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Birchcreek Wealth Management’s Tesla TSLA Stock Holding History

Birchcreek Wealth Management’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 		$384K Sell
913
-9
-1% -$3.58K 0.15% 96
2026
Q1 		$343K Hold
922
– – 0.17% 85
2025
Q4 		$415K Sell
922
-127
-12% -$56.3K 0.2% 76
2025
Q3 		$466K Buy
1,049
+5
+0.5% +$1.73K 0.24% 69
2025
Q2 		$332K Buy
1,044
+35
+3% +$10.5K 0.19% 86
2025
Q1 		$261K Buy
1,009
+20
+2% +$6.67K 0.17% 94
2024
Q4 		$399K Sell
989
-70
-7% -$22.5K 0.25% 77
2024
Q3 		$277K Buy
+1,059
New +$242K 0.18% 94
2024
Q1 		– Sell
-854
Closed -$212K – 160
2023
Q4 		$212K Buy
+854
New +$203K 0.13% 129
2023
Q3 		– Sell
-922
Closed -$241K – 140
2023
Q2 		$241K Buy
+922
New +$184K 0.17% 114

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

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

Birchcreek Wealth Management reduced its Tesla (TSLA) stake by 0.98% in Q2 2026, selling an estimated $3.58K and leaving 913 shares worth $384K. The position accounts for 0.15% of the portfolio, ranked #96.

Birchcreek Wealth Management first reported a position in TSLA in Q2 2023 and has held it in 10 quarters since. The position peaked at $466K in Q3 2025. 4,294 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Birchcreek Wealth Management held 913 shares of Tesla worth $384K as of Q2 2026.
  • Birchcreek Wealth Management sold 9 Tesla shares in Q2 2026, an estimated $3.58K.
  • Tesla made up 0.15% of Birchcreek Wealth Management's portfolio in Q2 2026, its #96 holding.
  • Birchcreek Wealth Management first reported a position in Tesla in Q2 2023 and has held it in 10 quarters since.
  • Birchcreek Wealth Management's Tesla position peaked at $466K in Q3 2025.
  • 4,294 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Birchcreek Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.