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Base Wealth Management’s Tesla TSLA Stock Holding History

Base Wealth Management’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 		$409K Hold
973
– – 0.19% 46
2026
Q1 		$362K Sell
973
-512
-34% -$211K 0.2% 45
2025
Q4 		$668K Buy
1,485
+166
+13% +$73.6K 0.36% 37
2025
Q3 		$586K Buy
1,319
+19
+1% +$6.59K 0.33% 37
2025
Q2 		$413K Buy
1,300
+87
+7% +$26.2K 0.26% 40
2025
Q1 		$314K Buy
+1,213
New +$404K 0.24% 40

Other funds holding TSLA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Base Wealth Management's TSLA Position: Q2 2026 in Review

Base Wealth Management held its Tesla (TSLA) position steady in Q2 2026 at 973 shares worth $409K. The position accounts for 0.19% of the portfolio, ranked #46.

Base Wealth Management first reported a position in TSLA in Q1 2025 and has held it in 6 quarters since. The position peaked at $668K in Q4 2025. 3,442 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Base Wealth Management held 973 shares of Tesla worth $409K as of Q2 2026.
  • Base Wealth Management left its Tesla share count unchanged in Q2 2026.
  • Tesla made up 0.19% of Base Wealth Management's portfolio in Q2 2026, its #46 holding.
  • Base Wealth Management first reported a position in Tesla in Q1 2025 and has held it in 6 quarters since.
  • Base Wealth Management's Tesla position peaked at $668K in Q4 2025.
  • 3,442 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

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