Nvest Financial’s Tesla TSLA Stock Holding History

Nvest Financial’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	$607K	Buy	1,633 +52	+3%	+$21.4K	0.23%	82
2025 Q4	$711K	Buy	1,581 +420	+36%	+$186K	0.3%	67
2025 Q3	$516K	Sell	1,161 -312	-21%	-$108K	0.3%	69
2025 Q2	$468K	Buy	1,473 +121	+9%	+$36.5K	0.24%	69
2025 Q1	$350K	Buy	1,352 +51	+4%	+$17K	0.19%	75
2024 Q4	$525K	Buy	+1,301	New	+$419K	0.27%	77
2024 Q2	–	Sell	-6,213	Closed	-$1.09M	–	95
2024 Q1	$1.09M	Buy	6,213 +4,790	+337%	+$936K	0.73%	38
2023 Q4	$354K	Buy	1,423 +500	+54%	+$119K	0.28%	57
2023 Q3	$231K	Buy	+923	New	+$237K	0.22%	57
2022 Q2	–	Sell	-624	Closed	-$224K	–	71
2022 Q1	$224K	Buy	+624	New	+$194K	0.18%	68

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

Nvest Financial's TSLA Position: Q1 2026 in Review

Nvest Financial increased its Tesla (TSLA) stake by 3.3% in Q1 2026, buying an estimated $21.4K and bringing the position to 1,633 shares worth $607K. The position accounts for 0.23% of the portfolio, ranked #82.

Nvest Financial first reported a position in TSLA in Q1 2022 and has held it in 10 quarters since. The position peaked at $1.09M in Q1 2024. 4,175 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

Nvest Financial held 1,633 shares of Tesla worth $607K as of Q1 2026.
Nvest Financial bought 52 Tesla shares in Q1 2026, an estimated $21.4K.
Tesla made up 0.23% of Nvest Financial's portfolio in Q1 2026, its #82 holding.
Nvest Financial first reported a position in Tesla in Q1 2022 and has held it in 10 quarters since.
Nvest Financial's Tesla position peaked at $1.09M in Q1 2024.
4,175 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Nvest Financial's 13F filing for Q1 2026, filed 28 Apr 2026.