Shearwater Capital’s Tesla TSLA Stock Holding History

Shearwater 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	$1.9M	Sell	4,521 -10	-0.2%	-$3.98K	0.91%	16
2026 Q1	$1.68M	Buy	4,531 +10	+0.2%	+$4.12K	0.88%	17
2025 Q4	$2.03M	Hold	4,521	–	–	1.17%	12
2025 Q3	$2.01M	Hold	4,521	–	–	1.19%	12
2025 Q2	$1.44M	Hold	4,521	–	–	0.9%	16
2025 Q1	$1.17M	Hold	4,521	–	–	0.82%	17
2024 Q4	$1.83M	Hold	4,521	–	–	1.24%	12
2024 Q3	$1.18M	Hold	4,521	–	–	0.82%	16
2024 Q2	$895K	Hold	4,521	–	–	0.66%	22
2024 Q1	$795K	Hold	4,521	–	–	0.59%	22
2023 Q4	$1.12M	Hold	4,521	–	–	0.89%	17
2023 Q3	$1.13M	Hold	4,521	–	–	1.02%	14
2023 Q2	$1.18M	Hold	4,521	–	–	1.03%	14
2023 Q1	$938K	Hold	4,521	–	–	0.87%	17
2022 Q4	$557K	Hold	4,521	–	–	0.56%	24
2022 Q3	$1.2M	Hold	4,521	–	–	1.35%	10
2022 Q2	$1.01M	Hold	4,521	–	–	1.09%	15
2022 Q1	$1.62M	Hold	4,521	–	–	1.5%	8
2021 Q4	$1.59M	Buy	+4,521	New	+$1.52M	1.37%	9

Other funds holding TSLA

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Shearwater Capital's TSLA Position: Q2 2026 in Review

Shearwater Capital reduced its Tesla (TSLA) stake by 0.22% in Q2 2026, selling an estimated $3.98K and leaving 4,521 shares worth $1.9M. The position accounts for 0.91% of the portfolio, ranked #16.

Shearwater Capital first reported a position in TSLA in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.03M in Q4 2025. 2,099 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

Shearwater Capital held 4,521 shares of Tesla worth $1.9M as of Q2 2026.
Shearwater Capital sold 10 Tesla shares in Q2 2026, an estimated $3.98K.
Tesla made up 0.91% of Shearwater Capital's portfolio in Q2 2026, its #16 holding.
Shearwater Capital first reported a position in Tesla in Q4 2021 and has held it in 19 quarters since.
Shearwater Capital's Tesla position peaked at $2.03M in Q4 2025.
2,099 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Shearwater Capital's 13F filing for Q2 2026, filed 8 Jul 2026.