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Cape Investment Advisory’s Tesla TSLA Stock Holding History

Cape Investment Advisory’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 		$558K Buy
1,326
+118
+10% +$46.9K 0.15% 115
2026
Q1 		$449K Buy
1,208
+110
+10% +$45.3K 0.15% 132
2025
Q4 		$494K Buy
1,098
+604
+122% +$268K 0.15% 114
2025
Q3 		$220K Sell
494
-522
-51% -$181K 0.22% 108
2025
Q2 		$323K Buy
1,016
+15
+1% +$4.52K 0.12% 135
2025
Q1 		$259K Sell
1,001
-331
-25% -$110K 0.1% 152
2024
Q4 		$538K Buy
1,332
+17
+1% +$5.47K 0.21% 85
2024
Q3 		$344K Sell
1,315
-33
-2% -$7.53K 0.14% 117
2024
Q2 		$267K Sell
1,348
-324
-19% -$56.6K 0.12% 124
2024
Q1 		$294K Buy
1,672
+31
+2% +$6.06K 0.14% 112
2023
Q4 		$408K Sell
1,641
-75
-4% -$17.8K 0.2% 82
2023
Q3 		$429K Buy
1,716
+65
+4% +$16.7K 0.24% 75
2023
Q2 		$432K Buy
1,651
+51
+3% +$10.2K 0.24% 72
2023
Q1 		$332K Buy
+1,600
New +$279K 0.2% 83

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

Cape Investment Advisory's TSLA Position: Q2 2026 in Review

Cape Investment Advisory increased its Tesla (TSLA) stake by 9.8% in Q2 2026, buying an estimated $46.9K and bringing the position to 1,326 shares worth $558K. The position accounts for 0.15% of the portfolio, ranked #115.

Cape Investment Advisory first reported a position in TSLA in Q1 2023 and has held it in 14 quarters since. 4,273 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Cape Investment Advisory held 1,326 shares of Tesla worth $558K as of Q2 2026.
  • Cape Investment Advisory bought 118 Tesla shares in Q2 2026, an estimated $46.9K.
  • Tesla made up 0.15% of Cape Investment Advisory's portfolio in Q2 2026, its #115 holding.
  • Cape Investment Advisory first reported a position in Tesla in Q1 2023 and has held it in 14 quarters since.
  • 4,273 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.