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Donaldson Capital Management’s Tesla TSLA Stock Holding History

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

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

Donaldson Capital Management's TSLA Position: Q2 2026 in Review

Donaldson Capital Management increased its Tesla (TSLA) stake by 3.7% in Q2 2026, buying an estimated $36.2K and bringing the position to 2,556 shares worth $1.08M. The position accounts for 0.03% of the portfolio, ranked #162.

Donaldson Capital Management first reported a position in TSLA in Q3 2020 and has held it in 22 quarters since. The position peaked at $4.07M in Q4 2024. 4,307 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Donaldson Capital Management held 2,556 shares of Tesla worth $1.08M as of Q2 2026.
  • Donaldson Capital Management bought 91 Tesla shares in Q2 2026, an estimated $36.2K.
  • Tesla made up 0.03% of Donaldson Capital Management's portfolio in Q2 2026, its #162 holding.
  • Donaldson Capital Management first reported a position in Tesla in Q3 2020 and has held it in 22 quarters since.
  • Donaldson Capital Management's Tesla position peaked at $4.07M in Q4 2024.
  • 4,307 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Donaldson Capital Management's 13F filing for Q2 2026, filed 5 Aug 2026.