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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Roundview Capital's TSLA Position: Q1 2026 in Review

Roundview Capital increased its Tesla (TSLA) stake by 28% in Q1 2026, buying an estimated $193K and bringing the position to 2,135 shares worth $794K. The position accounts for 0.05% of the portfolio, ranked #226.

Roundview Capital first reported a position in TSLA in Q1 2015 and has held it in 15 quarters since. The position peaked at $2.01M in Q4 2024. 4,175 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

  • Roundview Capital held 2,135 shares of Tesla worth $794K as of Q1 2026.
  • Roundview Capital bought 468 Tesla shares in Q1 2026, an estimated $193K.
  • Tesla made up 0.05% of Roundview Capital's portfolio in Q1 2026, its #226 holding.
  • Roundview Capital first reported a position in Tesla in Q1 2015 and has held it in 15 quarters since.
  • Roundview Capital's Tesla position peaked at $2.01M in Q4 2024.
  • 4,175 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Roundview Capital's 13F filing for Q1 2026, filed 8 May 2026.