Bollard Group’s Tesla TSLA Stock Holding History

Bollard Group’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	$10.2M	Sell	24,224 -11,040	-31%	-$4.39M	0.31%	47
2026 Q1	$13.1M	Buy	35,264 +666	+2%	+$274K	0.39%	38
2025 Q4	$15.6M	Sell	34,598 -6,049	-15%	-$2.68M	0.39%	31
2025 Q3	$18.1M	Buy	40,647 +1,213	+3%	+$421K	0.42%	30
2025 Q2	$12.5M	Buy	39,434 +39,129	+12,829%	+$11.8M	0.29%	37
2025 Q1	$79K	Hold	305	–	–	﹤0.01%	203
2024 Q4	$123K	Hold	305	–	–	﹤0.01%	176
2024 Q3	$80K	Hold	305	–	–	﹤0.01%	218
2024 Q2	$60K	Hold	305	–	–	﹤0.01%	225
2024 Q1	$54K	Hold	305	–	–	﹤0.01%	221
2023 Q4	$76K	Hold	305	–	–	﹤0.01%	205
2023 Q3	$76K	Hold	305	–	–	﹤0.01%	195
2023 Q2	$80K	Buy	305 +205	+205%	+$41K	﹤0.01%	201
2023 Q1	$21K	Hold	100	–	–	﹤0.01%	241
2022 Q4	$12K	Buy	+100	New	+$18.9K	﹤0.01%	242

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 $3.37T AUM 44.26% 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

Bollard Group's TSLA Position: Q2 2026 in Review

Bollard Group reduced its Tesla (TSLA) stake by 31% in Q2 2026, selling an estimated $4.39M and leaving 24,224 shares worth $10.2M. The position accounts for 0.31% of the portfolio, ranked #47.

Bollard Group first reported a position in TSLA in Q4 2022 and has held it in 15 quarters since. The position peaked at $18.1M in Q3 2025. 4,272 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

Bollard Group held 24,224 shares of Tesla worth $10.2M as of Q2 2026.
Bollard Group sold 11,040 Tesla shares in Q2 2026, an estimated $4.39M.
Tesla made up 0.31% of Bollard Group's portfolio in Q2 2026, its #47 holding.
Bollard Group first reported a position in Tesla in Q4 2022 and has held it in 15 quarters since.
Bollard Group's Tesla position peaked at $18.1M in Q3 2025.
4,272 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Bollard Group's 13F filing for Q2 2026, filed 12 Aug 2026.