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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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.