SC
TSLA icon

Schubert & Co’s Tesla TSLA Stock Holding History

Schubert & Co’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 		$1.23M Buy
2,934
+95
+3% +$37.8K 0.85% 21
2026
Q1 		$1.06M Buy
2,839
+32
+1% +$13.2K 0.86% 22
2025
Q4 		$1.26M Sell
2,807
-6
-0.2% -$2.66K 1.01% 22
2025
Q3 		$1.25M Buy
2,813
+49
+2% +$17K 0.92% 18
2025
Q2 		$878K Buy
2,764
+63
+2% +$19K 0.62% 24
2025
Q1 		$700K Buy
2,701
+1,107
+69% +$369K 0.48% 24
2024
Q4 		$644K Sell
1,594
-344
-18% -$111K 0.43% 24
2024
Q3 		$507K Buy
1,938
+31
+2% +$7.07K 0.36% 28
2024
Q2 		$335K Hold
1,907
– – 0.29% 25
2024
Q1 		$335K Sell
1,907
-15
-0.8% -$2.93K 0.29% 25
2023
Q4 		$478K Sell
1,922
-78
-4% -$18.5K 0.43% 19
2023
Q3 		$500K Sell
2,000
-29
-1% -$7.45K 0.51% 16
2023
Q2 		$531K Sell
2,029
-74
-4% -$14.8K 0.5% 14
2023
Q1 		$436K Buy
2,103
+24
+1% +$4.19K 0.39% 19
2022
Q4 		$256K Sell
2,079
-37
-2% -$7.01K 0.23% 26
2022
Q3 		$561K Buy
2,116
+7
+0.3% +$1.96K 0.54% 11
2022
Q2 		$473K Buy
2,109
+1,527
+262% +$417K 0.44% 12
2022
Q1 		$209K Buy
582
+483
+488% +$150K 0.23% 22
2021
Q4 		$35K Buy
+99
New +$33.2K 0.04% 58

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

Schubert & Co's TSLA Position: Q2 2026 in Review

Schubert & Co increased its Tesla (TSLA) stake by 3.3% in Q2 2026, buying an estimated $37.8K and bringing the position to 2,934 shares worth $1.23M. The position accounts for 0.85% of the portfolio, ranked #21.

Schubert & Co first reported a position in TSLA in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.26M in Q4 2025. 4,305 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Schubert & Co held 2,934 shares of Tesla worth $1.23M as of Q2 2026.
  • Schubert & Co bought 95 Tesla shares in Q2 2026, an estimated $37.8K.
  • Tesla made up 0.85% of Schubert & Co's portfolio in Q2 2026, its #21 holding.
  • Schubert & Co first reported a position in Tesla in Q4 2021 and has held it in 19 quarters since.
  • Schubert & Co's Tesla position peaked at $1.26M in Q4 2025.
  • 4,305 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Schubert & Co's 13F filing for Q2 2026, filed 30 Jul 2026.