Fogel Capital Management
TSLA icon

Fogel Capital Management’s Tesla TSLA Stock Holding History

Fogel 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
2026
Q3 		$2.07M Hold
5,838
– – 0.79% 28
2026
Q2 		$2.46M Buy
5,838
+5,027
+620% +$2M 0.99% 26
2026
Q1 		$301K Buy
811
+31
+4% +$12.8K 0.14% 40
2025
Q4 		$351K Hold
780
– – 0.16% 35
2025
Q3 		$347K Hold
780
– – 0.16% 40
2025
Q2 		$248K Sell
780
-100
-11% -$30.1K 0.13% 45
2025
Q1 		$228K Sell
880
-8
-0.9% -$2.67K 0.12% 38
2024
Q4 		$359K Buy
888
+11
+1% +$3.54K 0.18% 33
2024
Q3 		$229K Buy
+877
New +$200K 0.12% 36
2024
Q1 		– Sell
-3,761
Closed -$713K – 42
2023
Q4 		$713K Buy
+3,761
New +$894K 0.54% 21

Other funds holding TSLA

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Fogel Capital Management's TSLA Position: Q3 2026 in Review

Fogel Capital Management held its Tesla (TSLA) position steady in Q3 2026 at 5,838 shares worth $2.07M. The position accounts for 0.79% of the portfolio, ranked #28.

Fogel Capital Management first reported a position in TSLA in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.46M in Q2 2026. 3,382 funds tracked by Wall St. Rank hold TSLA as of Q3 2026.

  • Fogel Capital Management held 5,838 shares of Tesla worth $2.07M as of Q3 2026.
  • Fogel Capital Management left its Tesla share count unchanged in Q3 2026.
  • Tesla made up 0.79% of Fogel Capital Management's portfolio in Q3 2026, its #28 holding.
  • Fogel Capital Management first reported a position in Tesla in Q4 2023 and has held it in 10 quarters since.
  • Fogel Capital Management's Tesla position peaked at $2.46M in Q2 2026.
  • 3,382 funds tracked by Wall St. Rank held Tesla as of Q3 2026.

Based on Fogel Capital Management's 13F filing for Q3 2026, filed 4 Nov 2026.