SDAM
TSLA icon

Shulman DeMeo Asset Management’s Tesla TSLA Stock Holding History

Shulman DeMeo Asset 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 		$452K Buy
1,074
+27
+3% +$10.7K 0.08% 80
2026
Q1 		$389K Hold
1,047
– – 0.08% 88
2025
Q4 		$471K Buy
1,047
+12
+1% +$5.32K 0.11% 68
2025
Q3 		$460K Sell
1,035
-79
-7% -$27.4K 0.11% 71
2025
Q2 		$354K Sell
1,114
-207
-16% -$62.4K 0.09% 84
2025
Q1 		$342K Buy
1,321
+73
+6% +$24.3K 0.1% 82
2024
Q4 		$504K Sell
1,248
-819
-40% -$264K 0.14% 62
2024
Q3 		$541K Hold
2,067
– – 0.13% 64
2024
Q2 		$409K Sell
2,067
-2
-0.1% -$350 0.11% 79
2024
Q1 		$364K Hold
2,069
– – 0.1% 92
2023
Q4 		$514K Sell
2,069
-15
-0.7% -$3.56K 0.15% 61
2023
Q3 		$521K Buy
2,084
+17
+0.8% +$4.37K 0.17% 52
2023
Q2 		$541K Buy
2,067
+873
+73% +$175K 0.16% 54
2023
Q1 		$248K Buy
+1,194
New +$208K 0.08% 109
2022
Q4 		– Sell
-1,211
Closed -$321K – 137
2022
Q3 		$321K Buy
1,211
+86
+8% +$24K 0.11% 90
2022
Q2 		$253K Buy
1,125
+99
+10% +$27K 0.08% 110
2022
Q1 		$369K Buy
1,026
+33
+3% +$10.3K 0.1% 96
2021
Q4 		$350K Buy
+993
New +$333K 0.09% 105
2021
Q3 		– Sell
-993
Closed -$225K – 131
2021
Q2 		$225K Hold
993
– – 0.09% 57
2021
Q1 		$221K Buy
+993
New +$249K 0.06% 124

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

Shulman DeMeo Asset Management's TSLA Position: Q2 2026 in Review

Shulman DeMeo Asset Management increased its Tesla (TSLA) stake by 2.6% in Q2 2026, buying an estimated $10.7K and bringing the position to 1,074 shares worth $452K. The position accounts for 0.08% of the portfolio, ranked #80.

Shulman DeMeo Asset Management first reported a position in TSLA in Q1 2021 and has held it in 20 quarters since. The position peaked at $541K in Q2 2023. 4,273 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Shulman DeMeo Asset Management held 1,074 shares of Tesla worth $452K as of Q2 2026.
  • Shulman DeMeo Asset Management bought 27 Tesla shares in Q2 2026, an estimated $10.7K.
  • Tesla made up 0.08% of Shulman DeMeo Asset Management's portfolio in Q2 2026, its #80 holding.
  • Shulman DeMeo Asset Management first reported a position in Tesla in Q1 2021 and has held it in 20 quarters since.
  • Shulman DeMeo Asset Management's Tesla position peaked at $541K in Q2 2023.
  • 4,273 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Shulman DeMeo Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.