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
2021 Q4	–	Sell	-300	Closed	-$2K	–	221
2021 Q3	$2K	Hold	300	–	–	﹤0.01%	203
2021 Q2	$1K	Sell	300 -300	-50%	-$65.1K	﹤0.01%	194
2021 Q1	$1K	Buy	600 +300	+100%	+$75.3K	﹤0.01%	180
2020 Q4	$4K	Sell	300 -600	-67%	-$102K	﹤0.01%	175
2020 Q3	$2K	Sell	900 -600	-40%	-$70.8K	﹤0.01%	177
2020 Q2	$5K	Hold	1,500	–	–	﹤0.01%	207
2020 Q1	$1K	Buy	+1,500	New	+$62.2K	﹤0.01%	197

Other funds holding TSLA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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.