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NBZ Investment Advisors’s Tesla TSLA Stock Holding History

NBZ Investment 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 		$611K Buy
1,452
+315
+28% +$125K 0.24% 38
2026
Q1 		$423K Hold
1,137
– – 0.18% 38
2025
Q4 		$511K Sell
1,137
-85
-7% -$37.7K 0.22% 35
2025
Q3 		$543K Hold
1,222
– – 0.28% 33
2025
Q2 		$388K Sell
1,222
-383
-24% -$115K 0.22% 36
2025
Q1 		$416K Buy
1,605
+359
+29% +$120K 0.24% 36
2024
Q4 		$503K Buy
+1,246
New +$401K 0.28% 32

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 $3.38T AUM 44.17% 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

NBZ Investment Advisors's TSLA Position: Q2 2026 in Review

NBZ Investment Advisors increased its Tesla (TSLA) stake by 28% in Q2 2026, buying an estimated $125K and bringing the position to 1,452 shares worth $611K. The position accounts for 0.24% of the portfolio, ranked #38.

NBZ Investment Advisors first reported a position in TSLA in Q4 2024 and has held it in 7 quarters since. 4,317 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • NBZ Investment Advisors held 1,452 shares of Tesla worth $611K as of Q2 2026.
  • NBZ Investment Advisors bought 315 Tesla shares in Q2 2026, an estimated $125K.
  • Tesla made up 0.24% of NBZ Investment Advisors's portfolio in Q2 2026, its #38 holding.
  • NBZ Investment Advisors first reported a position in Tesla in Q4 2024 and has held it in 7 quarters since.
  • 4,317 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on NBZ Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.