Shelton Wealth Management’s Tesla TSLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$168K Buy
+400
New +$159K 0.07% 127
2025
Q3
Sell
-300
Closed -$95.3K 185
2025
Q2
$95.3K Hold
300
0.05% 137
2025
Q1
$77.7K Buy
+300
New +$100K 0.04% 129
2024
Q3
Sell
-1,000
Closed -$198K 147
2024
Q2
$198K Buy
+1,000
New +$175K 0.11% 128

Other funds holding TSLA

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. 1,453 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.
  • 1,453 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.