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Newbridge Financial Services Group’s Tesla TSLA Stock Holding History

Newbridge Financial Services Group’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 		$11.1M Buy
26,354
+1,540
+6% +$612K 1.37% 19
2026
Q1 		$9.22M Sell
24,814
-1,249
-5% -$515K 1.52% 16
2025
Q4 		$11.7M Buy
26,063
+1,991
+8% +$883K 1.82% 13
2025
Q3 		$10.7M Sell
24,072
-7,354
-23% -$2.55M 1.6% 12
2025
Q2 		$9.98M Buy
31,426
+5,389
+21% +$1.62M 1.62% 12
2025
Q1 		$6.75M Buy
26,037
+4,721
+22% +$1.57M 1.64% 15
2024
Q4 		$8.61M Sell
21,316
-3,054
-13% -$983K 2.21% 5
2024
Q3 		$6.38M Sell
24,370
-4,786
-16% -$1.09M 2.24% 7
2024
Q2 		$5.77M Buy
29,156
+4,690
+19% +$820K 2.15% 5
2024
Q1 		$4.3M Sell
24,466
-3,756
-13% -$734K 1.88% 6
2023
Q4 		$7.01M Buy
28,222
+1,943
+7% +$462K 3.43% 4
2023
Q3 		$6.58M Buy
26,279
+3,874
+17% +$995K 3.31% 5
2023
Q2 		$5.86M Buy
22,405
+6,327
+39% +$1.27M 2.87% 5
2023
Q1 		$3.34M Sell
16,078
-11,774
-42% -$2.05M 1.77% 5
2022
Q4 		$3.43M Buy
27,852
+2,299
+9% +$435K 1.98% 5
2022
Q3 		$6.78M Sell
25,553
-370
-1% -$103K 3.98% 3
2022
Q2 		$5.82M Buy
25,923
+888
+4% +$242K 3.61% 3
2022
Q1 		$8.99M Buy
25,035
+969
+4% +$302K 4.42% 2
2021
Q4 		$8.48M Buy
24,066
+5,289
+28% +$1.77M 4% 2
2021
Q3 		$4.85M Sell
18,777
-735
-4% -$173K 3.03% 3
2021
Q2 		$4.42M Buy
19,512
+4,314
+28% +$937K 2.71% 3
2021
Q1 		$3.38M Sell
15,198
-3,648
-19% -$916K 2.49% 3
2020
Q4 		$4.43M Sell
18,846
-3,519
-16% -$601K 3.65% 3
2020
Q3 		$3.2M Buy
+22,365
New +$2.64M 3.15% 3

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

Newbridge Financial Services Group's TSLA Position: Q2 2026 in Review

Newbridge Financial Services Group increased its Tesla (TSLA) stake by 6.2% in Q2 2026, buying an estimated $612K and bringing the position to 26,354 shares worth $11.1M. The position accounts for 1.37% of the portfolio, ranked #19.

Newbridge Financial Services Group first reported a position in TSLA in Q3 2020 and has held it in 24 quarters since. The position peaked at $11.7M in Q4 2025. 4,272 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Newbridge Financial Services Group held 26,354 shares of Tesla worth $11.1M as of Q2 2026.
  • Newbridge Financial Services Group bought 1,540 Tesla shares in Q2 2026, an estimated $612K.
  • Tesla made up 1.37% of Newbridge Financial Services Group's portfolio in Q2 2026, its #19 holding.
  • Newbridge Financial Services Group first reported a position in Tesla in Q3 2020 and has held it in 24 quarters since.
  • Newbridge Financial Services Group's Tesla position peaked at $11.7M in Q4 2025.
  • 4,272 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.