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McBroom & Associates’s Tesla TSLA Stock Holding History

McBroom & Associates’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 		$9.37M Buy
22,274
+1,457
+7% +$579K 4.71% 7
2026
Q1 		$7.74M Sell
20,817
-1,721
-8% -$709K 4.31% 11
2025
Q4 		$10.1M Sell
22,538
-300
-1% -$133K 4.93% 8
2025
Q3 		$10.2M Sell
22,838
-958
-4% -$332K 4.83% 8
2025
Q2 		$6.17M Hold
23,796
– – 3.53% 15
2025
Q1 		$6.17M Buy
23,796
+400
+2% +$133K 3.53% 15
2024
Q4 		$9.45M Sell
23,396
-439
-2% -$141K 5.34% 6
2024
Q3 		$6.24M Buy
23,835
+1,646
+7% +$375K 3.81% 15
2024
Q2 		$4.39M Sell
22,189
-520
-2% -$90.9K 2.75% 17
2024
Q1 		$3.99M Buy
22,709
+189
+0.8% +$36.9K 2.63% 19
2023
Q4 		$5.6M Buy
22,520
+331
+1% +$78.7K 4.08% 15
2023
Q3 		$5.55M Buy
22,189
+810
+4% +$208K 4.42% 8
2023
Q2 		$5.6M Buy
21,379
+540
+3% +$108K 4.42% 10
2023
Q1 		$4.32M Buy
20,839
+14,561
+232% +$2.54M 3.87% 14
2022
Q4 		$773K Sell
6,278
-5,935
-49% -$1.12M 0.84% 27
2022
Q3 		$3.24M Buy
12,213
+165
+1% +$46.1K 3.65% 14
2022
Q2 		$2.7M Sell
12,048
-45
-0.4% -$12.3K 2.94% 19
2022
Q1 		$4.34M Buy
12,093
+3,747
+45% +$1.17M 3.85% 17
2021
Q4 		$2.94M Buy
+8,346
New +$2.8M 2.21% 21

Other funds holding TSLA

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Common Retirement Fund
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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Robeco Institutional Asset Management
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
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

McBroom & Associates's TSLA Position: Q2 2026 in Review

McBroom & Associates increased its Tesla (TSLA) stake by 7% in Q2 2026, buying an estimated $579K and bringing the position to 22,274 shares worth $9.37M. The position accounts for 4.71% of the portfolio, ranked #7.

McBroom & Associates first reported a position in TSLA in Q4 2021 and has held it in 19 quarters since. The position peaked at $10.2M in Q3 2025. 2,101 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • McBroom & Associates held 22,274 shares of Tesla worth $9.37M as of Q2 2026.
  • McBroom & Associates bought 1,457 Tesla shares in Q2 2026, an estimated $579K.
  • Tesla made up 4.71% of McBroom & Associates's portfolio in Q2 2026, its #7 holding.
  • McBroom & Associates first reported a position in Tesla in Q4 2021 and has held it in 19 quarters since.
  • McBroom & Associates's Tesla position peaked at $10.2M in Q3 2025.
  • 2,101 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on McBroom & Associates's 13F filing for Q2 2026, filed 30 Jul 2026.