North Ridge Wealth Advisors’s Tesla TSLA Stock Holding History

North Ridge Wealth Advisors’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	$242K	Hold	650	–	–	0.14%	47
2025 Q4	$292K	Sell	650 -88	-12%	-$39K	0.16%	41
2025 Q3	$328K	Hold	738	–	–	0.19%	42
2025 Q2	$234K	Sell	738 -265	-26%	-$79.8K	0.14%	41
2025 Q1	$260K	Sell	1,003 -287	-22%	-$95.6K	0.17%	37
2024 Q4	$521K	Sell	1,290 -549	-30%	-$177K	0.36%	27
2024 Q3	$481K	Hold	1,839	–	–	0.33%	30
2024 Q2	$364K	Buy	1,839 +39	+2%	+$6.82K	0.28%	36
2024 Q1	$316K	Hold	1,800	–	–	0.25%	37
2023 Q4	$447K	Hold	1,800	–	–	0.37%	31
2023 Q3	$450K	Sell	1,800 -517	-22%	-$133K	0.44%	31
2023 Q2	$607K	Sell	2,317 -1,333	-37%	-$267K	0.58%	27
2023 Q1	$757K	Buy	+3,650	New	+$637K	0.76%	22

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

North Ridge Wealth Advisors's TSLA Position: Q1 2026 in Review

North Ridge Wealth Advisors held its Tesla (TSLA) position steady in Q1 2026 at 650 shares worth $242K. The position accounts for 0.14% of the portfolio, ranked #47.

North Ridge Wealth Advisors first reported a position in TSLA in Q1 2023 and has held it in 13 quarters since. The position peaked at $757K in Q1 2023. 4,175 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

North Ridge Wealth Advisors held 650 shares of Tesla worth $242K as of Q1 2026.
North Ridge Wealth Advisors left its Tesla share count unchanged in Q1 2026.
Tesla made up 0.14% of North Ridge Wealth Advisors's portfolio in Q1 2026, its #47 holding.
North Ridge Wealth Advisors first reported a position in Tesla in Q1 2023 and has held it in 13 quarters since.
North Ridge Wealth Advisors's Tesla position peaked at $757K in Q1 2023.
4,175 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on North Ridge Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.