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Berkeley Capital Partners’s Tesla TSLA Stock Holding History

Berkeley Capital Partners’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 		$1.1M Sell
2,610
-145
-5% -$57.7K 0.23% 92
2026
Q1 		$1.02M Buy
2,755
+112
+4% +$46.1K 0.24% 91
2025
Q4 		$1.19M Buy
2,643
+219
+9% +$97.1K 0.28% 72
2025
Q3 		$1.08M Sell
2,424
-177
-7% -$61.4K 0.25% 82
2025
Q2 		$826K Sell
2,601
-242
-9% -$72.9K 0.21% 92
2025
Q1 		$737K Buy
2,843
+195
+7% +$65K 0.2% 99
2024
Q4 		$1.07M Sell
2,648
-1,210
-31% -$389K 0.3% 69
2024
Q3 		$1.01M Sell
3,858
-937
-20% -$214K 0.29% 76
2024
Q2 		$949K Buy
4,795
+69
+1% +$12.1K 0.29% 72
2024
Q1 		$831K Sell
4,726
-401
-8% -$78.3K 0.25% 81
2023
Q4 		$1.27M Sell
5,127
-28
-0.5% -$6.65K 0.42% 43
2023
Q3 		$1.29M Buy
5,155
+69
+1% +$17.7K 0.47% 40
2023
Q2 		$1.33M Sell
5,086
-126
-2% -$25.2K 0.47% 42
2023
Q1 		$1.08M Buy
5,212
+81
+2% +$14.1K 0.4% 49
2022
Q4 		$632K Buy
+5,131
New +$972K 0.24% 81

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

Berkeley Capital Partners's TSLA Position: Q2 2026 in Review

Berkeley Capital Partners reduced its Tesla (TSLA) stake by 5.3% in Q2 2026, selling an estimated $57.7K and leaving 2,610 shares worth $1.1M. The position accounts for 0.23% of the portfolio, ranked #92.

Berkeley Capital Partners first reported a position in TSLA in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.33M in Q2 2023. 4,292 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Berkeley Capital Partners held 2,610 shares of Tesla worth $1.1M as of Q2 2026.
  • Berkeley Capital Partners sold 145 Tesla shares in Q2 2026, an estimated $57.7K.
  • Tesla made up 0.23% of Berkeley Capital Partners's portfolio in Q2 2026, its #92 holding.
  • Berkeley Capital Partners first reported a position in Tesla in Q4 2022 and has held it in 15 quarters since.
  • Berkeley Capital Partners's Tesla position peaked at $1.33M in Q2 2023.
  • 4,292 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Berkeley Capital Partners's 13F filing for Q2 2026, filed 6 Aug 2026.