Chase Investment Counsel’s Tesla TSLA Stock Holding History

Chase Investment Counsel’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	–	Sell	-742	Closed	-$275K	–	168
2026 Q1	$275K	Sell	742 -526	-41%	-$217K	0.07%	129
2025 Q4	$570K	Buy	+1,268	New	+$562K	0.16%	91
2023 Q4	–	Sell	-7,641	Closed	-$1.91M	–	137
2023 Q3	$1.91M	Hold	7,641	–	–	0.95%	43
2023 Q2	$2M	Sell	7,641 -324	-4%	-$64.8K	1.01%	44
2023 Q1	$1.65M	Sell	7,965 -3,750	-32%	-$654K	0.91%	46
2022 Q4	$1.44M	Sell	11,715 -11,301	-49%	-$2.14M	0.88%	50
2022 Q3	$6.1M	Buy	23,016 +11,301	+96%	+$3.16M	3.86%	5
2022 Q2	$2.63M	Hold	11,715	–	–	1.42%	27
2022 Q1	$4.21M	Buy	11,715 +2,715	+30%	+$846K	1.84%	15
2021 Q4	$3.17M	Hold	9,000	–	–	1.27%	33
2021 Q3	$2.33M	Hold	9,000	–	–	1%	41
2021 Q2	$2.04M	Hold	9,000	–	–	0.84%	47
2021 Q1	$2M	Hold	9,000	–	–	0.92%	48
2020 Q4	$2.12M	Hold	9,000	–	–	0.93%	46
2020 Q3	$1.29M	Hold	9,000	–	–	0.64%	51
2020 Q2	$647K	Buy	+9,000	New	+$487K	0.33%	58

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

Chase Investment Counsel's TSLA Position: Q2 2026 in Review

Chase Investment Counsel sold out of Tesla (TSLA) in Q2 2026, closing a stake of 742 shares — an estimated $275K sold.

Chase Investment Counsel first reported a position in TSLA in Q2 2020 and held it in 16 quarters. The position peaked at $6.1M in Q3 2022. 4,310 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

Chase Investment Counsel reported no remaining Tesla position as of Q2 2026 after selling out during the quarter.
Chase Investment Counsel sold 742 Tesla shares in Q2 2026, an estimated $275K.
Chase Investment Counsel first reported a position in Tesla in Q2 2020 and held it in 16 quarters.
Chase Investment Counsel's Tesla position peaked at $6.1M in Q3 2022.
4,310 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Chase Investment Counsel's 13F filing for Q2 2026, filed 6 Aug 2026.