Bradley & Co Private Wealth Management’s Tesla TSLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.85M Sell
6,783
-985
-13% -$392K 1.36% 16
2026
Q1
$2.89M Sell
7,768
-231
-3% -$95.2K 1.52% 15
2025
Q4
$3.6M Sell
7,999
-1,797
-18% -$797K 1.9% 14
2025
Q3
$4.36M Sell
9,796
-319
-3% -$111K 2.41% 13
2025
Q2
$3.21M Hold
10,115
1.97% 14
2025
Q1
$2.62M Sell
10,115
-870
-8% -$290K 1.79% 14
2024
Q4
$4.44M Buy
+10,985
New +$3.53M 2.77% 13
2024
Q2
$5.25M Sell
26,532
-1,198
-4% -$209K 3.88% 12
2024
Q1
$4.87M Buy
27,730
+8,812
+47% +$1.72M 3.94% 12
2023
Q4
$4.7M Buy
18,918
+84
+0.4% +$20K 4.35% 10
2023
Q3
$4.71M Buy
18,834
+86
+0.5% +$22.1K 4.92% 11
2023
Q2
$4.91M Sell
18,748
-1,329
-7% -$266K 4.86% 12
2023
Q1
$4.17M Sell
20,077
-685
-3% -$119K 4.56% 12
2022
Q4
$2.56M Sell
20,762
-42
-0.2% -$7.95K 3.11% 12
2022
Q3
$5.52M Buy
20,804
+1,010
+5% +$282K 6.58% 6
2022
Q2
$4.44M Sell
19,794
-225
-1% -$61.4K 4.9% 9
2022
Q1
$7.19M Buy
20,019
+1,428
+8% +$445K 6.18% 5
2021
Q4
$6.55M Sell
18,591
-519
-3% -$174K 5.25% 7
2021
Q3
$4.94M Buy
19,110
+297
+2% +$69.9K 4.26% 12
2021
Q2
$4.26M Buy
18,813
+165
+0.9% +$35.8K 3.72% 12
2021
Q1
$4.15M Buy
+18,648
New +$4.68M 3.83% 11

Other funds holding TSLA

Bradley & Co Private Wealth Management's TSLA Position: Q2 2026 in Review

Bradley & Co Private Wealth Management reduced its Tesla (TSLA) stake by 13% in Q2 2026, selling an estimated $392K and leaving 6,783 shares worth $2.85M. The position accounts for 1.36% of the portfolio, ranked #16.

Bradley & Co Private Wealth Management first reported a position in TSLA in Q1 2021 and has held it in 21 quarters since. The position peaked at $7.19M in Q1 2022. 4,308 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Bradley & Co Private Wealth Management held 6,783 shares of Tesla worth $2.85M as of Q2 2026.
  • Bradley & Co Private Wealth Management sold 985 Tesla shares in Q2 2026, an estimated $392K.
  • Tesla made up 1.36% of Bradley & Co Private Wealth Management's portfolio in Q2 2026, its #16 holding.
  • Bradley & Co Private Wealth Management first reported a position in Tesla in Q1 2021 and has held it in 21 quarters since.
  • Bradley & Co Private Wealth Management's Tesla position peaked at $7.19M in Q1 2022.
  • 4,308 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Bradley & Co Private Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.