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Bright Financial Advisors’s Tesla TSLA Stock Holding History

Bright 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 		$522K Hold
1,240
– – 0.22% 40
2026
Q1 		$461K Hold
1,240
– – 0.21% 42
2025
Q4 		$558K Hold
1,240
– – 0.26% 37
2025
Q3 		$551K Sell
1,240
-37
-3% -$12.8K 0.27% 35
2025
Q2 		$406K Sell
1,277
-1
-0.1% -$301 0.23% 38
2025
Q1 		$331K Buy
1,278
+63
+5% +$21K 0.2% 42
2024
Q4 		$491K Sell
1,215
-3
-0.2% -$965 0.31% 32
2024
Q3 		$319K Hold
1,218
– – 0.2% 41
2024
Q2 		$241K Hold
1,218
– – 0.17% 43
2024
Q1 		$225K Buy
+1,218
New +$238K 0.17% 43

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

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

Bright Financial Advisors held its Tesla (TSLA) position steady in Q2 2026 at 1,240 shares worth $522K. The position accounts for 0.22% of the portfolio, ranked #40.

Bright Financial Advisors first reported a position in TSLA in Q1 2024 and has held it in 10 quarters since. The position peaked at $558K in Q4 2025. 4,307 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Bright Financial Advisors held 1,240 shares of Tesla worth $522K as of Q2 2026.
  • Bright Financial Advisors left its Tesla share count unchanged in Q2 2026.
  • Tesla made up 0.22% of Bright Financial Advisors's portfolio in Q2 2026, its #40 holding.
  • Bright Financial Advisors first reported a position in Tesla in Q1 2024 and has held it in 10 quarters since.
  • Bright Financial Advisors's Tesla position peaked at $558K in Q4 2025.
  • 4,307 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Bright Financial Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.