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Beverly Hills Private Wealth’s Tesla TSLA Stock Holding History

Beverly Hills Private Wealth’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 		– Sell
-1,342
Closed -$499K – 357
2026
Q1 		$499K Buy
1,342
+845
+170% +$348K 0.08% 185
2025
Q4 		$224K Sell
497
-2
-0.4% -$887 0.04% 302
2025
Q3 		$222K Buy
+499
New +$173K 0.04% 312
2025
Q1 		– Sell
-586
Closed -$237K – 350
2024
Q4 		$237K Buy
+586
New +$189K 0.05% 298

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

Beverly Hills Private Wealth's TSLA Position: Q2 2026 in Review

Beverly Hills Private Wealth sold out of Tesla (TSLA) in Q2 2026, closing a stake of 1,342 shares — an estimated $499K sold.

Beverly Hills Private Wealth first reported a position in TSLA in Q4 2024 and held it in 4 quarters. The position peaked at $499K in Q1 2026. 4,282 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Beverly Hills Private Wealth reported no remaining Tesla position as of Q2 2026 after selling out during the quarter.
  • Beverly Hills Private Wealth sold 1,342 Tesla shares in Q2 2026, an estimated $499K.
  • Beverly Hills Private Wealth first reported a position in Tesla in Q4 2024 and held it in 4 quarters.
  • Beverly Hills Private Wealth's Tesla position peaked at $499K in Q1 2026.
  • 4,282 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.