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New England Capital Financial Advisors’s Tesla TSLA Stock Holding History

New England Capital Financial 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 		$494K Sell
1,175
-10
-0.8% -$3.98K 0.12% 38
2026
Q1 		$440K Hold
1,185
– – 0.12% 40
2025
Q4 		$533K Buy
1,185
+23
+2% +$10.2K 0.21% 34
2025
Q3 		$517K Buy
1,162
+13
+1% +$4.51K 0.22% 33
2025
Q2 		$365K Buy
1,149
+79
+7% +$23.8K 0.17% 39
2025
Q1 		$277K Sell
1,070
-125
-10% -$41.7K 0.14% 45
2024
Q4 		$483K Buy
1,195
+30
+3% +$9.65K 0.24% 33
2024
Q3 		$305K Sell
1,165
-66
-5% -$15.1K 0.16% 44
2024
Q2 		$244K Buy
1,231
+95
+8% +$16.6K 0.14% 48
2024
Q1 		$200K Sell
1,136
-85
-7% -$16.6K 0.11% 49
2023
Q4 		$303K Buy
1,221
+19
+2% +$4.51K 0.18% 40
2023
Q3 		$301K Hold
1,202
– – 0.21% 36
2023
Q2 		$315K Sell
1,202
-95
-7% -$19K 0.21% 38
2023
Q1 		$269K Buy
1,297
+52
+4% +$9.07K 0.19% 43
2022
Q4 		$166K Buy
+1,245
New +$236K 0.12% 56

Other funds holding TSLA

Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

New England Capital Financial Advisors's TSLA Position: Q2 2026 in Review

New England Capital Financial Advisors reduced its Tesla (TSLA) stake by 0.84% in Q2 2026, selling an estimated $3.98K and leaving 1,175 shares worth $494K. The position accounts for 0.12% of the portfolio, ranked #38.

New England Capital Financial Advisors first reported a position in TSLA in Q4 2022 and has held it in 15 quarters since. The position peaked at $533K in Q4 2025. 2,337 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • New England Capital Financial Advisors held 1,175 shares of Tesla worth $494K as of Q2 2026.
  • New England Capital Financial Advisors sold 10 Tesla shares in Q2 2026, an estimated $3.98K.
  • Tesla made up 0.12% of New England Capital Financial Advisors's portfolio in Q2 2026, its #38 holding.
  • New England Capital Financial Advisors first reported a position in Tesla in Q4 2022 and has held it in 15 quarters since.
  • New England Capital Financial Advisors's Tesla position peaked at $533K in Q4 2025.
  • 2,337 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on New England Capital Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.