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Bogart Wealth LLC’s Tesla TSLA Stock Holding History

Bogart Wealth LLC’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 		$1.45M Buy
3,436
+361
+12% +$144K 0.05% 127
2026
Q1 		$1.14M Buy
3,075
+1,934
+170% +$797K 0.04% 128
2025
Q4 		$513K Sell
1,141
-1,812
-61% -$803K 0.02% 167
2025
Q3 		$1.31M Buy
2,953
+89
+3% +$30.9K 0.05% 119
2025
Q2 		$910K Buy
2,864
+504
+21% +$152K 0.04% 131
2025
Q1 		$612K Buy
2,360
+1,216
+106% +$405K 0.03% 146
2024
Q4 		$462K Sell
1,144
-1,180
-51% -$380K 0.02% 159
2024
Q3 		$608K Buy
2,324
+1,035
+80% +$236K 0.03% 144
2024
Q2 		$255K Sell
1,289
-1,186
-48% -$207K 0.01% 190
2024
Q1 		$435K Sell
2,475
-229
-8% -$44.7K 0.02% 151
2023
Q4 		$672K Buy
2,704
+489
+22% +$116K 0.04% 136
2023
Q3 		$554K Buy
2,215
+511
+30% +$131K 0.03% 137
2023
Q2 		$446K Buy
1,704
+120
+8% +$24K 0.03% 149
2023
Q1 		$329K Buy
1,584
+122
+8% +$21.3K 0.02% 152
2022
Q4 		$180K Sell
1,462
-67
-4% -$12.7K 0.01% 185
2022
Q3 		$406K Buy
1,529
+266
+21% +$74.3K 0.03% 135
2022
Q2 		$284K Buy
1,263
+942
+293% +$257K 0.02% 146
2022
Q1 		$115K Buy
321
+3
+0.9% +$934 0.01% 194
2021
Q4 		$112K Buy
318
+21
+7% +$7.04K 0.01% 187
2021
Q3 		$77K Sell
297
-3
-1% -$706 0.01% 214
2021
Q2 		$68K Buy
300
+27
+10% +$5.86K 0.01% 219
2021
Q1 		$61K Buy
273
+111
+69% +$27.9K 0.01% 212
2020
Q4 		$38K Buy
162
+69
+74% +$11.8K 0.01% 217
2020
Q3 		$13K Buy
93
+48
+107% +$5.67K ﹤0.01% 283
2020
Q2 		$3K Hold
45
– – ﹤0.01% 375
2020
Q1 		$2K Buy
+45
New +$1.86K ﹤0.01% 373
2019
Q2 		– Sell
-300
Closed -$5K – 369
2019
Q1 		$5K Buy
+300
New +$6.02K ﹤0.01% 288

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 $3.38T AUM 44.17% 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

Bogart Wealth LLC's TSLA Position: Q2 2026 in Review

Bogart Wealth LLC increased its Tesla (TSLA) stake by 12% in Q2 2026, buying an estimated $144K and bringing the position to 3,436 shares worth $1.45M. The position accounts for 0.05% of the portfolio, ranked #127.

Bogart Wealth LLC first reported a position in TSLA in Q1 2019 and has held it in 27 quarters since. 4,317 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Bogart Wealth LLC held 3,436 shares of Tesla worth $1.45M as of Q2 2026.
  • Bogart Wealth LLC bought 361 Tesla shares in Q2 2026, an estimated $144K.
  • Tesla made up 0.05% of Bogart Wealth LLC's portfolio in Q2 2026, its #127 holding.
  • Bogart Wealth LLC first reported a position in Tesla in Q1 2019 and has held it in 27 quarters since.
  • 4,317 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.