Berman McAleer’s Tesla TSLA Stock Holding History

Berman McAleer’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	$717K	Buy	1,704 +93	+6%	+$37K	0.08%	85
2026 Q1	$599K	Buy	1,611 +457	+40%	+$188K	0.08%	86
2025 Q4	$519K	Hold	1,154	–	–	0.07%	93
2025 Q3	$513K	Buy	+1,154	New	+$400K	0.07%	92

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

Berman McAleer's TSLA Position: Q2 2026 in Review

Berman McAleer increased its Tesla (TSLA) stake by 5.8% in Q2 2026, buying an estimated $37K and bringing the position to 1,704 shares worth $717K. The position accounts for 0.08% of the portfolio, ranked #85.

Berman McAleer first reported a position in TSLA in Q3 2025 and has held it in 4 quarters since. 4,268 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

Berman McAleer held 1,704 shares of Tesla worth $717K as of Q2 2026.
Berman McAleer bought 93 Tesla shares in Q2 2026, an estimated $37K.
Tesla made up 0.08% of Berman McAleer's portfolio in Q2 2026, its #85 holding.
Berman McAleer first reported a position in Tesla in Q3 2025 and has held it in 4 quarters since.
4,268 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Berman McAleer's 13F filing for Q2 2026, filed 16 Jul 2026.