Fulcrum Equity Management’s Tesla TSLA Stock Holding History

Fulcrum Equity 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	$1.1M	Sell	2,608 -13	-0.5%	-$5.17K	0.8%	29
2026 Q1	$974K	Buy	2,621 +117	+5%	+$48.2K	0.94%	22
2025 Q4	$1.13M	Buy	2,504 +1,100	+78%	+$488K	1.08%	22
2025 Q3	$624K	Sell	1,404 -127	-8%	-$44K	0.63%	42
2025 Q2	$486K	Buy	1,531 +64	+4%	+$19.3K	0.5%	49
2025 Q1	$380K	Buy	1,467 +364	+33%	+$121K	0.42%	59
2024 Q4	$445K	Buy	1,103 +50	+5%	+$16.1K	0.44%	63
2024 Q3	$275K	Sell	1,053 -320	-23%	-$73K	0.23%	114
2024 Q2	$272K	Buy	+1,373	New	+$240K	0.24%	114
2022 Q2	–	Sell	-621	Closed	-$223K	–	114
2022 Q1	$223K	Sell	621 -108	-15%	-$33.6K	0.13%	100
2021 Q4	$257K	Buy	+729	New	+$244K	0.1%	150

Other funds holding TSLA

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

HAM

Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

NAH

Neumann Advisory (HK) Central, Hong Kong $356M AUM 37.48% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

ZCI

Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Fulcrum Equity Management's TSLA Position: Q2 2026 in Review

Fulcrum Equity Management reduced its Tesla (TSLA) stake by 0.5% in Q2 2026, selling an estimated $5.17K and leaving 2,608 shares worth $1.1M. The position accounts for 0.8% of the portfolio, ranked #29.

Fulcrum Equity Management first reported a position in TSLA in Q4 2021 and has held it in 11 quarters since. The position peaked at $1.13M in Q4 2025. 781 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

Fulcrum Equity Management held 2,608 shares of Tesla worth $1.1M as of Q2 2026.
Fulcrum Equity Management sold 13 Tesla shares in Q2 2026, an estimated $5.17K.
Tesla made up 0.8% of Fulcrum Equity Management's portfolio in Q2 2026, its #29 holding.
Fulcrum Equity Management first reported a position in Tesla in Q4 2021 and has held it in 11 quarters since.
Fulcrum Equity Management's Tesla position peaked at $1.13M in Q4 2025.
781 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Fulcrum Equity Management's 13F filing for Q2 2026, filed 9 Jul 2026.