Cardinal Point Capital Management’s Tesla TSLA Stock Holding History

Cardinal Point Capital Management’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	$8.85M	Buy	21,033 +291	+1%	+$116K	0.5%	50
2026 Q1	$7.71M	Buy	20,742 +3,402	+20%	+$1.4M	0.47%	54
2025 Q4	$7.8M	Sell	17,340 -39	-0.2%	-$17.3K	0.51%	50
2025 Q3	$7.59M	Buy	17,379 +354	+2%	+$123K	0.53%	49
2025 Q2	$5.42M	Buy	17,025 +1,453	+9%	+$438K	0.43%	53
2025 Q1	$4.04M	Buy	15,572 +36	+0.2%	+$12K	0.37%	55
2024 Q4	$6.27M	Sell	15,536 -92	-0.6%	-$29.6K	1%	17
2024 Q3	$4.09M	Sell	15,628 -647	-4%	-$148K	0.68%	18
2024 Q2	$3.22M	Hold	16,275	–	–	0.56%	19
2024 Q1	$2.86M	Buy	16,275 +750	+5%	+$147K	0.54%	17
2023 Q4	$3.86M	Hold	15,525	–	–	0.93%	14
2023 Q3	$3.88M	Hold	15,525	–	–	1.02%	12
2023 Q2	$4.06M	Hold	15,525	–	–	1.22%	12
2023 Q1	$3.22M	Hold	15,525	–	–	0.98%	13
2022 Q4	$1.91M	Buy	+15,525	New	+$2.94M	0.66%	15

Other funds holding TSLA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cardinal Point Capital Management's TSLA Position: Q2 2026 in Review

Cardinal Point Capital Management increased its Tesla (TSLA) stake by 1.4% in Q2 2026, buying an estimated $116K and bringing the position to 21,033 shares worth $8.85M. The position accounts for 0.5% of the portfolio, ranked #50.

Cardinal Point Capital Management first reported a position in TSLA in Q4 2022 and has held it in 15 quarters since. 4,272 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

Cardinal Point Capital Management held 21,033 shares of Tesla worth $8.85M as of Q2 2026.
Cardinal Point Capital Management bought 291 Tesla shares in Q2 2026, an estimated $116K.
Tesla made up 0.5% of Cardinal Point Capital Management's portfolio in Q2 2026, its #50 holding.
Cardinal Point Capital Management first reported a position in Tesla in Q4 2022 and has held it in 15 quarters since.
4,272 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Cardinal Point Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.