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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Navis Wealth Advisors's TSLA Position: Q2 2026 in Review

Navis Wealth Advisors increased its Tesla (TSLA) stake by 0.86% in Q2 2026, buying an estimated $1.99K and bringing the position to 589 shares worth $248K. The position accounts for 0.09% of the portfolio, ranked #150.

Navis Wealth Advisors first reported a position in TSLA in Q2 2023 and has held it in 13 quarters since. The position peaked at $884K in Q4 2024. 4,292 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

Navis Wealth Advisors held 589 shares of Tesla worth $248K as of Q2 2026.
Navis Wealth Advisors bought 5 Tesla shares in Q2 2026, an estimated $1.99K.
Tesla made up 0.09% of Navis Wealth Advisors's portfolio in Q2 2026, its #150 holding.
Navis Wealth Advisors first reported a position in Tesla in Q2 2023 and has held it in 13 quarters since.
Navis Wealth Advisors's Tesla position peaked at $884K in Q4 2024.
4,292 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Navis Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.