Beacon Financial Advisory
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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
Q3 		$3.4M Buy
9,574
+272
+3% +$97.3K 0.64% 27
2026
Q2 		$3.91M Buy
9,302
+135
+1% +$53.7K 0.77% 19
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 		$1.02M Sell
2,880
-7,623
-73% -$2.56M 0.47% 64
2021
Q3 		$2.72M 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% +$128K 0.51% 58
2020
Q3 		$368K Buy
+2,580
New +$305K 0.32% 110

Other funds holding TSLA

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Beacon Financial Advisory's TSLA Position: Q3 2026 in Review

Beacon Financial Advisory increased its Tesla (TSLA) stake by 2.9% in Q3 2026, buying an estimated $97.3K and bringing the position to 9,574 shares worth $3.4M. The position accounts for 0.64% of the portfolio, ranked #27.

Beacon Financial Advisory first reported a position in TSLA in Q3 2020 and has held it in 25 quarters since. The position peaked at $4.12M in Q3 2025. 2,958 funds tracked by Wall St. Rank hold TSLA as of Q3 2026.

  • Beacon Financial Advisory held 9,574 shares of Tesla worth $3.4M as of Q3 2026.
  • Beacon Financial Advisory bought 272 Tesla shares in Q3 2026, an estimated $97.3K.
  • Tesla made up 0.64% of Beacon Financial Advisory's portfolio in Q3 2026, its #27 holding.
  • Beacon Financial Advisory first reported a position in Tesla in Q3 2020 and has held it in 25 quarters since.
  • Beacon Financial Advisory's Tesla position peaked at $4.12M in Q3 2025.
  • 2,958 funds tracked by Wall St. Rank held Tesla as of Q3 2026.

Based on Beacon Financial Advisory's 13F filing for Q3 2026, filed 16 Oct 2026.