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Bullock Wealth Management’s Tesla TSLA Stock Holding History

Bullock 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 		$283K Sell
665
-32
-5% -$12.7K 0.12% 147
2026
Q1 		$266K Buy
697
+100
+17% +$41.2K 0.13% 140
2025
Q4 		$268K Buy
597
+24
+4% +$10.6K 0.13% 139
2025
Q3 		$263K Sell
573
-47
-8% -$16.3K 0.13% 133
2025
Q2 		$186K Buy
620
+95
+18% +$28.6K 0.1% 156
2025
Q1 		$141K Sell
525
-29
-5% -$9.66K 0.08% 179
2024
Q4 		$224K Buy
554
+10
+2% +$3.22K 0.13% 140
2024
Q3 		$140K Sell
544
-229
-30% -$52.2K 0.08% 172
2024
Q2 		$162K Sell
773
-990
-56% -$173K 0.11% 154
2024
Q1 		$309K Buy
+1,763
New +$344K 0.21% 103

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 $3.38T AUM 44.17% 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

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

Bullock Wealth Management reduced its Tesla (TSLA) stake by 4.6% in Q2 2026, selling an estimated $12.7K and leaving 665 shares worth $283K. The position accounts for 0.12% of the portfolio, ranked #147.

Bullock Wealth Management first reported a position in TSLA in Q1 2024 and has held it in 10 quarters since. The position peaked at $309K in Q1 2024. 4,316 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Bullock Wealth Management held 665 shares of Tesla worth $283K as of Q2 2026.
  • Bullock Wealth Management sold 32 Tesla shares in Q2 2026, an estimated $12.7K.
  • Tesla made up 0.12% of Bullock Wealth Management's portfolio in Q2 2026, its #147 holding.
  • Bullock Wealth Management first reported a position in Tesla in Q1 2024 and has held it in 10 quarters since.
  • Bullock Wealth Management's Tesla position peaked at $309K in Q1 2024.
  • 4,316 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.