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BG Investment Services’s Tesla TSLA Stock Holding History

BG Investment Services’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 		$1.05M Sell
2,827
-814
-22% -$335K 0.87% 22
2025
Q4 		$1.64M Buy
3,641
+242
+7% +$107K 1.46% 20
2025
Q3 		$1.51M Buy
3,399
+754
+29% +$262K 1.49% 18
2025
Q2 		$840K Buy
2,645
+26
+1% +$7.83K 1.05% 22
2025
Q1 		$708K Buy
2,619
+701
+37% +$234K 0.76% 23
2024
Q4 		$775K Buy
+1,918
New +$617K 0.78% 20

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

BG Investment Services's TSLA Position: Q1 2026 in Review

BG Investment Services reduced its Tesla (TSLA) stake by 22% in Q1 2026, selling an estimated $335K and leaving 2,827 shares worth $1.05M. The position accounts for 0.87% of the portfolio, ranked #22.

BG Investment Services first reported a position in TSLA in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.64M in Q4 2025. 4,177 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

  • BG Investment Services held 2,827 shares of Tesla worth $1.05M as of Q1 2026.
  • BG Investment Services sold 814 Tesla shares in Q1 2026, an estimated $335K.
  • Tesla made up 0.87% of BG Investment Services's portfolio in Q1 2026, its #22 holding.
  • BG Investment Services first reported a position in Tesla in Q4 2024 and has held it in 6 quarters since.
  • BG Investment Services's Tesla position peaked at $1.64M in Q4 2025.
  • 4,177 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on BG Investment Services's 13F filing for Q1 2026, filed 8 May 2026.