N.E.W. Advisory Services’s Tesla TSLA Stock Holding History

N.E.W. Advisory Services’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	$1.58M	Buy	3,759 +76	+2%	+$30.2K	0.11%	80
2026 Q1	$1.37M	Buy	3,683 +10	+0.3%	+$4.12K	0.1%	81
2025 Q4	$1.65M	Buy	3,673 +79	+2%	+$35K	0.12%	73
2025 Q3	$1.6M	Buy	3,594 +4	+0.1%	+$1.39K	0.14%	56
2025 Q2	$1.14M	Sell	3,590 -351	-9%	-$106K	0.11%	67
2025 Q1	$1.02M	Buy	3,941 +889	+29%	+$296K	0.08%	83
2024 Q4	$1.23M	Sell	3,052 -836	-22%	-$269K	0.12%	72
2024 Q3	$1.02M	Sell	3,888 -2,373	-38%	-$541K	0.1%	74
2024 Q2	$1.24M	Buy	6,261 +332	+6%	+$58K	0.13%	65
2024 Q1	$1.04M	Buy	5,929 +167	+3%	+$32.6K	0.12%	71
2023 Q4	$1.43M	Sell	5,762 -167	-3%	-$39.7K	0.17%	58
2023 Q3	$1.48M	Buy	5,929 +575	+11%	+$148K	0.21%	55
2023 Q2	$1.4M	Buy	5,354 +1,823	+52%	+$365K	0.2%	49
2023 Q1	$733K	Buy	3,531 +1,003	+40%	+$175K	0.11%	69
2022 Q4	$311K	Buy	2,528 +671	+36%	+$127K	0.05%	102
2022 Q3	$493K	Hold	1,857	–	–	0.09%	75
2022 Q2	$417K	Buy	1,857 +381	+26%	+$104K	0.07%	80
2022 Q1	$330K	Sell	1,476 -9	-0.6%	-$2.8K	0.06%	99
2021 Q4	$523K	Buy	1,485 +39	+3%	+$13.1K	0.08%	82
2021 Q3	$374K	Sell	1,446 -552	-28%	-$130K	0.06%	98
2021 Q2	$454K	Buy	1,998 +522	+35%	+$113K	0.08%	85
2021 Q1	$327K	Buy	1,476 +468	+46%	+$117K	0.06%	101
2020 Q4	$236K	Buy	+1,008	New	+$172K	0.05%	118

Other funds holding TSLA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

N.E.W. Advisory Services's TSLA Position: Q2 2026 in Review

N.E.W. Advisory Services increased its Tesla (TSLA) stake by 2.1% in Q2 2026, buying an estimated $30.2K and bringing the position to 3,759 shares worth $1.58M. The position accounts for 0.11% of the portfolio, ranked #80.

N.E.W. Advisory Services first reported a position in TSLA in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.65M in Q4 2025. 2,843 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

N.E.W. Advisory Services held 3,759 shares of Tesla worth $1.58M as of Q2 2026.
N.E.W. Advisory Services bought 76 Tesla shares in Q2 2026, an estimated $30.2K.
Tesla made up 0.11% of N.E.W. Advisory Services's portfolio in Q2 2026, its #80 holding.
N.E.W. Advisory Services first reported a position in Tesla in Q4 2020 and has held it in 23 quarters since.
N.E.W. Advisory Services's Tesla position peaked at $1.65M in Q4 2025.
2,843 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.