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Blue Bell Private Wealth Management’s Tesla TSLA Stock Holding History

Blue Bell Private 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 		$577K Sell
1,371
-1,085
-44% -$432K 0.07% 172
2026
Q1 		$913K Sell
2,456
-30
-1% -$12.4K 0.13% 118
2025
Q4 		$1.12M Buy
2,486
+524
+27% +$232K 0.16% 99
2025
Q3 		$873K Sell
1,962
-39
-2% -$13.5K 0.13% 107
2025
Q2 		$636K Buy
2,001
+729
+57% +$220K 0.11% 115
2025
Q1 		$330K Buy
1,272
+207
+19% +$69K 0.06% 167
2024
Q4 		$430K Buy
1,065
+14
+1% +$4.5K 0.08% 136
2024
Q3 		$275K Sell
1,051
-88
-8% -$20.1K 0.05% 185
2024
Q2 		$225K Sell
1,139
-20
-2% -$3.5K 0.05% 186
2024
Q1 		$204K Buy
1,159
+53
+5% +$10.4K 0.04% 184
2023
Q4 		$275K Buy
1,106
+93
+9% +$22.1K 0.07% 138
2023
Q3 		$253K Buy
1,013
+67
+7% +$17.2K 0.07% 124
2023
Q2 		$248K Buy
946
+55
+6% +$11K 0.07% 125
2023
Q1 		$185K Sell
891
-4
-0.4% -$698 0.06% 125
2022
Q4 		$110K Buy
895
+129
+17% +$24.4K 0.04% 156
2022
Q3 		$203K Buy
766
+37
+5% +$10.3K 0.07% 105
2022
Q2 		$164K Sell
729
-75
-9% -$20.5K 0.06% 115
2022
Q1 		$289K Buy
804
+84
+12% +$26.2K 0.08% 88
2021
Q4 		$254K Buy
+720
New +$241K 0.07% 94

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

Blue Bell Private Wealth Management's TSLA Position: Q2 2026 in Review

Blue Bell Private Wealth Management reduced its Tesla (TSLA) stake by 44% in Q2 2026, selling an estimated $432K and leaving 1,371 shares worth $577K. The position accounts for 0.07% of the portfolio, ranked #172.

Blue Bell Private Wealth Management first reported a position in TSLA in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.12M in Q4 2025. 4,282 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Blue Bell Private Wealth Management held 1,371 shares of Tesla worth $577K as of Q2 2026.
  • Blue Bell Private Wealth Management sold 1,085 Tesla shares in Q2 2026, an estimated $432K.
  • Tesla made up 0.07% of Blue Bell Private Wealth Management's portfolio in Q2 2026, its #172 holding.
  • Blue Bell Private Wealth Management first reported a position in Tesla in Q4 2021 and has held it in 19 quarters since.
  • Blue Bell Private Wealth Management's Tesla position peaked at $1.12M in Q4 2025.
  • 4,282 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

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