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Beacon Financial Advisory’s Tesla TSLA Stock Holding History

Beacon Financial Advisory’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 		$3.41M Buy
9,167
+154
+2% +$63.4K 0.77% 22
2025
Q4 		$4.05M Sell
9,013
-242
-3% -$107K 0.94% 17
2025
Q3 		$4.12M Buy
9,255
+118
+1% +$40.9K 0.95% 17
2025
Q2 		$2.9M Buy
9,137
+1,635
+22% +$493K 0.75% 24
2025
Q1 		$1.94M Buy
7,502
+143
+2% +$47.7K 0.59% 30
2024
Q4 		$2.97M Buy
7,359
+59
+0.8% +$19K 0.97% 17
2024
Q3 		$1.91M Buy
7,300
+467
+7% +$106K 0.65% 30
2024
Q2 		$1.35M Buy
6,833
+209
+3% +$36.5K 0.5% 41
2024
Q1 		$1.16M Buy
6,624
+604
+10% +$118K 0.57% 39
2023
Q4 		$1.5M Sell
6,020
-269
-4% -$63.9K 0.72% 29
2023
Q3 		$1.57M Buy
6,289
+1,972
+46% +$507K 0.87% 25
2023
Q2 		$1.13M Buy
4,317
+622
+17% +$124K 0.65% 40
2023
Q1 		$767K Buy
3,695
+1,525
+70% +$266K 0.49% 61
2022
Q4 		$267K Sell
2,170
-149
-6% -$28.2K 0.19% 149
2022
Q3 		$615K Sell
2,319
-525
-18% -$147K 0.44% 73
2022
Q2 		$638K Hold
2,844
– – 0.36% 88
2022
Q1 		$1.02M Sell
2,844
-36
-1% -$11.2K 0.49% 59
2021
Q4 		$1.01M Sell
2,880
-7,623
-73% -$2.56M 0.47% 64
2021
Q3 		$2.71M Buy
10,503
+7,554
+256% +$1.78M 1.41% 13
2021
Q2 		$668K Sell
2,949
-348
-11% -$75.5K 0.36% 91
2021
Q1 		$734K Sell
3,297
-36
-1% -$9.04K 0.42% 83
2020
Q4 		$783K Buy
3,333
+753
+29% +$129K 0.51% 58
2020
Q3 		$368K Buy
+2,580
New +$305K 0.32% 110

Other funds holding TSLA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Beacon Financial Advisory's TSLA Position: Q1 2026 in Review

Beacon Financial Advisory increased its Tesla (TSLA) stake by 1.7% in Q1 2026, buying an estimated $63.4K and bringing the position to 9,167 shares worth $3.41M. The position accounts for 0.77% of the portfolio, ranked #22.

Beacon Financial Advisory first reported a position in TSLA in Q3 2020 and has held it in 23 quarters since. The position peaked at $4.12M in Q3 2025. 4,177 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

  • Beacon Financial Advisory held 9,167 shares of Tesla worth $3.41M as of Q1 2026.
  • Beacon Financial Advisory bought 154 Tesla shares in Q1 2026, an estimated $63.4K.
  • Tesla made up 0.77% of Beacon Financial Advisory's portfolio in Q1 2026, its #22 holding.
  • Beacon Financial Advisory first reported a position in Tesla in Q3 2020 and has held it in 23 quarters since.
  • Beacon Financial Advisory's Tesla position peaked at $4.12M in Q3 2025.
  • 4,177 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Beacon Financial Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.