BigSur Wealth Management’s Tesla TSLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$417K Hold
991
0.1% 130
2026
Q1
$368K Hold
991
0.1% 134
2025
Q4
$446K Hold
991
0.11% 124
2025
Q3
$441K Buy
+991
New +$344K 0.11% 126
2025
Q2
Sell
-3,491
Closed -$905K 159
2025
Q1
$905K Buy
+3,491
New +$1.16M 0.25% 89

Other funds holding TSLA

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

BigSur Wealth Management held its Tesla (TSLA) position steady in Q2 2026 at 991 shares worth $417K. The position accounts for 0.1% of the portfolio, ranked #130.

BigSur Wealth Management first reported a position in TSLA in Q1 2025 and has held it in 5 quarters since. The position peaked at $905K in Q1 2025. 1,093 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • BigSur Wealth Management held 991 shares of Tesla worth $417K as of Q2 2026.
  • BigSur Wealth Management left its Tesla share count unchanged in Q2 2026.
  • Tesla made up 0.1% of BigSur Wealth Management's portfolio in Q2 2026, its #130 holding.
  • BigSur Wealth Management first reported a position in Tesla in Q1 2025 and has held it in 5 quarters since.
  • BigSur Wealth Management's Tesla position peaked at $905K in Q1 2025.
  • 1,093 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on BigSur Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.