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Roundview Capital’s Tesla TSLA Stock Holding History

Roundview Capital’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 		$955K Buy
2,271
+136
+6% +$54.1K 0.05% 223
2026
Q1 		$794K Buy
2,135
+468
+28% +$193K 0.05% 226
2025
Q4 		$750K Buy
1,667
+76
+5% +$33.7K 0.05% 222
2025
Q3 		$708K Sell
1,591
-570
-26% -$198K 0.04% 239
2025
Q2 		$686K Sell
2,161
-52
-2% -$15.7K 0.05% 240
2025
Q1 		$574K Sell
2,213
-2,760
-55% -$920K 0.04% 247
2024
Q4 		$2.01M Buy
4,973
+3,252
+189% +$1.05M 0.14% 142
2024
Q3 		$450K Buy
1,721
+32
+2% +$7.3K 0.03% 280
2024
Q2 		$334K Sell
1,689
-294
-15% -$51.4K 0.03% 283
2024
Q1 		$349K Buy
1,983
+9
+0.5% +$1.76K 0.03% 280
2023
Q4 		$491K Sell
1,974
-5,759
-74% -$1.37M 0.05% 248
2023
Q3 		$1.93M Buy
7,733
+1,543
+25% +$396K 0.19% 117
2023
Q2 		$1.62M Buy
6,190
+3,848
+164% +$769K 0.16% 137
2023
Q1 		$486K Sell
2,342
-387
-14% -$67.5K 0.05% 243
2022
Q4 		$336K Buy
+2,729
New +$517K 0.04% 249
2015
Q2 		– Sell
-33,000
Closed -$415K – 159
2015
Q1 		$415K Buy
+33,000
New +$445K 0.16% 114

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

Roundview Capital's TSLA Position: Q2 2026 in Review

Roundview Capital increased its Tesla (TSLA) stake by 6.4% in Q2 2026, buying an estimated $54.1K and bringing the position to 2,271 shares worth $955K. The position accounts for 0.05% of the portfolio, ranked #223.

Roundview Capital first reported a position in TSLA in Q1 2015 and has held it in 16 quarters since. The position peaked at $2.01M in Q4 2024. 4,307 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Roundview Capital held 2,271 shares of Tesla worth $955K as of Q2 2026.
  • Roundview Capital bought 136 Tesla shares in Q2 2026, an estimated $54.1K.
  • Tesla made up 0.05% of Roundview Capital's portfolio in Q2 2026, its #223 holding.
  • Roundview Capital first reported a position in Tesla in Q1 2015 and has held it in 16 quarters since.
  • Roundview Capital's Tesla position peaked at $2.01M in Q4 2024.
  • 4,307 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Roundview Capital's 13F filing for Q2 2026, filed 30 Jul 2026.