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BSW Wealth Partners’s Tesla TSLA Stock Holding History

BSW Wealth Partners’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 		$1.13M Sell
2,683
-80
-3% -$31.8K 0.13% 98
2026
Q1 		$1.03M Buy
2,763
+25
+0.9% +$10.3K 0.13% 96
2025
Q4 		$1.23M Buy
2,738
+32
+1% +$14.2K 0.15% 82
2025
Q3 		$1.2M Sell
2,706
-18
-0.7% -$6.24K 0.15% 76
2025
Q2 		$865K Sell
2,724
-178
-6% -$53.6K 0.12% 103
2025
Q1 		$752K Sell
2,902
-757
-21% -$252K 0.11% 106
2024
Q4 		$1.48M Buy
3,659
+461
+14% +$148K 0.22% 60
2024
Q3 		$837K Sell
3,198
-5
-0.2% -$1.14K 0.13% 92
2024
Q2 		$634K Sell
3,203
-366
-10% -$64K 0.1% 110
2024
Q1 		$627K Buy
3,569
+151
+4% +$29.5K 0.11% 114
2023
Q4 		$849K Sell
3,418
-2
-0.1% -$475 0.17% 80
2023
Q3 		$856K Sell
3,420
-458
-12% -$118K 0.19% 71
2023
Q2 		$1.02M Buy
3,878
+170
+5% +$34K 0.21% 64
2023
Q1 		$769K Sell
3,708
-591
-14% -$103K 0.16% 94
2022
Q4 		$530K Sell
4,299
-525
-11% -$99.4K 0.11% 129
2022
Q3 		$1.28M Sell
4,824
-42
-0.9% -$11.7K 0.31% 40
2022
Q2 		$1.09M Buy
4,866
+195
+4% +$53.2K 0.26% 51
2022
Q1 		$1.68M Buy
4,671
+291
+7% +$90.6K 0.42% 32
2021
Q4 		$1.54M Buy
4,380
+786
+22% +$264K 0.39% 37
2021
Q3 		$929K Sell
3,594
-420
-10% -$98.9K 0.26% 54
2021
Q2 		$909K Buy
4,014
+255
+7% +$55.4K 0.25% 58
2021
Q1 		$837K Sell
3,759
-1,044
-22% -$262K 0.24% 54
2020
Q4 		$1.13M Buy
4,803
+903
+23% +$154K 0.35% 35
2020
Q3 		$558K Buy
3,900
+915
+31% +$108K 0.21% 59
2020
Q2 		$215K Buy
+2,985
New +$161K 0.07% 129
2019
Q4 		– Sell
-3,030
Closed -$49K – 154
2019
Q3 		$49K Buy
3,030
+150
+5% +$2.35K 0.02% 122
2019
Q2 		$43K Buy
+2,880
New +$44.8K 0.02% 128

Other funds holding TSLA

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 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
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
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
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

BSW Wealth Partners's TSLA Position: Q2 2026 in Review

BSW Wealth Partners reduced its Tesla (TSLA) stake by 2.9% in Q2 2026, selling an estimated $31.8K and leaving 2,683 shares worth $1.13M. The position accounts for 0.13% of the portfolio, ranked #98.

BSW Wealth Partners first reported a position in TSLA in Q2 2019 and has held it in 27 quarters since. The position peaked at $1.68M in Q1 2022. 781 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • BSW Wealth Partners held 2,683 shares of Tesla worth $1.13M as of Q2 2026.
  • BSW Wealth Partners sold 80 Tesla shares in Q2 2026, an estimated $31.8K.
  • Tesla made up 0.13% of BSW Wealth Partners's portfolio in Q2 2026, its #98 holding.
  • BSW Wealth Partners first reported a position in Tesla in Q2 2019 and has held it in 27 quarters since.
  • BSW Wealth Partners's Tesla position peaked at $1.68M in Q1 2022.
  • 781 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on BSW Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.