Berkeley Inc’s Tesla TSLA Stock Holding History

Berkeley Inc’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	$305K	Hold	725	–	–	0.1%	74
2026 Q1	$270K	Sell	725 -75	-9%	-$30.9K	0.09%	71
2025 Q4	$360K	Buy	+800	New	+$355K	0.11%	66

Other funds holding TSLA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Berkeley Inc's TSLA Position: Q2 2026 in Review

Berkeley Inc held its Tesla (TSLA) position steady in Q2 2026 at 725 shares worth $305K. The position accounts for 0.1% of the portfolio, ranked #74.

Berkeley Inc first reported a position in TSLA in Q4 2025 and has held it in 3 quarters since. The position peaked at $360K in Q4 2025. 4,292 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

Berkeley Inc held 725 shares of Tesla worth $305K as of Q2 2026.
Berkeley Inc left its Tesla share count unchanged in Q2 2026.
Tesla made up 0.1% of Berkeley Inc's portfolio in Q2 2026, its #74 holding.
Berkeley Inc first reported a position in Tesla in Q4 2025 and has held it in 3 quarters since.
Berkeley Inc's Tesla position peaked at $360K in Q4 2025.
4,292 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Berkeley Inc's 13F filing for Q2 2026, filed 24 Jul 2026.