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 Q1	$372K	Buy	+1,000	New	+$412K	﹤0.01%	907

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

NewEdge Wealth's TSLA Position: Q1 2026 in Review

NewEdge Wealth reduced its Tesla (TSLA) stake by 27% in Q1 2026, selling an estimated $8.91M and leaving 57,754 shares worth $21.5M. The position accounts for 0.26% of the portfolio, ranked #86.

NewEdge Wealth first reported a position in TSLA in Q1 2021 and has held it in 21 quarters since. The position peaked at $35.7M in Q4 2025. 4,175 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

NewEdge Wealth held 57,754 shares of Tesla worth $21.5M as of Q1 2026.
NewEdge Wealth sold 21,618 Tesla shares in Q1 2026, an estimated $8.91M.
Tesla made up 0.26% of NewEdge Wealth's portfolio in Q1 2026, its #86 holding.
NewEdge Wealth first reported a position in Tesla in Q1 2021 and has held it in 21 quarters since.
NewEdge Wealth's Tesla position peaked at $35.7M in Q4 2025.
4,175 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.