Beacon Pointe Advisors’s Tesla TSLA Stock Holding History

Beacon Pointe Advisors’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	$558K	Hold	1,500	–	–	﹤0.01%	1246
2025 Q4	$675K	Hold	1,500	–	–	﹤0.01%	970
2025 Q3	$667K	Buy	+1,500	New	+$520K	0.01%	910
2025 Q2	–	Sell	-300	Closed	-$77.7K	–	1287
2025 Q1	$77.7K	Buy	+300	New	+$100K	﹤0.01%	1193
2024 Q1	–	Sell	-6,000	Closed	-$1.49M	–	1412
2023 Q4	$1.49M	Sell	6,000 -2,800	-32%	-$665K	0.02%	555
2023 Q3	$2.2M	Buy	8,800 +800	+10%	+$206K	0.03%	442
2023 Q2	$2.09M	Buy	+8,000	New	+$1.6M	0.03%	362

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 Pointe Advisors's TSLA Position: Q1 2026 in Review

Beacon Pointe Advisors increased its Tesla (TSLA) stake by 37% in Q1 2026, buying an estimated $13.4M and bringing the position to 120,931 shares worth $45M. The position accounts for 0.24% of the portfolio, ranked #92.

Beacon Pointe Advisors first reported a position in TSLA in Q4 2018 and has held it in 28 quarters since. 4,175 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

Beacon Pointe Advisors held 120,931 shares of Tesla worth $45M as of Q1 2026.
Beacon Pointe Advisors bought 32,432 Tesla shares in Q1 2026, an estimated $13.4M.
Tesla made up 0.24% of Beacon Pointe Advisors's portfolio in Q1 2026, its #92 holding.
Beacon Pointe Advisors first reported a position in Tesla in Q4 2018 and has held it in 28 quarters since.
4,175 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.