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James Investment Research’s Tesla TSLA Stock Holding History

James Investment Research’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 		$212K Buy
+503
New +$200K 0.02% 345
2026
Q1 		– Sell
-783
Closed -$352K – 379
2025
Q4 		$352K Buy
783
+297
+61% +$132K 0.04% 283
2025
Q3 		$216K Buy
+486
New +$169K 0.02% 321
2023
Q2 		– Sell
-342
Closed -$71K – 509
2023
Q1 		$71K Hold
342
– – 0.01% 333
2022
Q4 		$42K Hold
342
– – 0.01% 373
2022
Q3 		$91K Hold
342
– – 0.01% 317
2022
Q2 		$77K Buy
+342
New +$93.4K 0.01% 323

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

James Investment Research's TSLA Position: Q2 2026 in Review

James Investment Research opened a new position in Tesla (TSLA) in Q2 2026: 503 shares worth $212K. The stake represents 0.02% of the portfolio and ranks #345 among its holdings. This is a return to the name: James Investment Research previously reported a position in TSLA as recently as Q4 2025.

James Investment Research first reported a position in TSLA in Q2 2022 and has held it in 7 quarters since. The position peaked at $352K in Q4 2025. 4,283 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • James Investment Research held 503 shares of Tesla worth $212K as of Q2 2026.
  • Tesla was a new James Investment Research position in Q2 2026.
  • Tesla made up 0.02% of James Investment Research's portfolio in Q2 2026, its #345 holding.
  • James Investment Research first reported a position in Tesla in Q2 2022 and has held it in 7 quarters since.
  • James Investment Research's Tesla position peaked at $352K in Q4 2025.
  • 4,283 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on James Investment Research's 13F filing for Q2 2026, filed 24 Jul 2026.