GLOBALT Investments’s Tesla TSLA Stock Holding History

GLOBALT Investments’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	$4.57M	Sell	10,863 -328	-3%	-$130K	0.15%	79
2026 Q1	$4.16M	Buy	11,191 +87	+0.8%	+$35.8K	0.15%	79
2025 Q4	$4.99M	Sell	11,104 -161	-1%	-$71.4K	0.18%	71
2025 Q3	$5.01M	Buy	11,265 +122	+1%	+$42.3K	0.18%	78
2025 Q2	$3.54M	Sell	11,143 -858	-7%	-$258K	0.14%	95
2025 Q1	$3.11M	Buy	12,001 +118	+1%	+$39.3K	0.13%	99
2024 Q4	$4.8M	Sell	11,883 -126	-1%	-$40.5K	0.18%	76
2024 Q3	$3.14M	Sell	12,009 -451	-4%	-$103K	0.12%	100
2024 Q2	$2.47M	Sell	12,460 -369	-3%	-$64.5K	0.1%	108
2024 Q1	$2.26M	Sell	12,829 -4,426	-26%	-$865K	0.09%	112
2023 Q4	$4.29M	Buy	+17,255	New	+$4.1M	0.18%	79

Other funds holding TSLA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

GLOBALT Investments's TSLA Position: Q2 2026 in Review

GLOBALT Investments reduced its Tesla (TSLA) stake by 2.9% in Q2 2026, selling an estimated $130K and leaving 10,863 shares worth $4.57M. The position accounts for 0.15% of the portfolio, ranked #79.

GLOBALT Investments first reported a position in TSLA in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.01M in Q3 2025. 4,273 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

GLOBALT Investments held 10,863 shares of Tesla worth $4.57M as of Q2 2026.
GLOBALT Investments sold 328 Tesla shares in Q2 2026, an estimated $130K.
Tesla made up 0.15% of GLOBALT Investments's portfolio in Q2 2026, its #79 holding.
GLOBALT Investments first reported a position in Tesla in Q4 2023 and has held it in 11 quarters since.
GLOBALT Investments's Tesla position peaked at $5.01M in Q3 2025.
4,273 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on GLOBALT Investments's 13F filing for Q2 2026, filed 11 Aug 2026.