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Nicholson Wealth Management Group’s Tesla TSLA Stock Holding History

Nicholson Wealth Management 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 		$764K Buy
1,817
+104
+6% +$41.4K 0.45% 77
2026
Q1 		$637K Buy
1,713
+5
+0.3% +$2.06K 0.37% 84
2025
Q4 		$768K Buy
1,708
+144
+9% +$63.8K 0.45% 80
2025
Q3 		$696K Hold
1,564
– – 0.41% 84
2025
Q2 		$497K Buy
1,564
+121
+8% +$36.5K 0.31% 92
2025
Q1 		$374K Sell
1,443
-175
-11% -$58.3K 0.25% 91
2024
Q4 		$653K Buy
1,618
+200
+14% +$64.3K 0.44% 81
2024
Q3 		$371K Buy
+1,418
New +$323K 0.3% 89

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

Nicholson Wealth Management Group's TSLA Position: Q2 2026 in Review

Nicholson Wealth Management Group increased its Tesla (TSLA) stake by 6.1% in Q2 2026, buying an estimated $41.4K and bringing the position to 1,817 shares worth $764K. The position accounts for 0.45% of the portfolio, ranked #77.

Nicholson Wealth Management Group first reported a position in TSLA in Q3 2024 and has held it in 8 quarters since. The position peaked at $768K in Q4 2025. 4,302 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Nicholson Wealth Management Group held 1,817 shares of Tesla worth $764K as of Q2 2026.
  • Nicholson Wealth Management Group bought 104 Tesla shares in Q2 2026, an estimated $41.4K.
  • Tesla made up 0.45% of Nicholson Wealth Management Group's portfolio in Q2 2026, its #77 holding.
  • Nicholson Wealth Management Group first reported a position in Tesla in Q3 2024 and has held it in 8 quarters since.
  • Nicholson Wealth Management Group's Tesla position peaked at $768K in Q4 2025.
  • 4,302 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Nicholson Wealth Management Group's 13F filing for Q2 2026, filed 29 Jul 2026.