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Birchwood Financial Partners’s Tesla TSLA Stock Holding History

Birchwood Financial Partners’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 		$13.9K Sell
33
-1
-3% -$398 0.01% 257
2026
Q1 		$12.6K Hold
34
– – 0.01% 261
2025
Q4 		$15.3K Buy
+34
New +$15.1K 0.02% 251

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

Birchwood Financial Partners's TSLA Position: Q2 2026 in Review

Birchwood Financial Partners reduced its Tesla (TSLA) stake by 2.9% in Q2 2026, selling an estimated $398 and leaving 33 shares worth $13.9K. The position accounts for 0.01% of the portfolio, ranked #257.

Birchwood Financial Partners first reported a position in TSLA in Q4 2025 and has held it in 3 quarters since. The position peaked at $15.3K in Q4 2025. 4,277 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Birchwood Financial Partners held 33 shares of Tesla worth $13.9K as of Q2 2026.
  • Birchwood Financial Partners sold 1 Tesla share in Q2 2026, an estimated $398.
  • Tesla made up 0.01% of Birchwood Financial Partners's portfolio in Q2 2026, its #257 holding.
  • Birchwood Financial Partners first reported a position in Tesla in Q4 2025 and has held it in 3 quarters since.
  • Birchwood Financial Partners's Tesla position peaked at $15.3K in Q4 2025.
  • 4,277 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Birchwood Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.