Shelton Wealth Management’s Tesla TSLA Stock Holding History

Shelton Wealth Management’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	$2.19M	Buy	5,214 +214	+4%	+$85.1K	0.86%	29
2026 Q1	$1.86M	Sell	5,000 -346	-6%	-$143K	0.81%	32
2025 Q4	$2.4M	Buy	5,346 +472	+10%	+$209K	1.03%	25
2025 Q3	$2.17M	Buy	4,874 +3,912	+407%	+$1.36M	0.98%	25
2025 Q2	$306K	Buy	962 +67	+7%	+$20.2K	0.15%	106
2025 Q1	$232K	Buy	895 +9	+1%	+$3K	0.13%	115
2024 Q4	$358K	Buy	+886	New	+$285K	0.19%	103
2024 Q3	–	Sell	-252	Closed	-$49.9K	–	148
2024 Q2	$49.9K	Buy	+252	New	+$44K	0.03%	133

Other funds holding TSLA

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

HAM

Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

NAH

Neumann Advisory (HK) Central, Hong Kong $356M AUM 37.48% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

ZCI

Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Shelton Wealth Management's TSLA Position: Q2 2026 in Review

Shelton Wealth Management increased its Tesla (TSLA) stake by 4.3% in Q2 2026, buying an estimated $85.1K and bringing the position to 5,214 shares worth $2.19M. The position accounts for 0.86% of the portfolio, ranked #29.

Shelton Wealth Management first reported a position in TSLA in Q2 2024 and has held it in 8 quarters since. The position peaked at $2.4M in Q4 2025. 829 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

Shelton Wealth Management held 5,214 shares of Tesla worth $2.19M as of Q2 2026.
Shelton Wealth Management bought 214 Tesla shares in Q2 2026, an estimated $85.1K.
Tesla made up 0.86% of Shelton Wealth Management's portfolio in Q2 2026, its #29 holding.
Shelton Wealth Management first reported a position in Tesla in Q2 2024 and has held it in 8 quarters since.
Shelton Wealth Management's Tesla position peaked at $2.4M in Q4 2025.
829 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Shelton Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.