Brown Wealth Management’s Tesla TSLA Stock Holding History

Brown Wealth Management’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	$1.32M	Sell	3,149 -437	-12%	-$174K	0.3%	48
2026 Q1	$1.33M	Buy	3,586 +310	+9%	+$128K	0.34%	46
2025 Q4	$1.47M	Buy	3,276 +819	+33%	+$363K	0.39%	45
2025 Q3	$1.09M	Buy	2,457 +191	+8%	+$66.2K	0.31%	52
2025 Q2	$720K	Buy	2,266 +1,067	+89%	+$321K	0.22%	58
2025 Q1	$311K	Buy	1,199 +460	+62%	+$153K	0.11%	75
2024 Q4	$298K	Sell	739 -386	-34%	-$124K	0.11%	67
2024 Q3	$294K	Buy	+1,125	New	+$257K	0.11%	68
2024 Q1	–	Sell	-970	Closed	-$241K	–	98
2023 Q4	$241K	Sell	970 -1	-0.1%	-$238	0.11%	75
2023 Q3	$243K	Sell	971 -88	-8%	-$22.6K	0.12%	67
2023 Q2	$277K	Buy	+1,059	New	+$212K	0.14%	76

Other funds holding TSLA

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

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 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

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

Brown Wealth Management's TSLA Position: Q2 2026 in Review

Brown Wealth Management reduced its Tesla (TSLA) stake by 12% in Q2 2026, selling an estimated $174K and leaving 3,149 shares worth $1.32M. The position accounts for 0.3% of the portfolio, ranked #48.

Brown Wealth Management first reported a position in TSLA in Q2 2023 and has held it in 11 quarters since. The position peaked at $1.47M in Q4 2025. 1,019 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

Brown Wealth Management held 3,149 shares of Tesla worth $1.32M as of Q2 2026.
Brown Wealth Management sold 437 Tesla shares in Q2 2026, an estimated $174K.
Tesla made up 0.3% of Brown Wealth Management's portfolio in Q2 2026, its #48 holding.
Brown Wealth Management first reported a position in Tesla in Q2 2023 and has held it in 11 quarters since.
Brown Wealth Management's Tesla position peaked at $1.47M in Q4 2025.
1,019 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Brown Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.