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Swan Global Investments’s Tesla TSLA Stock Holding History

Swan Global Investments’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 		$568K Buy
1,351
+542
+67% +$216K 0.02% 69
2026
Q1 		$301K Buy
809
+55
+7% +$22.7K 0.01% 64
2025
Q4 		$339K Sell
754
-113
-13% -$50.1K 0.01% 61
2025
Q3 		$386K Buy
+867
New +$301K 0.01% 51

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 $3.38T AUM 44.17% 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

Swan Global Investments's TSLA Position: Q2 2026 in Review

Swan Global Investments increased its Tesla (TSLA) stake by 67% in Q2 2026, buying an estimated $216K and bringing the position to 1,351 shares worth $568K. The position accounts for 0.02% of the portfolio, ranked #69.

Swan Global Investments first reported a position in TSLA in Q3 2025 and has held it in 4 quarters since. 4,317 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Swan Global Investments held 1,351 shares of Tesla worth $568K as of Q2 2026.
  • Swan Global Investments bought 542 Tesla shares in Q2 2026, an estimated $216K.
  • Tesla made up 0.02% of Swan Global Investments's portfolio in Q2 2026, its #69 holding.
  • Swan Global Investments first reported a position in Tesla in Q3 2025 and has held it in 4 quarters since.
  • 4,317 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Swan Global Investments's 13F filing for Q2 2026, filed 11 Aug 2026.