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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
Q2 		$382K Sell
909
-200
-18% -$79.5K 1.23% 19
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Berry Wealth Group's TSLA Position: Q2 2026 in Review

Berry Wealth Group reduced its Tesla (TSLA) stake by 18% in Q2 2026, selling an estimated $79.5K and leaving 909 shares worth $382K. The position accounts for 1.23% of the portfolio, ranked #19.

Berry Wealth Group first reported a position in TSLA in Q4 2023 and has held it in 11 quarters since. The position peaked at $609K in Q4 2024. 4,292 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Berry Wealth Group held 909 shares of Tesla worth $382K as of Q2 2026.
  • Berry Wealth Group sold 200 Tesla shares in Q2 2026, an estimated $79.5K.
  • Tesla made up 1.23% of Berry Wealth Group's portfolio in Q2 2026, its #19 holding.
  • Berry Wealth Group first reported a position in Tesla in Q4 2023 and has held it in 11 quarters since.
  • Berry Wealth Group's Tesla position peaked at $609K in Q4 2024.
  • 4,292 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Berry Wealth Group's 13F filing for Q2 2026, filed 12 Aug 2026.