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	–	Sell	-1,000	Closed	-$372K	–	1272
2026 Q1	$372K	Buy	+1,000	New	+$412K	﹤0.01%	907

Other funds holding TSLA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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. 4,317 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.
4,317 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.