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TSLA icon

Brogan Financial’s Tesla TSLA Stock Holding History

Brogan Financial’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 		$271K Buy
645
+55
+9% +$21.9K 0.11% 49
2026
Q1 		$219K Sell
590
-133
-18% -$54.8K 0.1% 53
2025
Q4 		$325K Buy
723
+58
+9% +$25.7K 0.14% 43
2025
Q3 		$296K Sell
665
-823
-55% -$285K 0.13% 50
2025
Q2 		$473K Sell
1,488
-244
-14% -$73.5K 0.21% 32
2025
Q1 		$449K Buy
1,732
+1,142
+194% +$381K 0.22% 30
2024
Q4 		$238K Buy
+590
New +$190K 0.12% 47
2024
Q1 		– Sell
-984
Closed -$245K – 51
2023
Q4 		$245K Sell
984
-15
-2% -$3.56K 0.18% 39
2023
Q3 		$250K Sell
999
-6
-0.6% -$1.54K 0.22% 33
2023
Q2 		$263K Sell
1,005
-190
-16% -$38K 0.22% 32
2023
Q1 		$248K Buy
+1,195
New +$208K 0.21% 34

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

Brogan Financial's TSLA Position: Q2 2026 in Review

Brogan Financial increased its Tesla (TSLA) stake by 9.3% in Q2 2026, buying an estimated $21.9K and bringing the position to 645 shares worth $271K. The position accounts for 0.11% of the portfolio, ranked #49.

Brogan Financial first reported a position in TSLA in Q1 2023 and has held it in 11 quarters since. The position peaked at $473K in Q2 2025. 4,307 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Brogan Financial held 645 shares of Tesla worth $271K as of Q2 2026.
  • Brogan Financial bought 55 Tesla shares in Q2 2026, an estimated $21.9K.
  • Tesla made up 0.11% of Brogan Financial's portfolio in Q2 2026, its #49 holding.
  • Brogan Financial first reported a position in Tesla in Q1 2023 and has held it in 11 quarters since.
  • Brogan Financial's Tesla position peaked at $473K in Q2 2025.
  • 4,307 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Brogan Financial's 13F filing for Q2 2026, filed 13 Aug 2026.