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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T 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
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

Bright Financial Advisors's TSLA Position: Q1 2026 in Review

Bright Financial Advisors held its Tesla (TSLA) position steady in Q1 2026 at 1,240 shares worth $461K. The position accounts for 0.21% of the portfolio, ranked #42.

Bright Financial Advisors first reported a position in TSLA in Q1 2024 and has held it in 9 quarters since. The position peaked at $558K in Q4 2025. 4,176 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

  • Bright Financial Advisors held 1,240 shares of Tesla worth $461K as of Q1 2026.
  • Bright Financial Advisors left its Tesla share count unchanged in Q1 2026.
  • Tesla made up 0.21% of Bright Financial Advisors's portfolio in Q1 2026, its #42 holding.
  • Bright Financial Advisors first reported a position in Tesla in Q1 2024 and has held it in 9 quarters since.
  • Bright Financial Advisors's Tesla position peaked at $558K in Q4 2025.
  • 4,176 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Bright Financial Advisors's 13F filing for Q1 2026, filed 14 May 2026.