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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Naviter Wealth's TSLA Position: Q1 2026 in Review

Naviter Wealth reduced its Tesla (TSLA) stake by 6.3% in Q1 2026, selling an estimated $747K and leaving 27,176 shares worth $10.1M. The position accounts for 1.26% of the portfolio, ranked #14.

Naviter Wealth first reported a position in TSLA in Q4 2021 and has held it in 18 quarters since. The position peaked at $13.6M in Q3 2025. 4,177 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

  • Naviter Wealth held 27,176 shares of Tesla worth $10.1M as of Q1 2026.
  • Naviter Wealth sold 1,813 Tesla shares in Q1 2026, an estimated $747K.
  • Tesla made up 1.26% of Naviter Wealth's portfolio in Q1 2026, its #14 holding.
  • Naviter Wealth first reported a position in Tesla in Q4 2021 and has held it in 18 quarters since.
  • Naviter Wealth's Tesla position peaked at $13.6M in Q3 2025.
  • 4,177 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Naviter Wealth's 13F filing for Q1 2026, filed 10 Apr 2026.