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Bernard Wealth Management’s Tesla TSLA Stock Holding History

Bernard Wealth Management’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 		$358K Hold
963
– – 0.15% 49
2025
Q4 		$433K Buy
963
+750
+352% +$332K 0.18% 47
2025
Q3 		$94.7K Hold
213
– – 0.04% 95
2025
Q2 		$67.7K Sell
213
-25
-11% -$7.53K 0.03% 109
2025
Q1 		$61.7K Hold
238
– – 0.03% 109
2024
Q4 		$96.1K Buy
+238
New +$76.6K 0.05% 85

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

Bernard Wealth Management's TSLA Position: Q1 2026 in Review

Bernard Wealth Management held its Tesla (TSLA) position steady in Q1 2026 at 963 shares worth $358K. The position accounts for 0.15% of the portfolio, ranked #49.

Bernard Wealth Management first reported a position in TSLA in Q4 2024 and has held it in 6 quarters since. The position peaked at $433K in Q4 2025. 4,174 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

  • Bernard Wealth Management held 963 shares of Tesla worth $358K as of Q1 2026.
  • Bernard Wealth Management left its Tesla share count unchanged in Q1 2026.
  • Tesla made up 0.15% of Bernard Wealth Management's portfolio in Q1 2026, its #49 holding.
  • Bernard Wealth Management first reported a position in Tesla in Q4 2024 and has held it in 6 quarters since.
  • Bernard Wealth Management's Tesla position peaked at $433K in Q4 2025.
  • 4,174 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Bernard Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.