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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
2025
Q3 		– Sell
-400
Closed -$127K – 1590
2025
Q2 		$127K Hold
400
– – 0.01% 302
2025
Q1 		$111K Buy
+400
New +$133K 0.01% 295
2024
Q4 		– Hold
0
– – – 239

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

Bogart Wealth LLC's TSLA Position: Q1 2026 in Review

Bogart Wealth LLC increased its Tesla (TSLA) stake by 170% in Q1 2026, buying an estimated $797K and bringing the position to 3,075 shares worth $1.14M. The position accounts for 0.04% of the portfolio, ranked #128.

Bogart Wealth LLC first reported a position in TSLA in Q1 2019 and has held it in 26 quarters since. The position peaked at $1.31M in Q3 2025. 4,175 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

  • Bogart Wealth LLC held 3,075 shares of Tesla worth $1.14M as of Q1 2026.
  • Bogart Wealth LLC bought 1,934 Tesla shares in Q1 2026, an estimated $797K.
  • Tesla made up 0.04% of Bogart Wealth LLC's portfolio in Q1 2026, its #128 holding.
  • Bogart Wealth LLC first reported a position in Tesla in Q1 2019 and has held it in 26 quarters since.
  • Bogart Wealth LLC's Tesla position peaked at $1.31M in Q3 2025.
  • 4,175 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Bogart Wealth LLC's 13F filing for Q1 2026, filed 28 Apr 2026.