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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
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 $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

Brogan Financial's TSLA Position: Q1 2026 in Review

Brogan Financial reduced its Tesla (TSLA) stake by 18% in Q1 2026, selling an estimated $54.8K and leaving 590 shares worth $219K. The position accounts for 0.1% of the portfolio, ranked #53.

Brogan Financial first reported a position in TSLA in Q1 2023 and has held it in 10 quarters since. The position peaked at $473K in Q2 2025. 4,177 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

  • Brogan Financial held 590 shares of Tesla worth $219K as of Q1 2026.
  • Brogan Financial sold 133 Tesla shares in Q1 2026, an estimated $54.8K.
  • Tesla made up 0.1% of Brogan Financial's portfolio in Q1 2026, its #53 holding.
  • Brogan Financial first reported a position in Tesla in Q1 2023 and has held it in 10 quarters since.
  • Brogan Financial's Tesla position peaked at $473K in Q2 2025.
  • 4,177 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Brogan Financial's 13F filing for Q1 2026, filed 11 May 2026.