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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
Q2 		$4.1M Buy
9,748
+400
+4% +$159K 1.9% 26
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Brendel Financial Advisors's TSLA Position: Q2 2026 in Review

Brendel Financial Advisors increased its Tesla (TSLA) stake by 4.3% in Q2 2026, buying an estimated $159K and bringing the position to 9,748 shares worth $4.1M. The position accounts for 1.9% of the portfolio, ranked #26.

Brendel Financial Advisors first reported a position in TSLA in Q2 2021 and has held it in 17 quarters since. The position peaked at $4.28M in Q4 2024. 4,286 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Brendel Financial Advisors held 9,748 shares of Tesla worth $4.1M as of Q2 2026.
  • Brendel Financial Advisors bought 400 Tesla shares in Q2 2026, an estimated $159K.
  • Tesla made up 1.9% of Brendel Financial Advisors's portfolio in Q2 2026, its #26 holding.
  • Brendel Financial Advisors first reported a position in Tesla in Q2 2021 and has held it in 17 quarters since.
  • Brendel Financial Advisors's Tesla position peaked at $4.28M in Q4 2024.
  • 4,286 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Brendel Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.