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J.W. Burns & Co’s Tesla TSLA Stock Holding History

J.W. Burns & 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 		$1.57M Sell
3,723
-120
-3% -$47.7K 0.16% 82
2026
Q1 		$1.43M Buy
3,843
+43
+1% +$17.7K 0.16% 85
2025
Q4 		$1.71M Sell
3,800
-129
-3% -$57.2K 0.19% 78
2025
Q3 		$1.75M Buy
3,929
+100
+3% +$34.7K 0.2% 79
2025
Q2 		$1.22M Buy
3,829
+38
+1% +$11.4K 0.15% 89
2025
Q1 		$982K Buy
3,791
+330
+10% +$110K 0.13% 96
2024
Q4 		$1.4M Sell
3,461
-12
-0.3% -$3.86K 0.18% 85
2024
Q3 		$909K Sell
3,473
-47
-1% -$10.7K 0.12% 104
2024
Q2 		$697K Buy
3,520
+286
+9% +$50K 0.09% 117
2024
Q1 		$569K Sell
3,234
-55
-2% -$10.7K 0.08% 129
2023
Q4 		$817K Buy
3,289
+53
+2% +$12.6K 0.12% 105
2023
Q3 		$810K Sell
3,236
-18
-0.6% -$4.62K 0.13% 103
2023
Q2 		$852K Buy
3,254
+10
+0.3% +$2K 0.14% 92
2023
Q1 		$673K Buy
3,244
+604
+23% +$105K 0.11% 103
2022
Q4 		$325K Buy
2,640
+444
+20% +$84.1K 0.06% 144
2022
Q3 		$582K Buy
2,196
+171
+8% +$47.8K 0.11% 104
2022
Q2 		$455K Hold
2,025
– – 0.09% 121
2022
Q1 		$727K Sell
2,025
-45
-2% -$14K 0.12% 108
2021
Q4 		$729K Buy
2,070
+249
+14% +$83.5K 0.11% 111
2021
Q3 		$471K Buy
1,821
+15
+0.8% +$3.53K 0.07% 132
2021
Q2 		$409K Buy
1,806
+165
+10% +$35.8K 0.06% 143
2021
Q1 		$365K Sell
1,641
-30
-2% -$7.53K 0.06% 146
2020
Q4 		$393K Sell
1,671
-105
-6% -$17.9K 0.07% 135
2020
Q3 		$254K Buy
+1,776
New +$210K 0.05% 146

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

J.W. Burns & Co's TSLA Position: Q2 2026 in Review

J.W. Burns & Co reduced its Tesla (TSLA) stake by 3.1% in Q2 2026, selling an estimated $47.7K and leaving 3,723 shares worth $1.57M. The position accounts for 0.16% of the portfolio, ranked #82.

J.W. Burns & Co first reported a position in TSLA in Q3 2020 and has held it in 24 quarters since. The position peaked at $1.75M in Q3 2025. 781 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • J.W. Burns & Co held 3,723 shares of Tesla worth $1.57M as of Q2 2026.
  • J.W. Burns & Co sold 120 Tesla shares in Q2 2026, an estimated $47.7K.
  • Tesla made up 0.16% of J.W. Burns & Co's portfolio in Q2 2026, its #82 holding.
  • J.W. Burns & Co first reported a position in Tesla in Q3 2020 and has held it in 24 quarters since.
  • J.W. Burns & Co's Tesla position peaked at $1.75M in Q3 2025.
  • 781 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on J.W. Burns & Co's 13F filing for Q2 2026, filed 15 Jul 2026.