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McLean Asset Management’s Tesla TSLA Stock Holding History

McLean Asset 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 		$468K Sell
1,503
-103
-6% -$41K 0.06% 108
2026
Q1 		$597K Sell
1,606
-117
-7% -$48.2K 0.1% 83
2025
Q4 		$757K Sell
1,723
-18
-1% -$7.98K 0.14% 71
2025
Q3 		$789K Sell
1,741
-656
-27% -$228K 0.16% 69
2025
Q2 		$757K Buy
2,397
+55
+2% +$16.6K 0.2% 62
2025
Q1 		$520K Buy
2,342
+1,384
+144% +$461K 0.17% 71
2024
Q4 		$387K Buy
958
+36
+4% +$11.6K 0.12% 90
2024
Q3 		$231K Sell
922
-138
-13% -$31.5K 0.07% 147
2024
Q2 		$279K Buy
+1,060
New +$185K 0.09% 118
2024
Q1 		– Sell
-1,066
Closed -$253K – 156
2023
Q4 		$253K Buy
1,066
+39
+4% +$9.27K 0.09% 121
2023
Q3 		$271K Hold
1,027
– – 0.11% 101
2023
Q2 		$269K Buy
+1,027
New +$205K 0.11% 104
2022
Q4 		– Sell
-1,110
Closed -$248K – 139
2022
Q3 		$248K Sell
1,110
-315
-22% -$88K 0.1% 99
2022
Q2 		$330K Buy
1,425
+351
+33% +$95.8K 0.13% 82
2022
Q1 		$385K Sell
1,074
-162
-13% -$50.5K 0.29% 67
2021
Q4 		$456K Buy
1,236
+450
+57% +$151K 0.18% 62
2021
Q3 		$267K Buy
+786
New +$185K 0.1% 101

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

McLean Asset Management's TSLA Position: Q2 2026 in Review

McLean Asset Management reduced its Tesla (TSLA) stake by 6.4% in Q2 2026, selling an estimated $41K and leaving 1,503 shares worth $468K. The position accounts for 0.06% of the portfolio, ranked #108.

McLean Asset Management first reported a position in TSLA in Q3 2021 and has held it in 17 quarters since. The position peaked at $789K in Q3 2025. 4,306 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • McLean Asset Management held 1,503 shares of Tesla worth $468K as of Q2 2026.
  • McLean Asset Management sold 103 Tesla shares in Q2 2026, an estimated $41K.
  • Tesla made up 0.06% of McLean Asset Management's portfolio in Q2 2026, its #108 holding.
  • McLean Asset Management first reported a position in Tesla in Q3 2021 and has held it in 17 quarters since.
  • McLean Asset Management's Tesla position peaked at $789K in Q3 2025.
  • 4,306 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on McLean Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.