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Bay Harbor Wealth Management’s Tesla TSLA Stock Holding History

Bay Harbor 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 		$492K Buy
1,169
+56
+5% +$22.3K 0.11% 49
2026
Q1 		$414K Buy
1,113
+11
+1% +$4.53K 0.11% 46
2025
Q4 		$496K Buy
1,102
+41
+4% +$18.2K 0.13% 46
2025
Q3 		$472K Buy
1,061
+2
+0.2% +$694 0.13% 46
2025
Q2 		$336K Buy
1,059
+55
+5% +$16.6K 0.1% 47
2025
Q1 		$260K Buy
1,004
+29
+3% +$9.66K 0.08% 46
2024
Q4 		$394K Hold
975
– – 0.13% 40
2024
Q3 		$255K Hold
975
– – 0.08% 43
2024
Q2 		$193K Hold
975
– – 0.07% 51
2024
Q1 		$171K Hold
975
– – 0.06% 54
2023
Q4 		$242K Hold
975
– – 0.09% 44
2023
Q3 		$244K Buy
975
+63
+7% +$16.2K 0.1% 41
2023
Q2 		$239K Hold
912
– – 0.1% 39
2023
Q1 		$189K Hold
912
– – 0.08% 39
2022
Q4 		$112K Buy
912
+909
+30,300% +$172K 0.05% 45
2022
Q3 		$1K Sell
3
-3
-50% -$838 ﹤0.01% 191
2022
Q2 		$1K Hold
6
– – ﹤0.01% 185
2022
Q1 		$2K Hold
6
– – ﹤0.01% 177
2021
Q4 		$2K Buy
+6
New +$2.01K ﹤0.01% 155
2021
Q1 		– Sell
-471
Closed -$111K – 404
2020
Q4 		$111K Sell
471
-144
-23% -$24.6K 0.05% 95
2020
Q3 		$88K Buy
615
+15
+3% +$1.77K 0.04% 120
2020
Q2 		$43K Hold
600
– – 0.02% 164
2020
Q1 		$21K Sell
600
-90
-13% -$3.73K 0.01% 186
2019
Q4 		$19K Hold
690
– – 0.01% 207
2019
Q3 		$11K Hold
690
– – 0.01% 235
2019
Q2 		$10K Buy
690
+90
+15% +$1.4K 0.01% 236
2019
Q1 		$11K Hold
600
– – 0.01% 269
2018
Q4 		$13K Buy
+600
New +$12.9K 0.01% 239

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

Bay Harbor Wealth Management's TSLA Position: Q2 2026 in Review

Bay Harbor Wealth Management increased its Tesla (TSLA) stake by 5% in Q2 2026, buying an estimated $22.3K and bringing the position to 1,169 shares worth $492K. The position accounts for 0.11% of the portfolio, ranked #49.

Bay Harbor Wealth Management first reported a position in TSLA in Q4 2018 and has held it in 28 quarters since. The position peaked at $496K in Q4 2025. 4,273 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Bay Harbor Wealth Management held 1,169 shares of Tesla worth $492K as of Q2 2026.
  • Bay Harbor Wealth Management bought 56 Tesla shares in Q2 2026, an estimated $22.3K.
  • Tesla made up 0.11% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #49 holding.
  • Bay Harbor Wealth Management first reported a position in Tesla in Q4 2018 and has held it in 28 quarters since.
  • Bay Harbor Wealth Management's Tesla position peaked at $496K in Q4 2025.
  • 4,273 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.