R.W. Roge & Company’s Tesla TSLA Stock Holding History

R.W. Roge & Company’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	$211K	Buy	+502	New	+$200K	0.09%	66
2026 Q1	–	Sell	-495	Closed	-$222K	–	67
2025 Q4	$222K	Hold	495	–	–	0.11%	60
2025 Q3	$220K	Buy	+495	New	+$172K	0.11%	55
2022 Q4	–	Sell	-1,230	Closed	-$267K	–	41
2022 Q3	$267K	Hold	1,230	–	–	0.19%	27
2022 Q2	$276K	Hold	1,230	–	–	0.19%	31
2022 Q1	$442K	Hold	1,230	–	–	0.31%	27
2021 Q4	$387K	Sell	1,230 -30	-2%	-$10.1K	0.3%	28
2021 Q3	$363K	Buy	+1,260	New	+$297K	0.22%	27
2021 Q2	–	Sell	-960	Closed	-$214K	–	42
2021 Q1	$214K	Buy	960 +15	+2%	+$3.77K	0.14%	36
2020 Q4	$222K	Buy	+945	New	+$161K	0.16%	34

Other funds holding TSLA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

R.W. Roge & Company's TSLA Position: Q2 2026 in Review

R.W. Roge & Company opened a new position in Tesla (TSLA) in Q2 2026: 502 shares worth $211K. The stake represents 0.09% of the portfolio and ranks #66 among its holdings. This is a return to the name: R.W. Roge & Company previously reported a position in TSLA as recently as Q4 2025.

R.W. Roge & Company first reported a position in TSLA in Q4 2020 and has held it in 10 quarters since. The position peaked at $442K in Q1 2022. 4,306 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

R.W. Roge & Company held 502 shares of Tesla worth $211K as of Q2 2026.
Tesla was a new R.W. Roge & Company position in Q2 2026.
Tesla made up 0.09% of R.W. Roge & Company's portfolio in Q2 2026, its #66 holding.
R.W. Roge & Company first reported a position in Tesla in Q4 2020 and has held it in 10 quarters since.
R.W. Roge & Company's Tesla position peaked at $442K in Q1 2022.
4,306 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on R.W. Roge & Company's 13F filing for Q2 2026, filed 3 Aug 2026.