Barnes Wealth Management Group’s Tesla TSLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$974K Sell
2,316
-176
-7% -$70K 0.45% 58
2026
Q1
$926K Buy
2,492
+128
+5% +$52.7K 0.47% 59
2025
Q4
$1.06M Sell
2,364
-157
-6% -$69.6K 0.57% 48
2025
Q3
$1.12M Buy
2,521
+27
+1% +$9.37K 0.62% 44
2025
Q2
$792K Buy
2,494
+59
+2% +$17.8K 0.47% 56
2025
Q1
$631K Sell
2,435
-100
-4% -$33.3K 0.41% 62
2024
Q4
$1.02M Buy
+2,535
New +$816K 0.69% 41

Other funds holding TSLA

Barnes Wealth Management Group's TSLA Position: Q2 2026 in Review

Barnes Wealth Management Group reduced its Tesla (TSLA) stake by 7.1% in Q2 2026, selling an estimated $70K and leaving 2,316 shares worth $974K. The position accounts for 0.45% of the portfolio, ranked #58.

Barnes Wealth Management Group first reported a position in TSLA in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.12M in Q3 2025. 1,606 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Barnes Wealth Management Group held 2,316 shares of Tesla worth $974K as of Q2 2026.
  • Barnes Wealth Management Group sold 176 Tesla shares in Q2 2026, an estimated $70K.
  • Tesla made up 0.45% of Barnes Wealth Management Group's portfolio in Q2 2026, its #58 holding.
  • Barnes Wealth Management Group first reported a position in Tesla in Q4 2024 and has held it in 7 quarters since.
  • Barnes Wealth Management Group's Tesla position peaked at $1.12M in Q3 2025.
  • 1,606 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Barnes Wealth Management Group's 13F filing for Q2 2026, filed 24 Jul 2026.