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 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 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

NWF Advisory Services's TSLA Position: Q1 2026 in Review

NWF Advisory Services reduced its Tesla (TSLA) stake by 2.7% in Q1 2026, selling an estimated $132K and leaving 11,562 shares worth $4.3M. The position accounts for 0.49% of the portfolio, ranked #50.

NWF Advisory Services first reported a position in TSLA in Q1 2023 and has held it in 13 quarters since. The position peaked at $5.34M in Q4 2025. 4,174 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

NWF Advisory Services held 11,562 shares of Tesla worth $4.3M as of Q1 2026.
NWF Advisory Services sold 320 Tesla shares in Q1 2026, an estimated $132K.
Tesla made up 0.49% of NWF Advisory Services's portfolio in Q1 2026, its #50 holding.
NWF Advisory Services first reported a position in Tesla in Q1 2023 and has held it in 13 quarters since.
NWF Advisory Services's Tesla position peaked at $5.34M in Q4 2025.
4,174 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on NWF Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.