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
2021
Q2
Sell
-2,100
Closed -$11K 261
2021
Q1
$11K Buy
+2,100
New +$527K ﹤0.01% 242

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.