BFG
TSLA icon

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
Q2 		– Hold
0
– -$149K – 508
2026
Q1 		– Hold
0
– – – 461

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

Berger Financial Group's TSLA Position: Q2 2026 in Review

Berger Financial Group increased its Tesla (TSLA) stake by 1.4% in Q2 2026, buying an estimated $66K and bringing the position to 12,308 shares worth $5.18M. The position accounts for 0.26% of the portfolio, ranked #82.

Berger Financial Group first reported a position in TSLA in Q4 2020 and has held it in 23 quarters since. The position peaked at $5.72M in Q3 2025. 4,292 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Berger Financial Group held 12,308 shares of Tesla worth $5.18M as of Q2 2026.
  • Berger Financial Group bought 166 Tesla shares in Q2 2026, an estimated $66K.
  • Tesla made up 0.26% of Berger Financial Group's portfolio in Q2 2026, its #82 holding.
  • Berger Financial Group first reported a position in Tesla in Q4 2020 and has held it in 23 quarters since.
  • Berger Financial Group's Tesla position peaked at $5.72M in Q3 2025.
  • 4,292 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Berger Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.