Navis Wealth Advisors
TSLA icon

Navis Wealth Advisors’s Tesla TSLA Stock Holding History

Navis Wealth Advisors’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
Q3 		$243K Buy
685
+96
+16% +$34.4K 0.09% 166
2026
Q2 		$248K Buy
589
+5
+0.9% +$1.99K 0.09% 150
2026
Q1 		$217K Sell
584
-1,256
-68% -$517K 0.11% 165
2025
Q4 		$827K Sell
1,840
-16
-0.9% -$7.09K 0.35% 66
2025
Q3 		$825K Sell
1,856
-3
-0.2% -$1.04K 0.62% 33
2025
Q2 		$591K Sell
1,859
-149
-7% -$44.9K 0.5% 45
2025
Q1 		$520K Sell
2,008
-180
-8% -$60K 0.51% 45
2024
Q4 		$884K Buy
2,188
+405
+23% +$130K 0.97% 21
2024
Q3 		$466K Buy
1,783
+458
+35% +$104K 0.5% 47
2024
Q2 		$262K Sell
1,325
-200
-13% -$35K 0.3% 80
2024
Q1 		$268K Buy
1,525
+400
+36% +$78.2K 0.32% 76
2023
Q4 		$280K Hold
1,125
– – 0.36% 67
2023
Q3 		$281K Hold
1,125
– – 0.41% 61
2023
Q2 		$294K Buy
+1,125
New +$225K 0.27% 60

Other funds holding TSLA

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Navis Wealth Advisors's TSLA Position: Q3 2026 in Review

Navis Wealth Advisors increased its Tesla (TSLA) stake by 16% in Q3 2026, buying an estimated $34.4K and bringing the position to 685 shares worth $243K. The position accounts for 0.09% of the portfolio, ranked #166.

Navis Wealth Advisors first reported a position in TSLA in Q2 2023 and has held it in 14 quarters since. The position peaked at $884K in Q4 2024. 3,717 funds tracked by Wall St. Rank hold TSLA as of Q3 2026.

  • Navis Wealth Advisors held 685 shares of Tesla worth $243K as of Q3 2026.
  • Navis Wealth Advisors bought 96 Tesla shares in Q3 2026, an estimated $34.4K.
  • Tesla made up 0.09% of Navis Wealth Advisors's portfolio in Q3 2026, its #166 holding.
  • Navis Wealth Advisors first reported a position in Tesla in Q2 2023 and has held it in 14 quarters since.
  • Navis Wealth Advisors's Tesla position peaked at $884K in Q4 2024.
  • 3,717 funds tracked by Wall St. Rank held Tesla as of Q3 2026.

Based on Navis Wealth Advisors's 13F filing for Q3 2026, filed 13 Nov 2026.