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Berry Wealth Group’s Tesla TSLA Stock Holding History

Berry Wealth Group’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 		$412K Hold
1,109
– – 1.54% 16
2025
Q4 		$499K Sell
1,109
-90
-8% -$39.9K 1.75% 15
2025
Q3 		$533K Sell
1,199
-609
-34% -$211K 1.74% 14
2025
Q2 		$574K Buy
1,808
+46
+3% +$13.9K 0.4% 40
2025
Q1 		$457K Buy
1,762
+253
+17% +$84.3K 0.36% 42
2024
Q4 		$609K Buy
1,509
+48
+3% +$15.4K 0.44% 38
2024
Q3 		$382K Sell
1,461
-25
-2% -$5.7K 0.27% 48
2024
Q2 		$294K Buy
1,486
+60
+4% +$10.5K 0.23% 52
2024
Q1 		$251K Buy
1,426
+24
+2% +$4.69K 0.21% 64
2023
Q4 		$348K Buy
+1,402
New +$333K 0.32% 47

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

Berry Wealth Group's TSLA Position: Q1 2026 in Review

Berry Wealth Group held its Tesla (TSLA) position steady in Q1 2026 at 1,109 shares worth $412K. The position accounts for 1.54% of the portfolio, ranked #16.

Berry Wealth Group first reported a position in TSLA in Q4 2023 and has held it in 10 quarters since. The position peaked at $609K in Q4 2024. 4,174 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

  • Berry Wealth Group held 1,109 shares of Tesla worth $412K as of Q1 2026.
  • Berry Wealth Group left its Tesla share count unchanged in Q1 2026.
  • Tesla made up 1.54% of Berry Wealth Group's portfolio in Q1 2026, its #16 holding.
  • Berry Wealth Group first reported a position in Tesla in Q4 2023 and has held it in 10 quarters since.
  • Berry Wealth Group's Tesla position peaked at $609K in Q4 2024.
  • 4,174 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Berry Wealth Group's 13F filing for Q1 2026, filed 22 Apr 2026.