Sigma Investment Counselors’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 | $2.28M | Hold |
5,427
| – | – | 0.11% | 89 |
|
|
2026
Q1 | $2.02M | Sell |
5,427
-9
| -0.2% | -$3.71K | 0.11% | 92 |
|
|
2025
Q4 | $2.44M | Buy |
5,436
+3
| +0.1% | +$1.33K | 0.12% | 90 |
|
|
2025
Q3 | $2.42M | Sell |
5,433
-209
| -4% | -$72.5K | 0.13% | 89 |
|
|
2025
Q2 | $1.79M | Buy |
5,642
+345
| +7% | +$104K | 0.1% | 92 |
|
|
2025
Q1 | $1.37M | Sell |
5,297
-435
| -8% | -$145K | 0.08% | 96 |
|
|
2024
Q4 | $2.31M | Sell |
5,732
-90
| -2% | -$29K | 0.14% | 87 |
|
|
2024
Q3 | $1.52M | Sell |
5,822
-252
| -4% | -$57.5K | 0.09% | 92 |
|
|
2024
Q2 | $1.2M | Hold |
6,074
| – | – | 0.08% | 95 |
|
|
2024
Q1 | $1.07M | Sell |
6,074
-165
| -3% | -$32.2K | 0.07% | 100 |
|
|
2023
Q4 | $1.55M | Sell |
6,239
-586
| -9% | -$139K | 0.11% | 90 |
|
|
2023
Q3 | $1.71M | Buy |
6,825
+146
| +2% | +$37.5K | 0.13% | 86 |
|
|
2023
Q2 | $1.75M | Buy |
6,679
+454
| +7% | +$90.8K | 0.13% | 89 |
|
|
2023
Q1 | $1.29M | Buy |
6,225
+270
| +5% | +$47.1K | 0.1% | 91 |
|
|
2022
Q4 | $734K | Sell |
5,955
-475
| -7% | -$89.9K | 0.06% | 107 |
|
|
2022
Q3 | $1.71M | Buy |
6,430
+49
| +0.8% | +$13.7K | 0.15% | 82 |
|
|
2022
Q2 | $1.43M | Sell |
6,381
-69
| -1% | -$18.8K | 0.12% | 88 |
|
|
2022
Q1 | $2.32M | Buy |
6,450
+306
| +5% | +$95.3K | 0.17% | 76 |
|
|
2021
Q4 | $2.16M | Sell |
6,144
-12
| -0.2% | -$4.03K | 0.15% | 79 |
|
|
2021
Q3 | $1.59M | Hold |
6,156
| – | – | 0.12% | 85 |
|
|
2021
Q2 | $1.4M | Buy |
6,156
+267
| +5% | +$58K | 0.1% | 88 |
|
|
2021
Q1 | $1.31M | Sell |
5,889
-420
| -7% | -$105K | 0.11% | 88 |
|
|
2020
Q4 | $1.48M | Buy |
6,309
+699
| +12% | +$119K | 0.13% | 83 |
|
|
2020
Q3 | $802K | Sell |
5,610
-570
| -9% | -$67.3K | 0.16% | 81 |
|
|
2020
Q2 | $445K | Sell |
6,180
-2,820
| -31% | -$153K | 0.05% | 113 |
|
|
2020
Q1 | $314K | Buy |
9,000
+1,500
| +20% | +$62.2K | 0.04% | 117 |
|
|
2019
Q4 | $209K | Buy |
+7,500
| New | +$163K | 0.02% | 151 |
|
|
2017
Q4 | – | Sell |
-12,045
| Closed | -$274K | – | 140 |
|
|
2017
Q3 | $274K | Sell |
12,045
-5,265
| -30% | -$121K | 0.04% | 117 |
|
|
2017
Q2 | $417K | Hold |
17,310
| – | – | 0.06% | 95 |
|
|
2017
Q1 | $321K | Buy |
+17,310
| New | +$293K | 0.05% | 107 |
|
Other funds holding TSLA
Sigma Investment Counselors's TSLA Position: Q2 2026 in Review
Sigma Investment Counselors held its Tesla (TSLA) position steady in Q2 2026 at 5,427 shares worth $2.28M. The position accounts for 0.11% of the portfolio, ranked #89.
Sigma Investment Counselors first reported a position in TSLA in Q1 2017 and has held it in 30 quarters since. The position peaked at $2.44M in Q4 2025. 4,282 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.
- Sigma Investment Counselors held 5,427 shares of Tesla worth $2.28M as of Q2 2026.
- Sigma Investment Counselors left its Tesla share count unchanged in Q2 2026.
- Tesla made up 0.11% of Sigma Investment Counselors's portfolio in Q2 2026, its #89 holding.
- Sigma Investment Counselors first reported a position in Tesla in Q1 2017 and has held it in 30 quarters since.
- Sigma Investment Counselors's Tesla position peaked at $2.44M in Q4 2025.
- 4,282 funds tracked by Wall St. Rank held Tesla as of Q2 2026.
Based on Sigma Investment Counselors's 13F filing for Q2 2026, filed 28 Jul 2026.