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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

New Insight Wealth Advisors's TSLA Position: Q1 2026 in Review

New Insight Wealth Advisors increased its Tesla (TSLA) stake by 0.11% in Q1 2026, buying an estimated $7.42K and bringing the position to 16,020 shares worth $5.96M. The position accounts for 2.14% of the portfolio, ranked #12.

New Insight Wealth Advisors first reported a position in TSLA in Q4 2023 and has held it in 10 quarters since. The position peaked at $8.82M in Q4 2024. 4,174 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

New Insight Wealth Advisors held 16,020 shares of Tesla worth $5.96M as of Q1 2026.
New Insight Wealth Advisors bought 18 Tesla shares in Q1 2026, an estimated $7.42K.
Tesla made up 2.14% of New Insight Wealth Advisors's portfolio in Q1 2026, its #12 holding.
New Insight Wealth Advisors first reported a position in Tesla in Q4 2023 and has held it in 10 quarters since.
New Insight Wealth Advisors's Tesla position peaked at $8.82M in Q4 2024.
4,174 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on New Insight Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.