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New Insight Wealth Advisors’s Tesla TSLA Stock Holding History

New Insight 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
Q2 		$6.3M Sell
14,972
-1,048
-7% -$417K 1.86% 15
2026
Q1 		$5.96M Buy
16,020
+18
+0.1% +$7.42K 2.14% 12
2025
Q4 		$7.2M Sell
16,002
-3,735
-19% -$1.66M 2.57% 11
2025
Q3 		$8.78M Sell
19,737
-1,260
-6% -$437K 3.3% 9
2025
Q2 		$6.67M Sell
20,997
-1,724
-8% -$519K 2.74% 10
2025
Q1 		$5.89M Buy
22,721
+891
+4% +$297K 2.67% 10
2024
Q4 		$8.82M Sell
21,830
-10,165
-32% -$3.27M 4.42% 7
2024
Q3 		$8.37M Sell
31,995
-3,512
-10% -$801K 4.41% 6
2024
Q2 		$7.03M Buy
35,507
+2,588
+8% +$452K 4.14% 6
2024
Q1 		$5.79M Buy
32,919
+90
+0.3% +$17.6K 3.61% 8
2023
Q4 		$8.16M Buy
+32,829
New +$7.8M 5.49% 4

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

New Insight Wealth Advisors's TSLA Position: Q2 2026 in Review

New Insight Wealth Advisors reduced its Tesla (TSLA) stake by 6.5% in Q2 2026, selling an estimated $417K and leaving 14,972 shares worth $6.3M. The position accounts for 1.86% of the portfolio, ranked #15.

New Insight Wealth Advisors first reported a position in TSLA in Q4 2023 and has held it in 11 quarters since. The position peaked at $8.82M in Q4 2024. 4,291 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • New Insight Wealth Advisors held 14,972 shares of Tesla worth $6.3M as of Q2 2026.
  • New Insight Wealth Advisors sold 1,048 Tesla shares in Q2 2026, an estimated $417K.
  • Tesla made up 1.86% of New Insight Wealth Advisors's portfolio in Q2 2026, its #15 holding.
  • New Insight Wealth Advisors first reported a position in Tesla in Q4 2023 and has held it in 11 quarters since.
  • New Insight Wealth Advisors's Tesla position peaked at $8.82M in Q4 2024.
  • 4,291 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on New Insight Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.