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NWF Advisory Services’s Tesla TSLA Stock Holding History

NWF Advisory Services’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 		$4.94M Buy
11,748
+186
+2% +$74K 0.46% 49
2026
Q1 		$4.3M Sell
11,562
-320
-3% -$132K 0.49% 50
2025
Q4 		$5.34M Buy
11,882
+111
+0.9% +$49.2K 0.59% 41
2025
Q3 		$5.23M Sell
11,771
-461
-4% -$160K 0.57% 44
2025
Q2 		$3.89M Buy
12,232
+420
+4% +$127K 0.46% 50
2025
Q1 		$3.06M Sell
11,812
-706
-6% -$235K 0.43% 51
2024
Q4 		$5.06M Buy
12,518
+4,059
+48% +$1.31M 0.74% 36
2024
Q3 		$2.21M Sell
8,459
-1,253
-13% -$286K 0.32% 66
2024
Q2 		$1.92M Buy
9,712
+348
+4% +$60.8K 0.31% 63
2024
Q1 		$1.65M Buy
9,364
+730
+8% +$143K 0.27% 68
2023
Q4 		$2.15M Buy
8,634
+885
+11% +$210K 0.43% 49
2023
Q3 		$1.94M Buy
7,749
+271
+4% +$69.6K 0.46% 43
2023
Q2 		$1.96M Hold
7,478
– – 0.45% 44
2023
Q1 		$1.96M Buy
+7,478
New +$1.3M 0.45% 44

Other funds holding TSLA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

NWF Advisory Services's TSLA Position: Q2 2026 in Review

NWF Advisory Services increased its Tesla (TSLA) stake by 1.6% in Q2 2026, buying an estimated $74K and bringing the position to 11,748 shares worth $4.94M. The position accounts for 0.46% of the portfolio, ranked #49.

NWF Advisory Services first reported a position in TSLA in Q1 2023 and has held it in 14 quarters since. The position peaked at $5.34M in Q4 2025. 4,291 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • NWF Advisory Services held 11,748 shares of Tesla worth $4.94M as of Q2 2026.
  • NWF Advisory Services bought 186 Tesla shares in Q2 2026, an estimated $74K.
  • Tesla made up 0.46% of NWF Advisory Services's portfolio in Q2 2026, its #49 holding.
  • NWF Advisory Services first reported a position in Tesla in Q1 2023 and has held it in 14 quarters since.
  • NWF Advisory Services's Tesla position peaked at $5.34M in Q4 2025.
  • 4,291 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on NWF Advisory Services's 13F filing for Q2 2026, filed 29 Jul 2026.