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Broadway Wealth Solutions’s Tesla TSLA Stock Holding History

Broadway Wealth Solutions’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 		$1.33M Buy
3,158
+601
+24% +$239K 0.62% 19
2026
Q1 		$951K Hold
2,557
– – 0.49% 21
2025
Q4 		$1.15M Buy
2,557
+9
+0.4% +$3.99K 0.61% 19
2025
Q3 		$1.13M Buy
2,548
+233
+10% +$80.8K 0.64% 19
2025
Q2 		$735K Sell
2,315
-39
-2% -$11.8K 0.46% 22
2025
Q1 		$610K Buy
2,354
+54
+2% +$18K 0.45% 19
2024
Q4 		$929K Buy
+2,300
New +$740K 0.7% 18

Other funds holding TSLA

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
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
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
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Broadway Wealth Solutions's TSLA Position: Q2 2026 in Review

Broadway Wealth Solutions increased its Tesla (TSLA) stake by 24% in Q2 2026, buying an estimated $239K and bringing the position to 3,158 shares worth $1.33M. The position accounts for 0.62% of the portfolio, ranked #19.

Broadway Wealth Solutions first reported a position in TSLA in Q4 2024 and has held it in 7 quarters since. 930 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Broadway Wealth Solutions held 3,158 shares of Tesla worth $1.33M as of Q2 2026.
  • Broadway Wealth Solutions bought 601 Tesla shares in Q2 2026, an estimated $239K.
  • Tesla made up 0.62% of Broadway Wealth Solutions's portfolio in Q2 2026, its #19 holding.
  • Broadway Wealth Solutions first reported a position in Tesla in Q4 2024 and has held it in 7 quarters since.
  • 930 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Broadway Wealth Solutions's 13F filing for Q2 2026, filed 13 Jul 2026.