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Castleview Partners’s Tesla TSLA Stock Holding History

Castleview Partners’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 		$7.31M Buy
17,372
+4,185
+32% +$1.66M 3.21% 3
2026
Q1 		$4.9M Buy
13,187
+3,339
+34% +$1.38M 2.51% 5
2025
Q4 		$4.43M Buy
9,848
+1,358
+16% +$602K 2.19% 8
2025
Q3 		$3.78M Sell
8,490
-502
-6% -$174K 2.05% 8
2025
Q2 		$2.86M Buy
8,992
+1,360
+18% +$410K 1.84% 9
2025
Q1 		$1.98M Buy
7,632
+4,215
+123% +$1.4M 1.34% 13
2024
Q4 		$1.3M Buy
3,417
+211
+7% +$67.9K 0.7% 30
2024
Q3 		$839K Buy
3,206
+1,277
+66% +$291K 0.48% 46
2024
Q2 		$382K Sell
1,929
-68
-3% -$11.9K 0.22% 108
2024
Q1 		$351K Buy
1,997
+410
+26% +$80.1K 0.2% 119
2023
Q4 		$394K Sell
1,587
-768
-33% -$183K 0.28% 82
2023
Q3 		$589K Buy
2,355
+241
+11% +$61.9K 0.54% 35
2023
Q2 		$553K Sell
2,114
-247
-10% -$49.4K 0.5% 37
2023
Q1 		$490K Buy
2,361
+264
+13% +$46.1K 0.43% 53
2022
Q4 		$258K Buy
2,097
+376
+22% +$71.2K 0.25% 97
2022
Q3 		$456K Buy
1,721
+1,358
+374% +$379K 0.44% 53
2022
Q2 		$18.6K Sell
363
-1,011
-74% -$276K 0.01% 392
2022
Q1 		$493K Buy
+1,374
New +$428K 0.31% 63
2021
Q2 		$243K Buy
+1,071
New +$232K 0.11% 198

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

Castleview Partners's TSLA Position: Q2 2026 in Review

Castleview Partners increased its Tesla (TSLA) stake by 32% in Q2 2026, buying an estimated $1.66M and bringing the position to 17,372 shares worth $7.31M. The position accounts for 3.21% of the portfolio, ranked #3.

Castleview Partners first reported a position in TSLA in Q2 2021 and has held it in 19 quarters since. 4,292 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Castleview Partners held 17,372 shares of Tesla worth $7.31M as of Q2 2026.
  • Castleview Partners bought 4,185 Tesla shares in Q2 2026, an estimated $1.66M.
  • Tesla made up 3.21% of Castleview Partners's portfolio in Q2 2026, its #3 holding.
  • Castleview Partners first reported a position in Tesla in Q2 2021 and has held it in 19 quarters since.
  • 4,292 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Castleview Partners's 13F filing for Q2 2026, filed 20 Jul 2026.