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Bell & Brown Wealth Advisors’s Tesla TSLA Stock Holding History

Bell & Brown Wealth 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
Q2 		$8.81M Buy
20,941
+2,534
+14% +$1.01M 2.67% 11
2026
Q1 		$6.84M Buy
18,407
+4,631
+34% +$1.91M 2.22% 14
2025
Q4 		$6.2M Buy
13,776
+149
+1% +$66K 1.99% 18
2025
Q3 		$6.06M Buy
13,627
+491
+4% +$170K 1.98% 19
2025
Q2 		$4.17M Sell
13,136
-104
-0.8% -$31.3K 1.49% 28
2025
Q1 		$3.43M Sell
13,240
-638
-5% -$213K 1.34% 32
2024
Q4 		$5.6M Sell
13,878
-181
-1% -$58.2K 2.09% 20
2024
Q3 		$3.68M Sell
14,059
-172
-1% -$39.2K 1.44% 29
2024
Q2 		$2.82M Buy
14,231
+1,379
+11% +$241K 1.08% 30
2024
Q1 		$2.26M Buy
12,852
+728
+6% +$142K 0.97% 43
2023
Q4 		$3.01M Buy
+12,124
New +$2.88M 1.4% 26
2023
Q2 		$3.24M Buy
12,395
+89
+0.7% +$17.8K 1.62% 24
2023
Q1 		$2.55M Buy
12,306
+6,609
+116% +$1.15M 1.36% 35
2022
Q4 		$702K Buy
5,697
+1,807
+46% +$342K 0.39% 54
2022
Q3 		$1.03M Sell
3,890
-70
-2% -$19.5K 0.64% 49
2022
Q2 		$889K Buy
3,960
+75
+2% +$20.5K 0.48% 55
2022
Q1 		$1.4M Sell
3,885
-444
-10% -$138K 0.63% 50
2021
Q4 		$1.35M Buy
4,329
+711
+20% +$238K 0.65% 52
2021
Q3 		$935K Buy
+3,618
New +$852K 0.5% 53
2020
Q3 		$581K Sell
4,062
-588
-13% -$69.4K 0.42% 53
2020
Q2 		$459K Sell
4,650
-1,050
-18% -$56.8K 0.36% 58
2020
Q1 		$307K Sell
5,700
-525
-8% -$21.8K 0.29% 64
2019
Q4 		$220K Buy
+6,225
New +$135K 0.16% 77

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

Bell & Brown Wealth Advisors's TSLA Position: Q2 2026 in Review

Bell & Brown Wealth Advisors increased its Tesla (TSLA) stake by 14% in Q2 2026, buying an estimated $1.01M and bringing the position to 20,941 shares worth $8.81M. The position accounts for 2.67% of the portfolio, ranked #11.

Bell & Brown Wealth Advisors first reported a position in TSLA in Q4 2019 and has held it in 23 quarters since. 4,292 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Bell & Brown Wealth Advisors held 20,941 shares of Tesla worth $8.81M as of Q2 2026.
  • Bell & Brown Wealth Advisors bought 2,534 Tesla shares in Q2 2026, an estimated $1.01M.
  • Tesla made up 2.67% of Bell & Brown Wealth Advisors's portfolio in Q2 2026, its #11 holding.
  • Bell & Brown Wealth Advisors first reported a position in Tesla in Q4 2019 and has held it in 23 quarters since.
  • 4,292 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Bell & Brown Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.