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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Navis Wealth Advisors's TSLA Position: Q1 2026 in Review

Navis Wealth Advisors reduced its Tesla (TSLA) stake by 68% in Q1 2026, selling an estimated $517K and leaving 584 shares worth $217K. The position accounts for 0.11% of the portfolio, ranked #165.

Navis Wealth Advisors first reported a position in TSLA in Q2 2023 and has held it in 12 quarters since. The position peaked at $884K in Q4 2024. 4,174 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

Navis Wealth Advisors held 584 shares of Tesla worth $217K as of Q1 2026.
Navis Wealth Advisors sold 1,256 Tesla shares in Q1 2026, an estimated $517K.
Tesla made up 0.11% of Navis Wealth Advisors's portfolio in Q1 2026, its #165 holding.
Navis Wealth Advisors first reported a position in Tesla in Q2 2023 and has held it in 12 quarters since.
Navis Wealth Advisors's Tesla position peaked at $884K in Q4 2024.
4,174 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Navis Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.