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Beacon Investment Advisory Services’s Tesla TSLA Stock Holding History

Beacon Investment Advisory Services’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 		$302K Buy
717
+24
+3% +$9.54K 0.01% 221
2026
Q1 		$258K Sell
693
-75
-10% -$30.9K 0.01% 225
2025
Q4 		$345K Buy
768
+231
+43% +$102K 0.01% 201
2025
Q3 		$239K Sell
537
-156
-23% -$54.1K 0.01% 231
2025
Q2 		$220K Sell
693
-99
-13% -$29.8K 0.01% 235
2025
Q1 		$205K Hold
792
– – 0.01% 227
2024
Q4 		$320K Hold
792
– – 0.01% 201
2024
Q3 		$207K Sell
792
-510
-39% -$116K 0.01% 245
2024
Q2 		$258K Buy
+1,302
New +$228K 0.01% 232
2024
Q1 		– Sell
-2,263
Closed -$562K – 277
2023
Q4 		$562K Buy
2,263
+79
+4% +$18.8K 0.03% 172
2023
Q3 		$546K Buy
2,184
+45
+2% +$11.6K 0.03% 185
2023
Q2 		$560K Sell
2,139
-132
-6% -$26.4K 0.03% 188
2023
Q1 		$471K Buy
2,271
+18
+0.8% +$3.14K 0.02% 195
2022
Q4 		$278K Buy
2,253
+134
+6% +$25.4K 0.01% 238
2022
Q3 		$562K Buy
2,119
+1
+0% +$279 0.03% 177
2022
Q2 		$476K Buy
2,118
+258
+14% +$70.4K 0.02% 196
2022
Q1 		$668K Sell
1,860
-300
-14% -$93.4K 0.03% 187
2021
Q4 		$761K Buy
2,160
+333
+18% +$112K 0.03% 187
2021
Q3 		$472K Buy
+1,827
New +$430K 0.02% 209

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

Beacon Investment Advisory Services's TSLA Position: Q2 2026 in Review

Beacon Investment Advisory Services increased its Tesla (TSLA) stake by 3.5% in Q2 2026, buying an estimated $9.54K and bringing the position to 717 shares worth $302K. The position accounts for 0.01% of the portfolio, ranked #221.

Beacon Investment Advisory Services first reported a position in TSLA in Q3 2021 and has held it in 19 quarters since. The position peaked at $761K in Q4 2021. 4,272 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Beacon Investment Advisory Services held 717 shares of Tesla worth $302K as of Q2 2026.
  • Beacon Investment Advisory Services bought 24 Tesla shares in Q2 2026, an estimated $9.54K.
  • Tesla made up 0.01% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #221 holding.
  • Beacon Investment Advisory Services first reported a position in Tesla in Q3 2021 and has held it in 19 quarters since.
  • Beacon Investment Advisory Services's Tesla position peaked at $761K in Q4 2021.
  • 4,272 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.