Norris Financial Group’s Tesla TSLA Stock Holding History

Norris Financial 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	$710K	Buy	1,689 +222	+15%	+$88.3K	0.28%	44
2026 Q1	$545K	Buy	1,467 +1	+0.1%	+$412	0.18%	60
2025 Q4	$659K	Hold	1,466	–	–	0.22%	59
2025 Q3	$652K	Sell	1,466 -403	-22%	-$140K	0.24%	57
2025 Q2	$594K	Buy	1,869 +118	+7%	+$35.6K	0.24%	58
2025 Q1	$454K	Buy	1,751 +16	+0.9%	+$5.33K	0.21%	62
2024 Q4	$701K	Buy	1,735 +741	+75%	+$238K	0.33%	52
2024 Q3	$260K	Buy	+994	New	+$227K	0.13%	69
2024 Q1	–	Sell	-987	Closed	-$245K	–	81
2023 Q4	$245K	Hold	987	–	–	0.15%	59
2023 Q3	$247K	Hold	987	–	–	0.17%	57
2023 Q2	$258K	Sell	987 -15	-1%	-$3K	0.18%	55
2023 Q1	$208K	Buy	+1,002	New	+$175K	0.15%	62
2022 Q4	–	Sell	-768	Closed	-$204K	–	77
2022 Q3	$204K	Buy	+768	New	+$214K	0.19%	61
2022 Q2	–	Sell	-624	Closed	-$224K	–	87
2022 Q1	$224K	Sell	624 -1,902	-75%	-$592K	0.14%	71
2021 Q4	$890K	Sell	2,526 -552	-18%	-$185K	0.54%	42
2021 Q3	$796K	Buy	+3,078	New	+$724K	0.53%	43

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 $3.37T AUM 44.26% 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

Norris Financial Group's TSLA Position: Q2 2026 in Review

Norris Financial Group increased its Tesla (TSLA) stake by 15% in Q2 2026, buying an estimated $88.3K and bringing the position to 1,689 shares worth $710K. The position accounts for 0.28% of the portfolio, ranked #44.

Norris Financial Group first reported a position in TSLA in Q3 2021 and has held it in 16 quarters since. The position peaked at $890K in Q4 2021. 4,286 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

Norris Financial Group held 1,689 shares of Tesla worth $710K as of Q2 2026.
Norris Financial Group bought 222 Tesla shares in Q2 2026, an estimated $88.3K.
Tesla made up 0.28% of Norris Financial Group's portfolio in Q2 2026, its #44 holding.
Norris Financial Group first reported a position in Tesla in Q3 2021 and has held it in 16 quarters since.
Norris Financial Group's Tesla position peaked at $890K in Q4 2021.
4,286 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Norris Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.