|
2018
Q3 | $222K | Buy |
+12,555
| New | +$261K | 0.07% | 249 |
|
|
2018
Q2 | – | Sell |
-11,565
| Closed | -$205K | – | 389 |
|
|
2018
Q1 | $205K | Buy |
11,565
+7,440
| +180% | +$164K | 0.06% | 322 |
|
|
2017
Q4 | $96K | Buy |
+4,125
| New | +$89.7K | 0.02% | 503 |
|
Other funds holding TSLA
Calton & Associates's TSLA Position: Q2 2026 in Review
Calton & Associates reduced its Tesla (TSLA) stake by 21% in Q2 2026, selling an estimated $480K and leaving 4,605 shares worth $1.94M. The position accounts for 0.28% of the portfolio, ranked #80.
Calton & Associates first reported a position in TSLA in Q4 2017 and has held it in 29 quarters since. The position peaked at $2.51M in Q4 2025. 4,282 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.
- Calton & Associates held 4,605 shares of Tesla worth $1.94M as of Q2 2026.
- Calton & Associates sold 1,208 Tesla shares in Q2 2026, an estimated $480K.
- Tesla made up 0.28% of Calton & Associates's portfolio in Q2 2026, its #80 holding.
- Calton & Associates first reported a position in Tesla in Q4 2017 and has held it in 29 quarters since.
- Calton & Associates's Tesla position peaked at $2.51M in Q4 2025.
- 4,282 funds tracked by Wall St. Rank held Tesla as of Q2 2026.
Based on Calton & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.