BWP
TSLA icon

Balboa Wealth Partners’s Tesla TSLA Stock Holding History

Balboa Wealth Partners’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 		$50.4M Sell
119,742
-950
-0.8% -$378K 6.86% 1
2026
Q1 		$44.9M Sell
120,692
-408
-0.3% -$168K 7.53% 2
2025
Q4 		$54.5M Sell
121,100
-1,927
-2% -$854K 9.01% 1
2025
Q3 		$54.7M Sell
123,027
-1,514
-1% -$525K 9.43% 1
2025
Q2 		$39.6M Sell
124,541
-1,428
-1% -$430K 7.93% 2
2025
Q1 		$32.6M Sell
125,969
-392
-0.3% -$131K 7.88% 1
2024
Q4 		$51M Sell
126,361
-14,542
-10% -$4.68M 11.64% 1
2024
Q3 		$36.9M Sell
140,903
-1,036
-0.7% -$236K 9.18% 2
2024
Q2 		$28.1M Buy
+141,939
New +$24.8M 7.42% 2
2024
Q1 		– Sell
-138,588
Closed -$27.1M – 316
2023
Q4 		$34.4M Sell
138,588
-1,622
-1% -$385K 11.44% 1
2023
Q3 		$35.1M Sell
140,210
-4,808
-3% -$1.24M 13.16% 1
2023
Q2 		$38M Sell
145,018
-2,234
-2% -$447K 13.24% 1
2023
Q1 		$30.5M Buy
147,252
+1,054
+0.7% +$184K 11.54% 1
2022
Q4 		$18M Buy
146,198
+1,175
+0.8% +$222K 8.12% 1
2022
Q3 		$38.5M Buy
+145,023
New +$40.5M 16.92% 1

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

Balboa Wealth Partners's TSLA Position: Q2 2026 in Review

Balboa Wealth Partners reduced its Tesla (TSLA) stake by 0.79% in Q2 2026, selling an estimated $378K and leaving 119,742 shares worth $50.4M. The position accounts for 6.86% of the portfolio, ranked #1.

Balboa Wealth Partners first reported a position in TSLA in Q3 2022 and has held it in 15 quarters since. The position peaked at $54.7M in Q3 2025. 4,286 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Balboa Wealth Partners held 119,742 shares of Tesla worth $50.4M as of Q2 2026.
  • Balboa Wealth Partners sold 950 Tesla shares in Q2 2026, an estimated $378K.
  • Tesla made up 6.86% of Balboa Wealth Partners's portfolio in Q2 2026, its #1 holding.
  • Balboa Wealth Partners first reported a position in Tesla in Q3 2022 and has held it in 15 quarters since.
  • Balboa Wealth Partners's Tesla position peaked at $54.7M in Q3 2025.
  • 4,286 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.