McElhenny Sheffield Capital Management’s Tesla TSLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$573K Buy
1,362
+39
+3% +$15.5K 0.14% 29
2026
Q1
$492K Buy
1,323
+157
+13% +$64.7K 0.12% 37
2025
Q4
$524K Buy
1,166
+32
+3% +$14.2K 0.13% 36
2025
Q3
$504K Sell
1,134
-1,189
-51% -$412K 0.12% 50
2025
Q2
$738K Buy
2,323
+102
+5% +$30.7K 0.2% 29
2025
Q1
$576K Buy
2,221
+564
+34% +$188K 0.22% 36
2024
Q4
$669K Buy
1,657
+587
+55% +$189K 0.22% 25
2024
Q3
$280K Buy
+1,070
New +$244K 0.09% 89
2024
Q1
Sell
-952
Closed -$230K 99
2023
Q4
$230K Buy
952
+97
+11% +$23.1K 0.09% 84
2023
Q3
$221K Buy
855
+70
+9% +$18K 0.11% 85
2023
Q2
$214K Buy
+785
New +$157K 0.09% 89
2023
Q1
Sell
-506
Closed -$88.3K 573
2022
Q4
$88.3K Buy
+506
New +$95.8K 0.04% 137

Other funds holding TSLA

McElhenny Sheffield Capital Management's TSLA Position: Q2 2026 in Review

McElhenny Sheffield Capital Management increased its Tesla (TSLA) stake by 2.9% in Q2 2026, buying an estimated $15.5K and bringing the position to 1,362 shares worth $573K. The position accounts for 0.14% of the portfolio, ranked #29.

McElhenny Sheffield Capital Management first reported a position in TSLA in Q4 2022 and has held it in 12 quarters since. The position peaked at $738K in Q2 2025. 1,453 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • McElhenny Sheffield Capital Management held 1,362 shares of Tesla worth $573K as of Q2 2026.
  • McElhenny Sheffield Capital Management bought 39 Tesla shares in Q2 2026, an estimated $15.5K.
  • Tesla made up 0.14% of McElhenny Sheffield Capital Management's portfolio in Q2 2026, its #29 holding.
  • McElhenny Sheffield Capital Management first reported a position in Tesla in Q4 2022 and has held it in 12 quarters since.
  • McElhenny Sheffield Capital Management's Tesla position peaked at $738K in Q2 2025.
  • 1,453 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on McElhenny Sheffield Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.