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Beaton Management Company’s Tesla TSLA Stock Holding History

Beaton Management Company’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 		$1.53M Buy
4,120
+100
+2% +$41.2K 0.68% 44
2025
Q4 		$1.81M Sell
4,020
-42
-1% -$18.6K 0.8% 39
2025
Q3 		$1.81M Sell
4,062
-19
-0.5% -$6.59K 0.82% 39
2025
Q2 		$1.3M Hold
4,081
– – 0.63% 50
2025
Q1 		$1.06M Buy
4,081
+200
+5% +$66.7K 0.55% 55
2024
Q4 		$1.57M Hold
3,881
– – 0.79% 39
2024
Q3 		$1.01M Sell
3,881
-1,300
-25% -$296K 0.51% 58
2024
Q2 		$1.02M Buy
5,181
+1,346
+35% +$235K 0.55% 54
2024
Q1 		$674K Buy
3,835
+246
+7% +$48.1K 0.37% 74
2023
Q4 		$892K Hold
3,589
– – 0.53% 59
2023
Q3 		$898K Buy
3,589
+15
+0.4% +$3.85K 0.58% 55
2023
Q2 		$936K Hold
3,574
– – 0.59% 52
2023
Q1 		$741K Buy
3,574
+19
+0.5% +$3.31K 0.5% 63
2022
Q4 		$438K Buy
3,555
+1,206
+51% +$228K 0.29% 84
2022
Q3 		$623K Hold
2,349
– – 0.47% 63
2022
Q2 		$527K Buy
2,349
+15
+0.6% +$4.09K 0.37% 71
2022
Q1 		$838K Buy
2,334
+90
+4% +$28K 0.52% 59
2021
Q4 		$790K Sell
2,244
-75
-3% -$25.2K 0.47% 59
2021
Q3 		$499K Hold
2,319
– – 0.33% 79
2021
Q2 		$525K Hold
2,319
– – 0.33% 81
2021
Q1 		$516K Buy
2,319
+114
+5% +$28.6K 0.36% 78
2020
Q4 		$519K Buy
2,205
+30
+1% +$5.12K 0.38% 76
2020
Q3 		$311K Buy
+2,175
New +$257K 0.26% 89

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

Beaton Management Company's TSLA Position: Q1 2026 in Review

Beaton Management Company increased its Tesla (TSLA) stake by 2.5% in Q1 2026, buying an estimated $41.2K and bringing the position to 4,120 shares worth $1.53M. The position accounts for 0.68% of the portfolio, ranked #44.

Beaton Management Company first reported a position in TSLA in Q3 2020 and has held it in 23 quarters since. The position peaked at $1.81M in Q4 2025. 4,175 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

  • Beaton Management Company held 4,120 shares of Tesla worth $1.53M as of Q1 2026.
  • Beaton Management Company bought 100 Tesla shares in Q1 2026, an estimated $41.2K.
  • Tesla made up 0.68% of Beaton Management Company's portfolio in Q1 2026, its #44 holding.
  • Beaton Management Company first reported a position in Tesla in Q3 2020 and has held it in 23 quarters since.
  • Beaton Management Company's Tesla position peaked at $1.81M in Q4 2025.
  • 4,175 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Beaton Management Company's 13F filing for Q1 2026, filed 12 May 2026.