Brown Shipley & Co’s Tesla TSLA Stock Holding History

Brown Shipley & Co’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	$5.86M	Sell	13,938 -260	-2%	-$103K	3.04%	10
2026 Q1	$5.28M	Sell	14,198 -396	-3%	-$163K	3.17%	10
2025 Q4	$6.56M	Sell	14,594 -987	-6%	-$438K	3.51%	10
2025 Q3	$6.93M	Sell	15,581 -794	-5%	-$275K	3.66%	11
2025 Q2	$5.2M	Sell	16,375 -651	-4%	-$196K	2.86%	11
2025 Q1	$4.41M	Sell	17,026 -353	-2%	-$118K	2.5%	14
2024 Q4	$7.02M	Sell	17,379 -3,844	-18%	-$1.24M	3.48%	10
2024 Q3	$5.55M	Sell	21,223 -3,120	-13%	-$712K	2.73%	12
2024 Q2	$4.82M	Sell	24,343 -3,879	-14%	-$678K	2.17%	14
2024 Q1	$4.94M	Buy	28,222 +780	+3%	+$152K	1.55%	19
2023 Q4	$6.82M	Buy	27,442 +109	+0.4%	+$25.9K	3.38%	12
2023 Q3	$6.84M	Buy	27,333 +1,103	+4%	+$283K	3.77%	8
2023 Q2	$6.87M	Sell	26,230 -4,653	-15%	-$930K	2.81%	10
2023 Q1	$6.24M	Buy	+30,883	New	+$5.39M	4.02%	6

Other funds holding TSLA

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Brown Shipley & Co's TSLA Position: Q2 2026 in Review

Brown Shipley & Co reduced its Tesla (TSLA) stake by 1.8% in Q2 2026, selling an estimated $103K and leaving 13,938 shares worth $5.86M. The position accounts for 3.04% of the portfolio, ranked #10.

Brown Shipley & Co first reported a position in TSLA in Q1 2023 and has held it in 14 quarters since. The position peaked at $7.02M in Q4 2024. 2,101 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

Brown Shipley & Co held 13,938 shares of Tesla worth $5.86M as of Q2 2026.
Brown Shipley & Co sold 260 Tesla shares in Q2 2026, an estimated $103K.
Tesla made up 3.04% of Brown Shipley & Co's portfolio in Q2 2026, its #10 holding.
Brown Shipley & Co first reported a position in Tesla in Q1 2023 and has held it in 14 quarters since.
Brown Shipley & Co's Tesla position peaked at $7.02M in Q4 2024.
2,101 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Brown Shipley & Co's 13F filing for Q2 2026, filed 14 Jul 2026.