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Capstone Wealth Management (Alabama)’s Tesla TSLA Stock Holding History

Capstone Wealth Management (Alabama)’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 		$460K Buy
1,093
+432
+65% +$172K 0.21% 61
2026
Q1 		$246K Buy
661
+92
+16% +$37.9K 0.17% 48
2025
Q4 		$256K Buy
569
+45
+9% +$19.9K 0.19% 47
2025
Q3 		$233K Buy
+524
New +$182K 0.18% 48

Other funds holding TSLA

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Capstone Wealth Management (Alabama)'s TSLA Position: Q2 2026 in Review

Capstone Wealth Management (Alabama) increased its Tesla (TSLA) stake by 65% in Q2 2026, buying an estimated $172K and bringing the position to 1,093 shares worth $460K. The position accounts for 0.21% of the portfolio, ranked #61.

Capstone Wealth Management (Alabama) first reported a position in TSLA in Q3 2025 and has held it in 4 quarters since. 2,101 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Capstone Wealth Management (Alabama) held 1,093 shares of Tesla worth $460K as of Q2 2026.
  • Capstone Wealth Management (Alabama) bought 432 Tesla shares in Q2 2026, an estimated $172K.
  • Tesla made up 0.21% of Capstone Wealth Management (Alabama)'s portfolio in Q2 2026, its #61 holding.
  • Capstone Wealth Management (Alabama) first reported a position in Tesla in Q3 2025 and has held it in 4 quarters since.
  • 2,101 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Capstone Wealth Management (Alabama)'s 13F filing for Q2 2026, filed 23 Jul 2026.