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Jacobsen Capital Management’s Tesla TSLA Stock Holding History

Jacobsen 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 		$2.42M Sell
5,745
-25
-0.4% -$9.94K 0.71% 21
2026
Q1 		$2.14M Buy
5,770
+37
+0.6% +$15.2K 0.72% 21
2025
Q4 		$2.58M Sell
5,733
-30
-0.5% -$13.3K 0.84% 17
2025
Q3 		$2.56M Buy
5,763
+136
+2% +$47.2K 0.87% 17
2025
Q2 		$1.79M Buy
5,627
+1,258
+29% +$379K 0.66% 19
2025
Q1 		$1.13M Sell
4,369
-311
-7% -$104K 0.49% 21
2024
Q4 		$1.89M Sell
4,680
-87
-2% -$28K 0.8% 17
2024
Q3 		$1.25M Buy
4,767
+780
+20% +$178K 0.52% 20
2024
Q2 		$789K Buy
3,987
+375
+10% +$65.5K 0.35% 29
2024
Q1 		$635K Sell
3,612
-530
-13% -$104K 0.29% 33
2023
Q4 		$1.03M Sell
4,142
-14
-0.3% -$3.33K 0.52% 17
2023
Q3 		$1.04M Buy
4,156
+480
+13% +$123K 0.56% 19
2023
Q2 		$962K Sell
3,676
-36
-1% -$7.2K 0.5% 19
2023
Q1 		$770K Buy
+3,712
New +$648K 0.41% 26

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

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

Jacobsen Capital Management reduced its Tesla (TSLA) stake by 0.43% in Q2 2026, selling an estimated $9.94K and leaving 5,745 shares worth $2.42M. The position accounts for 0.71% of the portfolio, ranked #21.

Jacobsen Capital Management first reported a position in TSLA in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.58M in Q4 2025. 4,292 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Jacobsen Capital Management held 5,745 shares of Tesla worth $2.42M as of Q2 2026.
  • Jacobsen Capital Management sold 25 Tesla shares in Q2 2026, an estimated $9.94K.
  • Tesla made up 0.71% of Jacobsen Capital Management's portfolio in Q2 2026, its #21 holding.
  • Jacobsen Capital Management first reported a position in Tesla in Q1 2023 and has held it in 14 quarters since.
  • Jacobsen Capital Management's Tesla position peaked at $2.58M in Q4 2025.
  • 4,292 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Jacobsen Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.