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Insight Wealth Strategies’s Tesla TSLA Stock Holding History

Insight Wealth Strategies’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 		$1.18M Sell
2,772
-3
-0.1% -$1.19K 0.12% 102
2026
Q1 		$1.03M Buy
2,775
+63
+2% +$26K 0.12% 110
2025
Q4 		$1.22M Buy
2,712
+3
+0.1% +$1.33K 0.14% 101
2025
Q3 		$1.2M Sell
2,709
-48
-2% -$16.6K 0.14% 100
2025
Q2 		$829K Sell
2,757
-106
-4% -$31.9K 0.1% 106
2025
Q1 		$742K Buy
2,863
+143
+5% +$47.7K 0.1% 107
2024
Q4 		$1.1M Sell
2,720
-10
-0.4% -$3.22K 0.15% 103
2024
Q3 		$714K Sell
2,730
-75
-3% -$17.1K 0.09% 120
2024
Q2 		$555K Buy
2,805
+104
+4% +$18.2K 0.08% 126
2024
Q1 		$475K Buy
2,701
+23
+0.9% +$4.49K 0.07% 135
2023
Q4 		$665K Sell
2,678
-84
-3% -$20K 0.11% 122
2023
Q3 		$691K Buy
2,762
+33
+1% +$8.48K 0.13% 109
2023
Q2 		$714K Sell
2,729
-30
-1% -$6K 0.14% 103
2023
Q1 		$572K Buy
2,759
+75
+3% +$13.1K 0.11% 103
2022
Q4 		$331K Buy
2,684
+1,811
+207% +$343K 0.06% 118
2022
Q3 		$588K Sell
873
-1,746
-67% -$488K 0.11% 110
2022
Q2 		$588K Buy
2,619
+30
+1% +$8.19K 0.11% 110
2022
Q1 		$930K Buy
2,589
+9
+0.3% +$2.8K 0.14% 106
2021
Q4 		$909K Sell
2,580
-12
-0.5% -$4.03K 0.13% 104
2021
Q3 		$670K Buy
2,592
+36
+1% +$8.47K 0.09% 132
2021
Q2 		$579K Sell
2,556
-57
-2% -$12.4K 0.08% 136
2021
Q1 		$582K Buy
2,613
+3
+0.1% +$753 0.08% 136
2020
Q4 		$614K Hold
2,610
– – 0.1% 102
2020
Q3 		$373K Buy
+2,610
New +$308K 0.07% 124

Other funds holding TSLA

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 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

Insight Wealth Strategies's TSLA Position: Q2 2026 in Review

Insight Wealth Strategies reduced its Tesla (TSLA) stake by 0.11% in Q2 2026, selling an estimated $1.19K and leaving 2,772 shares worth $1.18M. The position accounts for 0.12% of the portfolio, ranked #102.

Insight Wealth Strategies first reported a position in TSLA in Q3 2020 and has held it in 24 quarters since. The position peaked at $1.22M in Q4 2025. 1,615 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Insight Wealth Strategies held 2,772 shares of Tesla worth $1.18M as of Q2 2026.
  • Insight Wealth Strategies sold 3 Tesla shares in Q2 2026, an estimated $1.19K.
  • Tesla made up 0.12% of Insight Wealth Strategies's portfolio in Q2 2026, its #102 holding.
  • Insight Wealth Strategies first reported a position in Tesla in Q3 2020 and has held it in 24 quarters since.
  • Insight Wealth Strategies's Tesla position peaked at $1.22M in Q4 2025.
  • 1,615 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Insight Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.