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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
2025
Q4 		– Hold
0
– -$294K – 452
2025
Q3 		– Hold
0
– – – 272
2025
Q1 		– Hold
0
– -$189K – 369
2024
Q4 		– Hold
0
– – – 281
2024
Q3 		– Hold
0
– – – 279
2024
Q2 		– Hold
0
– -$24.6M – 343
2024
Q1 		– Sell
-46,000
Closed -$8.99M – 2
2023
Q4 		$135K Buy
+46,000
New +$10.9M 0.04% 221

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.