BFG
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Berger Financial Group’s Tesla TSLA Stock Holding History

Berger Financial Group’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 		$4.51M Sell
12,142
-37
-0.3% -$15.2K 0.25% 90
2025
Q4 		$5.48M Sell
12,179
-686
-5% -$304K 0.32% 73
2025
Q3 		$5.72M Sell
12,865
-386
-3% -$134K 0.34% 71
2025
Q2 		$4.21M Sell
13,251
-2
-0% -$603 0.27% 93
2025
Q1 		$3.43M Buy
13,253
+1,074
+9% +$358K 0.24% 99
2024
Q4 		$4.92M Sell
12,179
-116
-0.9% -$37.3K 0.34% 75
2024
Q3 		$3.22M Buy
12,295
+297
+2% +$67.7K 0.23% 96
2024
Q2 		$2.37M Sell
11,998
-176
-1% -$30.8K 0.19% 106
2024
Q1 		$2.14M Buy
12,174
+1,602
+15% +$313K 0.18% 115
2023
Q4 		$2.63M Buy
10,572
+59
+0.6% +$14K 0.27% 89
2023
Q3 		$2.63M Sell
10,513
-2,929
-22% -$752K 0.3% 86
2023
Q2 		$3.52M Buy
13,442
+893
+7% +$179K 0.4% 77
2023
Q1 		$2.6M Sell
12,549
-737
-6% -$129K 0.31% 82
2022
Q4 		$1.64M Buy
13,286
+280
+2% +$53K 0.22% 88
2022
Q3 		$3.45M Sell
13,006
-245
-2% -$68.4K 0.51% 60
2022
Q2 		$2.98M Buy
13,251
+1,056
+9% +$288K 0.43% 63
2022
Q1 		$4.38M Buy
12,195
+1,104
+10% +$344K 0.56% 57
2021
Q4 		$3.91M Buy
11,091
+7,524
+211% +$2.52M 0.52% 66
2021
Q3 		$922K Buy
3,567
+21
+0.6% +$4.94K 0.17% 81
2021
Q2 		$803K Buy
3,546
+21
+0.6% +$4.56K 0.15% 88
2021
Q1 		$785K Buy
3,525
+267
+8% +$67K 0.17% 82
2020
Q4 		$766K Buy
+3,258
New +$556K 0.13% 101

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

Berger Financial Group's TSLA Position: Q1 2026 in Review

Berger Financial Group reduced its Tesla (TSLA) stake by 0.3% in Q1 2026, selling an estimated $15.2K and leaving 12,142 shares worth $4.51M. The position accounts for 0.25% of the portfolio, ranked #90.

Berger Financial Group first reported a position in TSLA in Q4 2020 and has held it in 22 quarters since. The position peaked at $5.72M in Q3 2025. 4,177 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

  • Berger Financial Group held 12,142 shares of Tesla worth $4.51M as of Q1 2026.
  • Berger Financial Group sold 37 Tesla shares in Q1 2026, an estimated $15.2K.
  • Tesla made up 0.25% of Berger Financial Group's portfolio in Q1 2026, its #90 holding.
  • Berger Financial Group first reported a position in Tesla in Q4 2020 and has held it in 22 quarters since.
  • Berger Financial Group's Tesla position peaked at $5.72M in Q3 2025.
  • 4,177 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Berger Financial Group's 13F filing for Q1 2026, filed 28 Apr 2026.