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Northstar Advisory Group’s Tesla TSLA Stock Holding History

Northstar Advisory 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 		$2.95M Sell
7,016
-55
-0.8% -$21.9K 0.92% 29
2026
Q1 		$2.63M Sell
7,071
-3,712
-34% -$1.53M 0.98% 24
2025
Q4 		$4.85M Buy
10,783
+1,940
+22% +$860K 1.72% 15
2025
Q3 		$3.93M Buy
8,843
+159
+2% +$55.1K 1.61% 18
2025
Q2 		$2.76M Buy
8,684
+1,172
+16% +$353K 1.35% 24
2025
Q1 		$1.95M Buy
7,512
+219
+3% +$73K 1.27% 27
2024
Q4 		$2.95M Buy
7,293
+362
+5% +$116K 1.5% 21
2024
Q3 		$1.81M Sell
6,931
-3,349
-33% -$764K 0.94% 37
2024
Q2 		$2.03M Buy
10,280
+6,032
+142% +$1.05M 1.17% 25
2024
Q1 		$731K Sell
4,248
-3,587
-46% -$701K 0.44% 45
2023
Q4 		$1.95M Sell
7,835
-3,949
-34% -$939K 1.16% 25
2023
Q3 		$2.95M Buy
11,784
+3,519
+43% +$904K 2.15% 13
2023
Q2 		$2.16M Buy
8,265
+870
+12% +$174K 1.41% 24
2023
Q1 		$1.53M Buy
7,395
+1,603
+28% +$280K 1.15% 21
2022
Q4 		$713K Buy
5,792
+1,391
+32% +$263K 0.56% 34
2022
Q3 		$1.17M Buy
4,401
+1,863
+73% +$520K 1.05% 18
2022
Q2 		$570K Buy
2,538
+504
+25% +$138K 0.42% 37
2022
Q1 		$731K Buy
2,034
+243
+14% +$75.7K 0.47% 51
2021
Q4 		$631K Sell
1,791
-1,239
-41% -$416K 0.37% 47
2021
Q3 		$783K Buy
3,030
+1,509
+99% +$355K 0.77% 28
2021
Q2 		$345K Buy
1,521
+12
+0.8% +$2.6K 0.22% 86
2021
Q1 		$336K Sell
1,509
-51
-3% -$12.8K 0.26% 72
2020
Q4 		$367K Buy
+1,560
New +$266K 0.31% 63

Other funds holding TSLA

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Northstar Advisory Group's TSLA Position: Q2 2026 in Review

Northstar Advisory Group reduced its Tesla (TSLA) stake by 0.78% in Q2 2026, selling an estimated $21.9K and leaving 7,016 shares worth $2.95M. The position accounts for 0.92% of the portfolio, ranked #29.

Northstar Advisory Group first reported a position in TSLA in Q4 2020 and has held it in 23 quarters since. The position peaked at $4.85M in Q4 2025. 2,101 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Northstar Advisory Group held 7,016 shares of Tesla worth $2.95M as of Q2 2026.
  • Northstar Advisory Group sold 55 Tesla shares in Q2 2026, an estimated $21.9K.
  • Tesla made up 0.92% of Northstar Advisory Group's portfolio in Q2 2026, its #29 holding.
  • Northstar Advisory Group first reported a position in Tesla in Q4 2020 and has held it in 23 quarters since.
  • Northstar Advisory Group's Tesla position peaked at $4.85M in Q4 2025.
  • 2,101 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Northstar Advisory Group's 13F filing for Q2 2026, filed 14 Jul 2026.