BC
TSLA icon

Brio Consultants’s Tesla TSLA Stock Holding History

Brio Consultants’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 		$234K Buy
+556
New +$221K 0.03% 144
2026
Q1 		– Sell
-575
Closed -$259K – 158
2025
Q4 		$259K Buy
575
+26
+5% +$11.5K 0.03% 128
2025
Q3 		$244K Sell
549
-249
-31% -$86.4K 0.03% 120
2025
Q2 		$253K Buy
+798
New +$240K 0.04% 114
2025
Q1 		– Sell
-753
Closed -$304K – 122
2024
Q4 		$304K Buy
+753
New +$242K 0.05% 94
2023
Q1 		– Sell
-1,848
Closed -$228K – 94
2022
Q4 		$228K Buy
1,848
+150
+9% +$28.4K 0.05% 84
2022
Q3 		$359K Hold
1,698
– – 0.08% 78
2022
Q2 		$402K Hold
1,698
– – 0.09% 61
2022
Q1 		$610K Hold
1,698
– – 0.13% 47
2021
Q4 		$598K Sell
1,698
-1,407
-45% -$472K 0.14% 42
2021
Q3 		$803K Buy
3,105
+81
+3% +$19.1K 0.19% 44
2021
Q2 		$685K Sell
3,024
-6
-0.2% -$1.3K 0.18% 43
2021
Q1 		$675K Hold
3,030
– – 0.2% 40
2020
Q4 		$713K Sell
3,030
-60
-2% -$10.2K 0.23% 37
2020
Q3 		$442K Sell
3,090
-195
-6% -$23K 0.13% 48
2020
Q2 		$236K Buy
+3,285
New +$178K 0.08% 61

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

Brio Consultants's TSLA Position: Q2 2026 in Review

Brio Consultants opened a new position in Tesla (TSLA) in Q2 2026: 556 shares worth $234K. The stake represents 0.03% of the portfolio and ranks #144 among its holdings. This is a return to the name: Brio Consultants previously reported a position in TSLA as recently as Q4 2025.

Brio Consultants first reported a position in TSLA in Q2 2020 and has held it in 16 quarters since. The position peaked at $803K in Q3 2021. 4,296 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Brio Consultants held 556 shares of Tesla worth $234K as of Q2 2026.
  • Tesla was a new Brio Consultants position in Q2 2026.
  • Tesla made up 0.03% of Brio Consultants's portfolio in Q2 2026, its #144 holding.
  • Brio Consultants first reported a position in Tesla in Q2 2020 and has held it in 16 quarters since.
  • Brio Consultants's Tesla position peaked at $803K in Q3 2021.
  • 4,296 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Brio Consultants's 13F filing for Q2 2026, filed 12 Aug 2026.