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Bernicke Wealth Management’s Tesla TSLA Stock Holding History

Bernicke 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
Q2 		$2.66M Sell
6,325
-131
-2% -$52.1K 0.31% 27
2026
Q1 		$2.4M Sell
6,456
-45
-0.7% -$18.5K 0.31% 28
2025
Q4 		$2.92M Buy
+6,501
New +$2.88M 0.38% 26

Other funds holding TSLA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
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
VPM
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bernicke Wealth Management's TSLA Position: Q2 2026 in Review

Bernicke Wealth Management reduced its Tesla (TSLA) stake by 2% in Q2 2026, selling an estimated $52.1K and leaving 6,325 shares worth $2.66M. The position accounts for 0.31% of the portfolio, ranked #27.

Bernicke Wealth Management first reported a position in TSLA in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.92M in Q4 2025. 3,703 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Bernicke Wealth Management held 6,325 shares of Tesla worth $2.66M as of Q2 2026.
  • Bernicke Wealth Management sold 131 Tesla shares in Q2 2026, an estimated $52.1K.
  • Tesla made up 0.31% of Bernicke Wealth Management's portfolio in Q2 2026, its #27 holding.
  • Bernicke Wealth Management first reported a position in Tesla in Q4 2025 and has held it in 3 quarters since.
  • Bernicke Wealth Management's Tesla position peaked at $2.92M in Q4 2025.
  • 3,703 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Bernicke Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.