Donaldson Capital Management’s Tesla TSLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$916K Buy
2,465
+138
+6% +$56.9K 0.03% 143
2025
Q4
$1.05M Sell
2,327
-898
-28% -$398K 0.03% 138
2025
Q3
$1.43M Buy
3,225
+615
+24% +$213K 0.05% 124
2025
Q2
$829K Buy
2,610
+349
+15% +$105K 0.03% 146
2025
Q1
$586K Sell
2,261
-7,825
-78% -$2.61M 0.02% 163
2024
Q4
$4.07M Buy
10,086
+9,194
+1,031% +$2.96M 0.16% 70
2024
Q3
$233K Buy
+892
New +$203K 0.01% 204
2024
Q1
Sell
-898
Closed -$223K 212
2023
Q4
$223K Sell
898
-1,883
-68% -$448K 0.01% 206
2023
Q3
$696K Buy
2,781
+100
+4% +$25.7K 0.03% 142
2023
Q2
$702K Sell
2,681
-25
-0.9% -$5K 0.03% 140
2023
Q1
$561K Sell
2,706
-4,871
-64% -$850K 0.03% 152
2022
Q4
$933K Buy
7,577
+1,206
+19% +$228K 0.05% 116
2022
Q3
$1.69M Sell
6,371
-301
-5% -$84.1K 0.09% 85
2022
Q2
$1.5M Sell
6,672
-168
-2% -$45.9K 0.08% 89
2022
Q1
$2.46M Buy
6,840
+1,647
+32% +$513K 0.11% 77
2021
Q4
$1.83M Buy
5,193
+2,235
+76% +$750K 0.08% 94
2021
Q3
$765K Buy
2,958
+285
+11% +$67.1K 0.04% 132
2021
Q2
$605K Sell
2,673
-12
-0.4% -$2.6K 0.03% 154
2021
Q1
$598K Sell
2,685
-135
-5% -$33.9K 0.03% 152
2020
Q4
$663K Buy
2,820
+510
+22% +$87K 0.04% 129
2020
Q3
$330K Buy
+2,310
New +$273K 0.02% 186

Other funds holding TSLA

Donaldson Capital Management's TSLA Position: Q1 2026 in Review

Donaldson Capital Management increased its Tesla (TSLA) stake by 5.9% in Q1 2026, buying an estimated $56.9K and bringing the position to 2,465 shares worth $916K. The position accounts for 0.03% of the portfolio, ranked #143.

Donaldson Capital Management first reported a position in TSLA in Q3 2020 and has held it in 21 quarters since. The position peaked at $4.07M in Q4 2024. 4,175 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

  • Donaldson Capital Management held 2,465 shares of Tesla worth $916K as of Q1 2026.
  • Donaldson Capital Management bought 138 Tesla shares in Q1 2026, an estimated $56.9K.
  • Tesla made up 0.03% of Donaldson Capital Management's portfolio in Q1 2026, its #143 holding.
  • Donaldson Capital Management first reported a position in Tesla in Q3 2020 and has held it in 21 quarters since.
  • Donaldson Capital Management's Tesla position peaked at $4.07M in Q4 2024.
  • 4,175 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Donaldson Capital Management's 13F filing for Q1 2026, filed 30 Apr 2026.