Polen Capital Management
TSLA icon

Polen Capital Management’s Tesla TSLA Stock Holding History

Polen 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 		$3.77M Buy
8,974
+1,606
+22% +$639K 0.03% 76
2026
Q1 		$2.74M Sell
7,368
-803
-10% -$331K 0.02% 80
2025
Q4 		$3.67M Sell
8,171
-419
-5% -$186K 0.02% 67
2025
Q3 		$3.82M Buy
8,590
+1,868
+28% +$648K 0.01% 71
2025
Q2 		$2.14M Buy
+6,722
New +$2.03M 0.01% 71

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

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

Polen Capital Management increased its Tesla (TSLA) stake by 22% in Q2 2026, buying an estimated $639K and bringing the position to 8,974 shares worth $3.77M. The position accounts for 0.03% of the portfolio, ranked #76.

Polen Capital Management first reported a position in TSLA in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.82M in Q3 2025. 4,273 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Polen Capital Management held 8,974 shares of Tesla worth $3.77M as of Q2 2026.
  • Polen Capital Management bought 1,606 Tesla shares in Q2 2026, an estimated $639K.
  • Tesla made up 0.03% of Polen Capital Management's portfolio in Q2 2026, its #76 holding.
  • Polen Capital Management first reported a position in Tesla in Q2 2025 and has held it in 5 quarters since.
  • Polen Capital Management's Tesla position peaked at $3.82M in Q3 2025.
  • 4,273 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Polen Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.