Capital Squared Financial’s Tesla TSLA Stock Holding History

Capital Squared Financial’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 Q1	–	Sell	-565	Closed	-$254K	–	88
2025 Q4	$254K	Sell	565 -25	-4%	-$11.1K	0.2%	75
2025 Q3	$262K	Buy	+590	New	+$205K	0.23%	68

Other funds holding TSLA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Squared Financial's TSLA Position: Q1 2026 in Review

Capital Squared Financial sold out of Tesla (TSLA) in Q1 2026, closing a stake of 565 shares — an estimated $254K sold.

Capital Squared Financial first reported a position in TSLA in Q3 2025 and held it in 2 quarters. The position peaked at $262K in Q3 2025. 4,175 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

Capital Squared Financial reported no remaining Tesla position as of Q1 2026 after selling out during the quarter.
Capital Squared Financial sold 565 Tesla shares in Q1 2026, an estimated $254K.
Capital Squared Financial first reported a position in Tesla in Q3 2025 and held it in 2 quarters.
Capital Squared Financial's Tesla position peaked at $262K in Q3 2025.
4,175 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Capital Squared Financial's 13F filing for Q1 2026, filed 1 May 2026.