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Baker Tilly Wealth Management’s Tesla TSLA Stock Holding History

Baker Tilly Wealth 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 		$4.95M Sell
11,776
-432
-4% -$172K 1.05% 22
2026
Q1 		$4.54M Buy
12,208
+755
+7% +$311K 1.1% 24
2025
Q4 		$5.15M Buy
11,453
+283
+3% +$125K 1.27% 20
2025
Q3 		$4.97M Sell
11,170
-216
-2% -$74.9K 1.12% 24
2025
Q2 		$3.62M Sell
11,386
-478
-4% -$144K 1.29% 18
2025
Q1 		$3.07M Buy
11,864
+238
+2% +$79.3K 1.21% 16
2024
Q4 		$4.7M Buy
11,626
+648
+6% +$208K 1.84% 11
2024
Q3 		$2.87M Buy
10,978
+1,840
+20% +$420K 1.27% 15
2024
Q2 		$1.81M Sell
9,138
-4,666
-34% -$815K 0.74% 24
2024
Q1 		$2.43M Sell
13,804
-4,148
-23% -$810K 0.44% 53
2023
Q4 		$4.46M Sell
17,952
-3,253
-15% -$773K 0.73% 20
2023
Q3 		$5.31M Sell
21,205
-20,807
-50% -$5.34M 0.87% 18
2023
Q2 		$11M Buy
42,012
+5,034
+14% +$1.01M 1.15% 15
2023
Q1 		$7.67M Buy
36,978
+8,332
+29% +$1.45M 0.86% 19
2022
Q4 		$3.53M Buy
28,646
+7,931
+38% +$1.5M 0.43% 56
2022
Q3 		$5.5M Buy
20,715
+1,215
+6% +$339K 0.75% 23
2022
Q2 		$4.38M Buy
19,500
+1,788
+10% +$488K 0.57% 37
2022
Q1 		$6.36M Buy
17,712
+7,794
+79% +$2.43M 0.7% 25
2021
Q4 		$3.49M Sell
9,918
-4,704
-32% -$1.58M 0.38% 53
2021
Q3 		$3.78M Buy
14,622
+567
+4% +$133K 0.5% 41
2021
Q2 		$3.18M Buy
14,055
+219
+2% +$47.5K 0.51% 42
2021
Q1 		$3.08M Sell
13,836
-2,628
-16% -$660K 0.63% 31
2020
Q4 		$3.87M Buy
+16,464
New +$2.81M 1.2% 10

Other funds holding TSLA

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
HAM
Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
NAH
Neumann Advisory (HK) Central, Hong Kong $356M AUM 37.48% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Baker Tilly Wealth Management's TSLA Position: Q2 2026 in Review

Baker Tilly Wealth Management reduced its Tesla (TSLA) stake by 3.5% in Q2 2026, selling an estimated $172K and leaving 11,776 shares worth $4.95M. The position accounts for 1.05% of the portfolio, ranked #22.

Baker Tilly Wealth Management first reported a position in TSLA in Q4 2020 and has held it in 23 quarters since. The position peaked at $11M in Q2 2023. 1,293 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Baker Tilly Wealth Management held 11,776 shares of Tesla worth $4.95M as of Q2 2026.
  • Baker Tilly Wealth Management sold 432 Tesla shares in Q2 2026, an estimated $172K.
  • Tesla made up 1.05% of Baker Tilly Wealth Management's portfolio in Q2 2026, its #22 holding.
  • Baker Tilly Wealth Management first reported a position in Tesla in Q4 2020 and has held it in 23 quarters since.
  • Baker Tilly Wealth Management's Tesla position peaked at $11M in Q2 2023.
  • 1,293 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.