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Fortis Capital Management’s Tesla TSLA Stock Holding History

Fortis 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
Q2 		$4.85M Sell
11,531
-14,765
-56% -$5.87M 0.54% 48
2026
Q1 		$9.78M Buy
26,296
+720
+3% +$297K 1% 20
2025
Q4 		$11.5M Buy
25,576
+259
+1% +$115K 1.52% 14
2025
Q3 		$11.3M Sell
25,317
-580
-2% -$201K 1.58% 14
2025
Q2 		$8.23M Buy
25,897
+492
+2% +$148K 1.28% 17
2025
Q1 		$6.58M Buy
25,405
+1,211
+5% +$404K 1.28% 17
2024
Q4 		$9.77M Buy
24,194
+3,187
+15% +$1.03M 1.81% 11
2024
Q3 		$5.5M Buy
21,007
+13,563
+182% +$3.09M 1.11% 19
2024
Q2 		$1.47M Buy
7,444
+538
+8% +$94K 0.31% 61
2024
Q1 		$1.21M Buy
6,906
+809
+13% +$158K 0.32% 64
2023
Q4 		$1.52M Buy
6,097
+695
+13% +$165K 0.39% 65
2023
Q3 		$1.35M Buy
5,402
+479
+10% +$123K 0.42% 53
2023
Q2 		$1.29M Buy
4,923
+32
+0.7% +$6.4K 0.46% 35
2023
Q1 		$1.01M Sell
4,891
-51
-1% -$8.9K 0.41% 46
2022
Q4 		$609K Buy
4,942
+883
+22% +$167K 0.45% 49
2022
Q3 		$1.08M Sell
4,059
-6
-0.1% -$1.68K 0.92% 27
2022
Q2 		$912K Buy
4,065
+783
+24% +$214K 0.9% 31
2022
Q1 		$1.18M Buy
3,282
+57
+2% +$17.8K 0.6% 43
2021
Q4 		$1.14M Sell
3,225
-2,448
-43% -$821K 0.59% 38
2021
Q3 		$1.47M Sell
5,673
-2,820
-33% -$664K 0.78% 58
2021
Q2 		$1.92M Buy
8,493
+7,410
+684% +$1.61M 0.98% 55
2021
Q1 		$241K Buy
1,083
+168
+18% +$42.2K 0.14% 101
2020
Q4 		$215K Buy
+915
New +$156K 0.16% 85

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

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

Fortis Capital Management reduced its Tesla (TSLA) stake by 56% in Q2 2026, selling an estimated $5.87M and leaving 11,531 shares worth $4.85M. The position accounts for 0.54% of the portfolio, ranked #48.

Fortis Capital Management first reported a position in TSLA in Q4 2020 and has held it in 23 quarters since. The position peaked at $11.5M in Q4 2025. 4,273 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Fortis Capital Management held 11,531 shares of Tesla worth $4.85M as of Q2 2026.
  • Fortis Capital Management sold 14,765 Tesla shares in Q2 2026, an estimated $5.87M.
  • Tesla made up 0.54% of Fortis Capital Management's portfolio in Q2 2026, its #48 holding.
  • Fortis Capital Management first reported a position in Tesla in Q4 2020 and has held it in 23 quarters since.
  • Fortis Capital Management's Tesla position peaked at $11.5M in Q4 2025.
  • 4,273 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

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