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Clifford Swan Investment Counsel’s Tesla TSLA Stock Holding History

Clifford Swan 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 		$5.06M Sell
12,038
-105
-0.9% -$41.8K 0.16% 116
2026
Q1 		$4.51M Sell
12,143
-111
-0.9% -$45.7K 0.15% 118
2025
Q4 		$5.51M Buy
12,254
+1,925
+19% +$853K 0.18% 106
2025
Q3 		$4.59M Sell
10,329
-244
-2% -$84.6K 0.15% 114
2025
Q2 		$3.36M Buy
10,573
+4,172
+65% +$1.26M 0.12% 127
2025
Q1 		$1.66M Buy
6,401
+2,319
+57% +$773K 0.06% 154
2024
Q4 		$1.65M Sell
4,082
-51
-1% -$16.4K 0.06% 152
2024
Q3 		$1.08M Sell
4,133
-92
-2% -$21K 0.04% 175
2024
Q2 		$836K Hold
4,225
– – 0.03% 180
2024
Q1 		$743K Sell
4,225
-250
-6% -$48.8K 0.03% 187
2023
Q4 		$1.11M Sell
4,475
-33
-0.7% -$7.84K 0.04% 167
2023
Q3 		$1.13M Buy
4,508
+67
+2% +$17.2K 0.05% 161
2023
Q2 		$1.16M Hold
4,441
– – 0.05% 164
2023
Q1 		$921K Buy
4,441
+107
+2% +$18.7K 0.04% 176
2022
Q4 		$534K Buy
4,334
+8
+0.2% +$1.51K 0.02% 207
2022
Q3 		$1.15M Buy
4,326
+30
+0.7% +$8.38K 0.05% 161
2022
Q2 		$964K Buy
4,296
+588
+16% +$161K 0.04% 172
2022
Q1 		$1.33M Sell
3,708
-60
-2% -$18.7K 0.05% 162
2021
Q4 		$1.33M Buy
3,768
+75
+2% +$25.2K 0.05% 165
2021
Q3 		$1.49M Buy
3,693
+66
+2% +$15.5K 0.05% 159
2021
Q2 		$860K Sell
3,627
-42
-1% -$9.12K 0.03% 191
2021
Q1 		$817K Buy
3,669
+153
+4% +$38.4K 0.03% 191
2020
Q4 		$827K Sell
3,516
-153
-4% -$26.1K 0.04% 191
2020
Q3 		$525K Buy
3,669
+219
+6% +$25.9K 0.03% 213
2020
Q2 		$248K Buy
+3,450
New +$187K 0.01% 269

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

Clifford Swan Investment Counsel's TSLA Position: Q2 2026 in Review

Clifford Swan Investment Counsel reduced its Tesla (TSLA) stake by 0.86% in Q2 2026, selling an estimated $41.8K and leaving 12,038 shares worth $5.06M. The position accounts for 0.16% of the portfolio, ranked #116.

Clifford Swan Investment Counsel first reported a position in TSLA in Q2 2020 and has held it in 25 quarters since. The position peaked at $5.51M in Q4 2025. 4,273 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Clifford Swan Investment Counsel held 12,038 shares of Tesla worth $5.06M as of Q2 2026.
  • Clifford Swan Investment Counsel sold 105 Tesla shares in Q2 2026, an estimated $41.8K.
  • Tesla made up 0.16% of Clifford Swan Investment Counsel's portfolio in Q2 2026, its #116 holding.
  • Clifford Swan Investment Counsel first reported a position in Tesla in Q2 2020 and has held it in 25 quarters since.
  • Clifford Swan Investment Counsel's Tesla position peaked at $5.51M in Q4 2025.
  • 4,273 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Clifford Swan Investment Counsel's 13F filing for Q2 2026, filed 20 Aug 2026.