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Nvest Wealth Strategies’s Tesla TSLA Stock Holding History

Nvest Wealth Strategies’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 		$66K Sell
157
-145
-48% -$57.7K 0.04% 46
2026
Q1 		$112K Hold
302
– – 0.08% 39
2025
Q4 		$136K Buy
+302
New +$134K 0.1% 35

Other funds holding TSLA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Nvest Wealth Strategies's TSLA Position: Q2 2026 in Review

Nvest Wealth Strategies reduced its Tesla (TSLA) stake by 48% in Q2 2026, selling an estimated $57.7K and leaving 157 shares worth $66K. The position accounts for 0.04% of the portfolio, ranked #46.

Nvest Wealth Strategies first reported a position in TSLA in Q4 2025 and has held it in 3 quarters since. The position peaked at $136K in Q4 2025. 2,843 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Nvest Wealth Strategies held 157 shares of Tesla worth $66K as of Q2 2026.
  • Nvest Wealth Strategies sold 145 Tesla shares in Q2 2026, an estimated $57.7K.
  • Tesla made up 0.04% of Nvest Wealth Strategies's portfolio in Q2 2026, its #46 holding.
  • Nvest Wealth Strategies first reported a position in Tesla in Q4 2025 and has held it in 3 quarters since.
  • Nvest Wealth Strategies's Tesla position peaked at $136K in Q4 2025.
  • 2,843 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Nvest Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.