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Brookwood Investment Group’s Tesla TSLA Stock Holding History

Brookwood Investment Group’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 		$2.73M Buy
6,488
+417
+7% +$166K 0.31% 75
2026
Q1 		$2.26M Sell
6,071
-2,659
-30% -$1.1M 0.28% 82
2025
Q4 		$3.93M Buy
8,730
+1,359
+18% +$602K 0.47% 38
2025
Q3 		$3.28M Sell
7,371
-7,096
-49% -$2.46M 0.42% 42
2025
Q2 		$4.6M Buy
14,467
+4,521
+45% +$1.36M 0.74% 22
2025
Q1 		$2.58M Buy
+9,946
New +$3.31M 0.44% 32

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

Brookwood Investment Group's TSLA Position: Q2 2026 in Review

Brookwood Investment Group increased its Tesla (TSLA) stake by 6.9% in Q2 2026, buying an estimated $166K and bringing the position to 6,488 shares worth $2.73M. The position accounts for 0.31% of the portfolio, ranked #75.

Brookwood Investment Group first reported a position in TSLA in Q1 2025 and has held it in 6 quarters since. The position peaked at $4.6M in Q2 2025. 4,282 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Brookwood Investment Group held 6,488 shares of Tesla worth $2.73M as of Q2 2026.
  • Brookwood Investment Group bought 417 Tesla shares in Q2 2026, an estimated $166K.
  • Tesla made up 0.31% of Brookwood Investment Group's portfolio in Q2 2026, its #75 holding.
  • Brookwood Investment Group first reported a position in Tesla in Q1 2025 and has held it in 6 quarters since.
  • Brookwood Investment Group's Tesla position peaked at $4.6M in Q2 2025.
  • 4,282 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Brookwood Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.