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NewEdge Wealth’s Tesla TSLA Stock Holding History

NewEdge Wealth’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 		$24.4M Buy
57,986
+232
+0.4% +$92.3K 0.24% 86
2026
Q1 		$21.5M Sell
57,754
-21,618
-27% -$8.91M 0.26% 86
2025
Q4 		$35.7M Buy
79,372
+21,845
+38% +$9.68M 0.4% 56
2025
Q3 		$26.6M Buy
57,527
+3,462
+6% +$1.2M 0.38% 58
2025
Q2 		$17.4M Buy
54,065
+2,302
+4% +$694K 0.27% 87
2025
Q1 		$13.4M Buy
51,763
+5,363
+12% +$1.79M 0.24% 90
2024
Q4 		$18.7M Buy
46,400
+1,082
+2% +$348K 0.32% 81
2024
Q3 		$11.9M Buy
45,318
+13,300
+42% +$3.03M 0.21% 101
2024
Q2 		$6.34M Sell
32,018
-1,786
-5% -$312K 0.14% 135
2024
Q1 		$6.09M Sell
33,804
-6,106
-15% -$1.19M 0.14% 137
2023
Q4 		$9.92M Buy
39,910
+144
+0.4% +$34.2K 0.25% 101
2023
Q3 		$9.95M Sell
39,766
-275
-0.7% -$70.6K 0.32% 91
2023
Q2 		$10.5M Buy
40,041
+832
+2% +$166K 0.35% 84
2023
Q1 		$8.13M Buy
39,209
+32,678
+500% +$5.7M 0.31% 89
2022
Q4 		$804K Sell
6,531
-806
-11% -$153K 0.03% 313
2022
Q3 		$1.95M Sell
7,337
-1,627
-18% -$454K 0.09% 191
2022
Q2 		$2.01M Sell
8,964
-402
-4% -$110K 0.09% 188
2022
Q1 		$3.36M Buy
9,366
+3,708
+66% +$1.15M 0.15% 129
2021
Q4 		$1.99M Buy
5,658
+2,562
+83% +$859K 0.08% 170
2021
Q3 		$800K Buy
3,096
+12
+0.4% +$2.82K 0.05% 195
2021
Q2 		$699K Sell
3,084
-1,206
-28% -$262K 0.05% 195
2021
Q1 		$955K Buy
+4,290
New +$1.08M 0.09% 165

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

NewEdge Wealth's TSLA Position: Q2 2026 in Review

NewEdge Wealth increased its Tesla (TSLA) stake by 0.4% in Q2 2026, buying an estimated $92.3K and bringing the position to 57,986 shares worth $24.4M. The position accounts for 0.24% of the portfolio, ranked #86.

NewEdge Wealth first reported a position in TSLA in Q1 2021 and has held it in 22 quarters since. The position peaked at $35.7M in Q4 2025. 4,272 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • NewEdge Wealth held 57,986 shares of Tesla worth $24.4M as of Q2 2026.
  • NewEdge Wealth bought 232 Tesla shares in Q2 2026, an estimated $92.3K.
  • Tesla made up 0.24% of NewEdge Wealth's portfolio in Q2 2026, its #86 holding.
  • NewEdge Wealth first reported a position in Tesla in Q1 2021 and has held it in 22 quarters since.
  • NewEdge Wealth's Tesla position peaked at $35.7M in Q4 2025.
  • 4,272 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.