Bridgewealth Advisory Group’s Tesla TSLA Stock Holding History

Bridgewealth Advisory 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	$7.04M	Buy	16,745 +2,364	+16%	+$940K	1.33%	23
2026 Q1	$5.35M	Sell	14,381 -1,690	-11%	-$696K	1.11%	26
2025 Q4	$7.23M	Buy	16,071 +1,762	+12%	+$781K	1.6%	22
2025 Q3	$6.36M	Sell	14,309 -68	-0.5%	-$23.6K	1.48%	20
2025 Q2	$4.57M	Buy	+14,377	New	+$4.33M	1.16%	27
2025 Q1	–	Sell	-7,774	Closed	-$2.77M	–	106
2024 Q4	$2.77M	Buy	7,774 +5,442	+233%	+$1.75M	0.78%	29
2024 Q3	$610K	Buy	2,332 +1,253	+116%	+$286K	0.22%	48
2024 Q2	$214K	Buy	+1,079	New	+$189K	0.09%	64
2024 Q1	–	Sell	-1,008	Closed	-$250K	–	86
2023 Q4	$250K	Sell	1,008 -444	-31%	-$106K	0.19%	64
2023 Q3	$363K	Sell	1,452 -62	-4%	-$15.9K	0.45%	39
2023 Q2	$396K	Sell	1,514 -543	-26%	-$109K	0.64%	33
2023 Q1	$427K	Sell	2,057 -849	-29%	-$148K	0.79%	29
2022 Q4	$358K	Buy	+2,906	New	+$550K	0.7%	29

Other funds holding TSLA

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

HAM

Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

NAH

Neumann Advisory (HK) Central, Hong Kong $356M AUM 37.48% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Bridgewealth Advisory Group's TSLA Position: Q2 2026 in Review

Bridgewealth Advisory Group increased its Tesla (TSLA) stake by 16% in Q2 2026, buying an estimated $940K and bringing the position to 16,745 shares worth $7.04M. The position accounts for 1.33% of the portfolio, ranked #23.

Bridgewealth Advisory Group first reported a position in TSLA in Q4 2022 and has held it in 13 quarters since. The position peaked at $7.23M in Q4 2025. 1,580 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

Bridgewealth Advisory Group held 16,745 shares of Tesla worth $7.04M as of Q2 2026.
Bridgewealth Advisory Group bought 2,364 Tesla shares in Q2 2026, an estimated $940K.
Tesla made up 1.33% of Bridgewealth Advisory Group's portfolio in Q2 2026, its #23 holding.
Bridgewealth Advisory Group first reported a position in Tesla in Q4 2022 and has held it in 13 quarters since.
Bridgewealth Advisory Group's Tesla position peaked at $7.23M in Q4 2025.
1,580 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Bridgewealth Advisory Group's 13F filing for Q2 2026, filed 27 Jul 2026.