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Naviter Wealth’s Tesla TSLA Stock Holding History

Naviter Wealth’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 		$10.9M Sell
25,926
-1,250
-5% -$497K 0.99% 21
2026
Q1 		$10.1M Sell
27,176
-1,813
-6% -$747K 1.26% 14
2025
Q4 		$13M Sell
28,989
-1,688
-6% -$748K 1.7% 11
2025
Q3 		$13.6M Buy
30,677
+1,014
+3% +$352K 1.59% 11
2025
Q2 		$9.42M Buy
29,663
+54
+0.2% +$16.3K 1.16% 14
2025
Q1 		$7.8M Buy
29,609
+3,434
+13% +$1.14M 0.95% 20
2024
Q4 		$10.6M Sell
26,175
-1,838
-7% -$591K 1.27% 14
2024
Q3 		$7.33M Buy
28,013
+5,764
+26% +$1.31M 1.02% 19
2024
Q2 		$4.4M Buy
22,249
+3,578
+19% +$625K 0.66% 32
2024
Q1 		$3.28M Buy
18,671
+5,840
+46% +$1.14M 0.54% 43
2023
Q4 		$3.19M Buy
12,831
+1,669
+15% +$397K 0.64% 36
2023
Q3 		$2.79M Sell
11,162
-386
-3% -$99.2K 0.67% 32
2023
Q2 		$3.02M Buy
11,548
+708
+7% +$142K 0.77% 27
2023
Q1 		$2.25M Sell
10,840
-5,068
-32% -$884K 0.79% 24
2022
Q4 		$2.29M Buy
15,908
+6,076
+62% +$1.15M 0.63% 33
2022
Q3 		$2.61M Sell
9,832
-4,274
-30% -$1.19M 1.06% 16
2022
Q2 		$3.17M Buy
14,106
+7,236
+105% +$1.98M 1.3% 13
2022
Q1 		$2.47M Sell
6,870
-300
-4% -$93.4K 0.82% 40
2021
Q4 		$2.53M Buy
+7,170
New +$2.4M 0.76% 40

Other funds holding TSLA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Naviter Wealth's TSLA Position: Q2 2026 in Review

Naviter Wealth reduced its Tesla (TSLA) stake by 4.6% in Q2 2026, selling an estimated $497K and leaving 25,926 shares worth $10.9M. The position accounts for 0.99% of the portfolio, ranked #21.

Naviter Wealth first reported a position in TSLA in Q4 2021 and has held it in 19 quarters since. The position peaked at $13.6M in Q3 2025. 4,307 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Naviter Wealth held 25,926 shares of Tesla worth $10.9M as of Q2 2026.
  • Naviter Wealth sold 1,250 Tesla shares in Q2 2026, an estimated $497K.
  • Tesla made up 0.99% of Naviter Wealth's portfolio in Q2 2026, its #21 holding.
  • Naviter Wealth first reported a position in Tesla in Q4 2021 and has held it in 19 quarters since.
  • Naviter Wealth's Tesla position peaked at $13.6M in Q3 2025.
  • 4,307 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Naviter Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.