D.L. Carlson Investment Group’s Tesla TSLA Stock Holding History

D.L. Carlson Investment Group’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 Q1	$5.72M	Buy	15,390 +3,217	+26%	+$1.33M	0.98%	28
2025 Q4	$5.47M	Buy	12,173 +9,671	+387%	+$4.29M	0.92%	26
2025 Q3	$1.11M	Buy	+2,502	New	+$868K	0.19%	87
2024 Q4	–	Sell	-16,208	Closed	-$4.24M	–	154
2024 Q3	$4.24M	Buy	+16,208	New	+$3.7M	0.77%	36
2018 Q3	–	Sell	-71,355	Closed	-$1.63M	–	143
2018 Q2	$1.63M	Sell	71,355 -54,210	-43%	-$1.1M	0.5%	73
2018 Q1	$2.23M	Sell	125,565 -78,135	-38%	-$1.72M	0.7%	61
2017 Q4	$4.23M	Buy	203,700 +21,375	+12%	+$465K	1.25%	28
2017 Q3	$4.15M	Sell	182,325 -70,575	-28%	-$1.63M	1.29%	30
2017 Q2	$6.1M	Sell	252,900 -46,485	-16%	-$1.02M	1.79%	9
2017 Q1	$5.55M	Buy	299,385 +167,010	+126%	+$2.83M	1.89%	7
2016 Q4	$1.89M	Buy	132,375 +15,210	+13%	+$200K	0.64%	68
2016 Q3	$1.59M	Buy	117,165 +29,565	+34%	+$427K	0.55%	74
2016 Q2	$1.24M	Buy	+87,600	New	+$1.33M	0.44%	81

Other funds holding TSLA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

D.L. Carlson Investment Group's TSLA Position: Q1 2026 in Review

D.L. Carlson Investment Group increased its Tesla (TSLA) stake by 26% in Q1 2026, buying an estimated $1.33M and bringing the position to 15,390 shares worth $5.72M. The position accounts for 0.98% of the portfolio, ranked #28.

D.L. Carlson Investment Group first reported a position in TSLA in Q2 2016 and has held it in 13 quarters since. The position peaked at $6.1M in Q2 2017. 4,178 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

D.L. Carlson Investment Group held 15,390 shares of Tesla worth $5.72M as of Q1 2026.
D.L. Carlson Investment Group bought 3,217 Tesla shares in Q1 2026, an estimated $1.33M.
Tesla made up 0.98% of D.L. Carlson Investment Group's portfolio in Q1 2026, its #28 holding.
D.L. Carlson Investment Group first reported a position in Tesla in Q2 2016 and has held it in 13 quarters since.
D.L. Carlson Investment Group's Tesla position peaked at $6.1M in Q2 2017.
4,178 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on D.L. Carlson Investment Group's 13F filing for Q1 2026, filed 13 May 2026.