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Bauman Advisory Group’s Tesla TSLA Stock Holding History

Bauman Advisory Group’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 		$281K Sell
668
-171
-20% -$68K 0.15% 67
2026
Q1 		$312K Buy
839
+23
+3% +$9.47K 0.22% 56
2025
Q4 		$367K Buy
+816
New +$362K 0.3% 43

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

Bauman Advisory Group's TSLA Position: Q2 2026 in Review

Bauman Advisory Group reduced its Tesla (TSLA) stake by 20% in Q2 2026, selling an estimated $68K and leaving 668 shares worth $281K. The position accounts for 0.15% of the portfolio, ranked #67.

Bauman Advisory Group first reported a position in TSLA in Q4 2025 and has held it in 3 quarters since. The position peaked at $367K in Q4 2025. 4,286 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Bauman Advisory Group held 668 shares of Tesla worth $281K as of Q2 2026.
  • Bauman Advisory Group sold 171 Tesla shares in Q2 2026, an estimated $68K.
  • Tesla made up 0.15% of Bauman Advisory Group's portfolio in Q2 2026, its #67 holding.
  • Bauman Advisory Group first reported a position in Tesla in Q4 2025 and has held it in 3 quarters since.
  • Bauman Advisory Group's Tesla position peaked at $367K in Q4 2025.
  • 4,286 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Bauman Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.