Beacon Bridge Wealth Partners’s Tesla TSLA Stock Holding History

Beacon Bridge 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 Q1	$712K	Buy	1,915 +255	+15%	+$105K	0.24%	63
2025 Q4	$747K	Buy	1,660 +56	+3%	+$24.8K	0.25%	65
2025 Q3	$713K	Buy	1,604 +37	+2%	+$12.8K	0.25%	57
2025 Q2	$498K	Sell	1,567 -396	-20%	-$119K	0.2%	61
2025 Q1	$509K	Sell	1,963 -2,136	-52%	-$712K	0.22%	63
2024 Q4	$1.66M	Sell	4,099 -325	-7%	-$105K	0.7%	36
2024 Q3	$1.16M	Hold	4,424	–	–	0.5%	45
2024 Q2	$875K	Buy	4,424 +237	+6%	+$41.4K	0.4%	48
2024 Q1	$736K	Buy	4,187 +100	+2%	+$19.5K	0.35%	50
2023 Q4	$1.02M	Buy	4,087 +22	+0.5%	+$5.23K	0.51%	41
2023 Q3	$1.02M	Buy	4,065 +183	+5%	+$47K	0.54%	37
2023 Q2	$1.02M	Sell	3,882 -27	-0.7%	-$5.4K	0.52%	33
2023 Q1	$811K	Buy	3,909 +366	+10%	+$63.8K	0.49%	32
2022 Q4	$436K	Buy	+3,543	New	+$671K	0.32%	39

Other funds holding TSLA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Beacon Bridge Wealth Partners's TSLA Position: Q1 2026 in Review

Beacon Bridge Wealth Partners increased its Tesla (TSLA) stake by 15% in Q1 2026, buying an estimated $105K and bringing the position to 1,915 shares worth $712K. The position accounts for 0.24% of the portfolio, ranked #63.

Beacon Bridge Wealth Partners first reported a position in TSLA in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.66M in Q4 2024. 4,174 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

Beacon Bridge Wealth Partners held 1,915 shares of Tesla worth $712K as of Q1 2026.
Beacon Bridge Wealth Partners bought 255 Tesla shares in Q1 2026, an estimated $105K.
Tesla made up 0.24% of Beacon Bridge Wealth Partners's portfolio in Q1 2026, its #63 holding.
Beacon Bridge Wealth Partners first reported a position in Tesla in Q4 2022 and has held it in 14 quarters since.
Beacon Bridge Wealth Partners's Tesla position peaked at $1.66M in Q4 2024.
4,174 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Beacon Bridge Wealth Partners's 13F filing for Q1 2026, filed 5 May 2026.