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Balance Wealth’s Tesla TSLA Stock Holding History

Balance Wealth’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 		$1.6M Buy
3,798
+645
+20% +$257K 0.42% 50
2026
Q1 		$1.17M Buy
3,153
+406
+15% +$167K 0.36% 56
2025
Q4 		$1.24M Sell
2,747
-12
-0.4% -$5.32K 0.4% 55
2025
Q3 		$1.23M Buy
2,759
+1,063
+63% +$369K 0.3% 55
2025
Q2 		$539K Buy
1,696
+328
+24% +$98.8K 0.32% 67
2025
Q1 		$355K Buy
+1,368
New +$456K 0.23% 87

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

Balance Wealth's TSLA Position: Q2 2026 in Review

Balance Wealth increased its Tesla (TSLA) stake by 20% in Q2 2026, buying an estimated $257K and bringing the position to 3,798 shares worth $1.6M. The position accounts for 0.42% of the portfolio, ranked #50.

Balance Wealth first reported a position in TSLA in Q1 2025 and has held it in 6 quarters since. 1,453 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Balance Wealth held 3,798 shares of Tesla worth $1.6M as of Q2 2026.
  • Balance Wealth bought 645 Tesla shares in Q2 2026, an estimated $257K.
  • Tesla made up 0.42% of Balance Wealth's portfolio in Q2 2026, its #50 holding.
  • Balance Wealth first reported a position in Tesla in Q1 2025 and has held it in 6 quarters since.
  • 1,453 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Balance Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.