Baldwin Wealth Partners’s Tesla TSLA Stock Holding History

Baldwin 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	$744K	Hold	1,770	–	–	0.05%	124
2026 Q1	$658K	Sell	1,770 -192	-10%	-$79.1K	0.05%	129
2025 Q4	$882K	Buy	1,962 +252	+15%	+$112K	0.06%	119
2025 Q3	$760K	Sell	1,710 -106	-6%	-$36.8K	0.05%	123
2025 Q2	$577K	Buy	1,816 +154	+9%	+$46.4K	0.04%	137
2025 Q1	$431K	Sell	1,662 -72	-4%	-$24K	0.03%	156
2024 Q4	$700K	Sell	1,734 -5,569	-76%	-$1.79M	0.05%	121
2024 Q3	$1.91M	Buy	7,303 +94	+1%	+$21.4K	0.13%	88
2024 Q2	$1.43M	Sell	7,209 -3,671	-34%	-$642K	0.11%	87
2024 Q1	$1.91M	Sell	10,880 -250	-2%	-$48.8K	0.14%	83
2023 Q4	$2.77M	Sell	11,130 -70	-0.6%	-$16.6K	0.22%	76
2023 Q3	$2.8M	Buy	11,200 +70	+0.6%	+$18K	0.24%	76
2023 Q2	$2.91M	Sell	11,130 -145	-1%	-$29K	0.24%	78
2023 Q1	$2.34M	Buy	11,275 +5,547	+97%	+$968K	0.2%	87
2022 Q4	$706K	Sell	5,728 -3,743	-40%	-$709K	0.06%	131
2022 Q3	$2.51M	Buy	9,471 +3,420	+57%	+$955K	0.35%	47
2022 Q2	$1.36M	Buy	6,051 +6	+0.1%	+$1.64K	0.18%	60
2022 Q1	$2.17M	Sell	6,045 -42	-0.7%	-$13.1K	0.23%	58
2021 Q4	$2.14M	Buy	6,087 +4,950	+435%	+$1.66M	0.21%	59
2021 Q3	$294K	Sell	1,137 -162	-12%	-$38.1K	0.03%	167
2021 Q2	$294K	Buy	1,299 +9	+0.7%	+$1.95K	0.03%	160
2021 Q1	$287K	Buy	1,290 +270	+26%	+$67.8K	0.03%	147
2020 Q4	$240K	Buy	1,020 +600	+143%	+$102K	0.03%	155
2020 Q3	$60K	Hold	420	–	–	0.01%	274
2020 Q2	$30K	Hold	420	–	–	﹤0.01%	353
2020 Q1	$15K	Hold	420	–	–	﹤0.01%	397
2019 Q4	$12K	Buy	420 +195	+87%	+$4.23K	﹤0.01%	447
2019 Q3	$4K	Hold	225	–	–	﹤0.01%	485
2019 Q2	$3K	Hold	225	–	–	﹤0.01%	489
2019 Q1	$4K	Hold	225	–	–	﹤0.01%	480
2018 Q4	$5K	Hold	225	–	–	﹤0.01%	466
2018 Q3	$4K	Hold	225	–	–	﹤0.01%	494
2018 Q2	$5K	Hold	225	–	–	﹤0.01%	478
2018 Q1	$4K	Sell	225 -750	-77%	-$16.5K	﹤0.01%	461
2017 Q4	$20K	Hold	975	–	–	﹤0.01%	376
2017 Q3	$22K	Hold	975	–	–	﹤0.01%	361
2017 Q2	$24K	Buy	975 +225	+30%	+$4.95K	﹤0.01%	358
2017 Q1	$14K	Hold	750	–	–	﹤0.01%	406
2016 Q4	$11K	Sell	750 -1,500	-67%	-$19.7K	﹤0.01%	436
2016 Q3	$31K	Hold	2,250	–	–	0.01%	340
2016 Q2	$32K	Sell	2,250 -6,375	-74%	-$96.6K	0.01%	302
2016 Q1	$132K	Buy	+8,625	New	+$113K	0.02%	214
2015 Q1	–	Sell	-17,775	Closed	-$264K	–	261
2014 Q4	$264K	Buy	17,775 +3,000	+20%	+$46.9K	0.04%	210
2014 Q3	$239K	Hold	14,775	–	–	0.03%	229
2014 Q2	$236K	Hold	14,775	–	–	0.04%	220
2014 Q1	$205K	Buy	+14,775	New	+$198K	0.03%	223

Other funds holding TSLA

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

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

Baldwin Wealth Partners held its Tesla (TSLA) position steady in Q2 2026 at 1,770 shares worth $744K. The position accounts for 0.05% of the portfolio, ranked #124.

Baldwin Wealth Partners first reported a position in TSLA in Q1 2014 and has held it in 46 quarters since. The position peaked at $2.91M in Q2 2023. 2,101 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

Baldwin Wealth Partners held 1,770 shares of Tesla worth $744K as of Q2 2026.
Baldwin Wealth Partners left its Tesla share count unchanged in Q2 2026.
Tesla made up 0.05% of Baldwin Wealth Partners's portfolio in Q2 2026, its #124 holding.
Baldwin Wealth Partners first reported a position in Tesla in Q1 2014 and has held it in 46 quarters since.
Baldwin Wealth Partners's Tesla position peaked at $2.91M in Q2 2023.
2,101 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Baldwin Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.