Optivise Advisory Services’s Tesla TSLA Stock Holding History

Optivise 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	$1.4M	Sell	3,322 -454	-12%	-$181K	0.71%	37
2026 Q1	$1.4M	Buy	3,776 +57	+2%	+$23.5K	0.85%	27
2025 Q4	$1.67M	Buy	3,719 +555	+18%	+$246K	0.96%	26
2025 Q3	$1.41M	Sell	3,164 -621	-16%	-$215K	0.84%	31
2025 Q2	$1.2M	Buy	3,785 +807	+27%	+$243K	0.61%	44
2025 Q1	$772K	Sell	2,978 -106	-3%	-$35.3K	0.43%	60
2024 Q4	$1.25M	Buy	3,084 +1,021	+49%	+$328K	0.67%	39
2024 Q3	$540K	Buy	2,063 +200	+11%	+$45.6K	0.28%	74
2024 Q2	$369K	Buy	+1,863	New	+$326K	0.2%	110

Other funds holding TSLA

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

HAM

Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

NAH

Neumann Advisory (HK) Central, Hong Kong $356M AUM 37.48% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

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

Optivise Advisory Services reduced its Tesla (TSLA) stake by 12% in Q2 2026, selling an estimated $181K and leaving 3,322 shares worth $1.4M. The position accounts for 0.71% of the portfolio, ranked #37.

Optivise Advisory Services first reported a position in TSLA in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.67M in Q4 2025. 1,580 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

Optivise Advisory Services held 3,322 shares of Tesla worth $1.4M as of Q2 2026.
Optivise Advisory Services sold 454 Tesla shares in Q2 2026, an estimated $181K.
Tesla made up 0.71% of Optivise Advisory Services's portfolio in Q2 2026, its #37 holding.
Optivise Advisory Services first reported a position in Tesla in Q2 2024 and has held it in 9 quarters since.
Optivise Advisory Services's Tesla position peaked at $1.67M in Q4 2025.
1,580 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

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