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BNC Wealth Management’s Tesla TSLA Stock Holding History

BNC 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
Q1 		$10.5M Sell
28,158
-7,126
-20% -$2.94M 2.9% 6
2025
Q4 		$15.9M Sell
35,284
-1,665
-5% -$738K 4.07% 6
2025
Q3 		$16.4M Buy
36,949
+550
+2% +$191K 4.15% 6
2025
Q2 		$11.6M Sell
36,399
-1,025
-3% -$309K 3.43% 6
2025
Q1 		$9.7M Sell
37,424
-3,522
-9% -$1.17M 3.49% 6
2024
Q4 		$16.5M Buy
40,946
+843
+2% +$271K 5.44% 4
2024
Q3 		$10.5M Buy
40,103
+464
+1% +$106K 3.87% 6
2024
Q2 		$7.84M Buy
39,639
+3,126
+9% +$546K 2.91% 7
2024
Q1 		$6.42M Buy
36,513
+2,116
+6% +$413K 2.75% 9
2023
Q4 		$8.55M Buy
34,397
+9,707
+39% +$2.31M 4.04% 5
2023
Q3 		$6.18M Buy
24,690
+309
+1% +$79.4K 3.31% 6
2023
Q2 		$6.38M Buy
24,381
+11,355
+87% +$2.27M 3.39% 5
2023
Q1 		$2.7M Buy
13,026
+8,490
+187% +$1.48M 1.51% 17
2022
Q4 		$559K Sell
4,536
-9,267
-67% -$1.75M 0.33% 65
2022
Q3 		$3.66M Buy
13,803
+237
+2% +$66.2K 2.21% 10
2022
Q2 		$3.04M Sell
13,566
-618
-4% -$169K 1.59% 14
2022
Q1 		$5.09M Buy
14,184
+5,823
+70% +$1.81M 2.51% 7
2021
Q4 		$2.94M Buy
8,361
+171
+2% +$57.4K 1.39% 20
2021
Q3 		$2.12M Buy
8,190
+2,160
+36% +$508K 1.26% 28
2021
Q2 		$1.37M Buy
6,030
+636
+12% +$138K 0.83% 41
2021
Q1 		$1.2M Sell
5,394
-114
-2% -$28.6K 0.85% 39
2020
Q4 		$1.3M Buy
5,508
+4,443
+417% +$758K 0.82% 40
2020
Q3 		$152K Buy
+1,065
New +$126K 0.11% 94

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

BNC Wealth Management's TSLA Position: Q1 2026 in Review

BNC Wealth Management reduced its Tesla (TSLA) stake by 20% in Q1 2026, selling an estimated $2.94M and leaving 28,158 shares worth $10.5M. The position accounts for 2.9% of the portfolio, ranked #6.

BNC Wealth Management first reported a position in TSLA in Q3 2020 and has held it in 23 quarters since. The position peaked at $16.5M in Q4 2024. 4,174 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

  • BNC Wealth Management held 28,158 shares of Tesla worth $10.5M as of Q1 2026.
  • BNC Wealth Management sold 7,126 Tesla shares in Q1 2026, an estimated $2.94M.
  • Tesla made up 2.9% of BNC Wealth Management's portfolio in Q1 2026, its #6 holding.
  • BNC Wealth Management first reported a position in Tesla in Q3 2020 and has held it in 23 quarters since.
  • BNC Wealth Management's Tesla position peaked at $16.5M in Q4 2024.
  • 4,174 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on BNC Wealth Management's 13F filing for Q1 2026, filed 13 Apr 2026.