GIM
TSLA icon

Goelzer Investment Management’s Tesla TSLA Stock Holding History

Goelzer Investment 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 		$2.38M Sell
5,656
-347
-6% -$138K 0.1% 125
2026
Q1 		$2.23M Sell
6,003
-557
-8% -$229K 0.11% 125
2025
Q4 		$2.95M Sell
6,560
-2,898
-31% -$1.28M 0.14% 114
2025
Q3 		$4.21M Sell
9,458
-52
-0.5% -$18K 0.22% 102
2025
Q2 		$3.02M Sell
9,510
-2,755
-22% -$830K 0.17% 114
2025
Q1 		$3.18M Buy
12,265
+193
+2% +$64.3K 0.18% 113
2024
Q4 		$4.88M Buy
12,072
+104
+0.9% +$33.5K 0.28% 86
2024
Q3 		$3.13M Sell
11,968
-125
-1% -$28.5K 0.17% 111
2024
Q2 		$2.39M Buy
12,093
+375
+3% +$65.5K 0.13% 121
2024
Q1 		$2.06M Buy
11,718
+7,436
+174% +$1.45M 0.12% 127
2023
Q4 		$1.06M Buy
+4,282
New +$1.02M 0.07% 142

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

Goelzer Investment Management's TSLA Position: Q2 2026 in Review

Goelzer Investment Management reduced its Tesla (TSLA) stake by 5.8% in Q2 2026, selling an estimated $138K and leaving 5,656 shares worth $2.38M. The position accounts for 0.1% of the portfolio, ranked #125.

Goelzer Investment Management first reported a position in TSLA in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.88M in Q4 2024. 4,283 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Goelzer Investment Management held 5,656 shares of Tesla worth $2.38M as of Q2 2026.
  • Goelzer Investment Management sold 347 Tesla shares in Q2 2026, an estimated $138K.
  • Tesla made up 0.1% of Goelzer Investment Management's portfolio in Q2 2026, its #125 holding.
  • Goelzer Investment Management first reported a position in Tesla in Q4 2023 and has held it in 11 quarters since.
  • Goelzer Investment Management's Tesla position peaked at $4.88M in Q4 2024.
  • 4,283 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Goelzer Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.