New Wave Wealth Advisors’s Tesla TSLA Stock Holding History

New Wave 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	$1.2M	Sell	2,853 -688	-19%	-$274K	0.33%	67
2026 Q1	$1.32M	Sell	3,541 -2,289	-39%	-$943K	0.46%	45
2025 Q4	$2.62M	Sell	5,830 -94	-2%	-$41.7K	0.96%	29
2025 Q3	$2.63M	Buy	5,924 +2,487	+72%	+$863K	1.03%	27
2025 Q2	$1.09M	Buy	3,437 +357	+12%	+$108K	0.46%	45
2025 Q1	$798K	Sell	3,080 -369	-11%	-$123K	0.36%	50
2024 Q4	$1.39M	Sell	3,449 -104	-3%	-$33.5K	0.57%	39
2024 Q3	$930K	Buy	3,553 +1,185	+50%	+$270K	0.43%	44
2024 Q2	$469K	Buy	+2,368	New	+$414K	0.25%	64

Other funds holding TSLA

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

HAM

Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

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

New Wave Wealth Advisors reduced its Tesla (TSLA) stake by 19% in Q2 2026, selling an estimated $274K and leaving 2,853 shares worth $1.2M. The position accounts for 0.33% of the portfolio, ranked #67.

New Wave Wealth Advisors first reported a position in TSLA in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.63M in Q3 2025. 1,733 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

New Wave Wealth Advisors held 2,853 shares of Tesla worth $1.2M as of Q2 2026.
New Wave Wealth Advisors sold 688 Tesla shares in Q2 2026, an estimated $274K.
Tesla made up 0.33% of New Wave Wealth Advisors's portfolio in Q2 2026, its #67 holding.
New Wave Wealth Advisors first reported a position in Tesla in Q2 2024 and has held it in 9 quarters since.
New Wave Wealth Advisors's Tesla position peaked at $2.63M in Q3 2025.
1,733 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on New Wave Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.