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Waterloo Capital’s Tesla TSLA Stock Holding History

Waterloo Capital’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 		$7.76M Buy
18,456
+1,703
+10% +$677K 0.44% 56
2026
Q1 		$6.23M Sell
16,753
-383
-2% -$158K 0.44% 53
2025
Q4 		$7.71M Buy
17,136
+440
+3% +$195K 0.55% 40
2025
Q3 		$7.43M Buy
16,696
+2,211
+15% +$767K 0.55% 39
2025
Q2 		$4.6M Buy
14,485
+1,728
+14% +$521K 0.37% 58
2025
Q1 		$3.31M Buy
12,757
+1,773
+16% +$591K 0.31% 88
2024
Q4 		$4.44M Buy
10,984
+795
+8% +$256K 0.47% 52
2024
Q3 		$2.67M Buy
10,189
+489
+5% +$112K 0.29% 86
2024
Q2 		$1.92M Buy
9,700
+1,942
+25% +$339K 0.23% 101
2024
Q1 		$1.36M Buy
7,758
+1,112
+17% +$217K 0.17% 119
2023
Q4 		$1.65M Buy
6,646
+1,636
+33% +$389K 0.27% 95
2023
Q3 		$1.25M Buy
5,010
+2,349
+88% +$603K 0.37% 57
2023
Q2 		$697K Buy
2,661
+144
+6% +$28.8K 0.21% 71
2023
Q1 		$522K Buy
+2,517
New +$439K 0.16% 86

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

Waterloo Capital's TSLA Position: Q2 2026 in Review

Waterloo Capital increased its Tesla (TSLA) stake by 10% in Q2 2026, buying an estimated $677K and bringing the position to 18,456 shares worth $7.76M. The position accounts for 0.44% of the portfolio, ranked #56.

Waterloo Capital first reported a position in TSLA in Q1 2023 and has held it in 14 quarters since. 4,292 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Waterloo Capital held 18,456 shares of Tesla worth $7.76M as of Q2 2026.
  • Waterloo Capital bought 1,703 Tesla shares in Q2 2026, an estimated $677K.
  • Tesla made up 0.44% of Waterloo Capital's portfolio in Q2 2026, its #56 holding.
  • Waterloo Capital first reported a position in Tesla in Q1 2023 and has held it in 14 quarters since.
  • 4,292 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Waterloo Capital's 13F filing for Q2 2026, filed 29 Jul 2026.