Brendel Financial Advisors’s Tesla TSLA Stock Holding History

Brendel Financial Advisors’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 Q1	$3.48M	Buy	9,348 +482	+5%	+$199K	1.72%	28
2025 Q4	$3.99M	Buy	8,866 +125	+1%	+$55.4K	1.96%	21
2025 Q3	$3.89M	Sell	8,741 -881	-9%	-$306K	2%	18
2025 Q2	$3.06M	Sell	9,622 -782	-8%	-$236K	1.71%	25
2025 Q1	$2.7M	Sell	10,404 -205	-2%	-$68.3K	1.64%	22
2024 Q4	$4.28M	Sell	10,609 -1,111	-9%	-$357K	2.59%	5
2024 Q3	$3.07M	Buy	11,720 +68	+0.6%	+$15.5K	1.74%	21
2024 Q2	$2.31M	Buy	11,652 +3,472	+42%	+$607K	1.47%	30
2024 Q1	$1.44M	Buy	8,180 +515	+7%	+$101K	1.65%	25
2023 Q4	$1.91M	Buy	7,665 +414	+6%	+$98.4K	1.25%	33
2023 Q3	$1.81M	Buy	7,251 +228	+3%	+$58.6K	2.69%	17
2023 Q2	$1.84M	Sell	7,023 -2,466	-26%	-$493K	2.77%	18
2023 Q1	$1.97M	Buy	+9,489	New	+$1.66M	1.46%	28
2022 Q2	–	Sell	-615	Closed	-$221K	–	117
2022 Q1	$221K	Hold	615	–	–	0.12%	105
2021 Q4	$217K	Buy	+615	New	+$206K	0.11%	102
2021 Q3	–	Sell	-615	Closed	-$139K	–	262
2021 Q2	$139K	Buy	+615	New	+$134K	0.08%	121

Other funds holding TSLA

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase

JP Morgan Chase New York $1.47T 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 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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return