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Nicolet Advisory Services’s Tesla TSLA Stock Holding History

Nicolet Advisory Services’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
2025
Q4 		$4.54M Buy
10,109
+489
+5% +$217K 0.31% 48
2025
Q3 		$4.17M Buy
9,620
+769
+9% +$267K 0.32% 49
2025
Q2 		$2.68M Buy
8,851
+194
+2% +$58.4K 0.23% 54
2025
Q1 		$2.19M Buy
8,657
+383
+5% +$128K 0.22% 56
2024
Q4 		$3.27M Sell
8,274
-770
-9% -$248K 0.3% 50
2024
Q3 		$2.18M Buy
9,044
+286
+3% +$65.2K 0.21% 57
2024
Q2 		$2.31M Buy
8,758
+752
+9% +$131K 0.22% 55
2024
Q1 		$1.42M Sell
8,006
-288
-3% -$56.3K 0.14% 77
2023
Q4 		$1.97M Sell
8,294
-1,219
-13% -$290K 0.21% 58
2023
Q3 		$2.48M Buy
9,513
+579
+6% +$149K 0.28% 52
2023
Q2 		$2.47M Buy
8,934
+836
+10% +$167K 0.27% 52
2023
Q1 		$1.5M Buy
8,098
+2,204
+37% +$384K 0.17% 67
2022
Q4 		$726K Buy
5,894
+1,246
+27% +$236K 0.1% 101
2022
Q3 		$1.04M Buy
4,648
+115
+3% +$32.1K 0.17% 56
2022
Q2 		$1.11M Sell
4,533
-126
-3% -$34.4K 0.16% 60
2022
Q1 		$1.59M Buy
4,659
+42
+0.9% +$13.1K 0.21% 49
2021
Q4 		$1.63M Sell
4,617
-54
-1% -$18.1K 0.2% 50
2021
Q3 		$1.21M Buy
4,671
+84
+2% +$19.8K 0.15% 62
2021
Q2 		$1.04M Buy
4,587
+42
+0.9% +$9.12K 0.14% 63
2021
Q1 		$1.01M Sell
4,545
-4,446
-49% -$1.12M 0.14% 61
2020
Q4 		$2.12M Sell
8,991
-267
-3% -$45.6K 0.3% 42
2020
Q3 		$1.32M Sell
9,258
-132
-1% -$15.6K 0.21% 53
2020
Q2 		$676K Buy
9,390
+465
+5% +$25.2K 0.1% 93
2020
Q1 		$312K Buy
8,925
+1,680
+23% +$69.6K 0.06% 137
2019
Q4 		$202K Buy
+7,245
New +$157K 0.03% 167

Other funds holding TSLA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Nicolet Advisory Services's TSLA Position: Q4 2025 in Review

Nicolet Advisory Services increased its Tesla (TSLA) stake by 5.1% in Q4 2025, buying an estimated $217K and bringing the position to 10,109 shares worth $4.54M. The position accounts for 0.31% of the portfolio, ranked #48.

Nicolet Advisory Services first reported a position in TSLA in Q4 2019 and has held it in 25 quarters since. 4,335 funds tracked by Wall St. Rank hold TSLA as of Q4 2025.

  • Nicolet Advisory Services held 10,109 shares of Tesla worth $4.54M as of Q4 2025.
  • Nicolet Advisory Services bought 489 Tesla shares in Q4 2025, an estimated $217K.
  • Tesla made up 0.31% of Nicolet Advisory Services's portfolio in Q4 2025, its #48 holding.
  • Nicolet Advisory Services first reported a position in Tesla in Q4 2019 and has held it in 25 quarters since.
  • 4,335 funds tracked by Wall St. Rank held Tesla as of Q4 2025.

Based on Nicolet Advisory Services's 13F filing for Q4 2025, filed 13 Feb 2026.