NewEdge Wealth, LLC

Position in TSLA — Tesla, Inc.

CIK 1861796 STAMFORD, CT

Back to TSLA Full portfolio

Position in TSLA

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$24,388,911

+$2,918,862 QoQ

Shares Held

57,986

+0.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.33%

of 13F equity value

Holder Rank

#586

of 4,242 holders

Holding Since

Mar 2021

22 quarters on record

Voting authority Sole 11% Shared 0% None 89%

Common Shares in TSLA Over Time

Shares Held

Position Value (USD)

Derivatives in TSLA

reported options exposure · as of Mar 31, 2026

CallValue

CallShares

PutValue

$371,750

PutShares

1,000

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Auto Manufacturers

Consumer Cyclical · as of Jun 30, 2026

NewEdge Wealth, LLC holds $33,683,859 across 5 Auto Manufacturers names. TSLA ranks #1 (72.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TSLA	Tesla, Inc. This page	57,986	$24,388,911
2	RACE	Ferrari N.V.	17,295	$6,438,755
3	GM	General Motors Co	31,376	$2,418,462
4	F	Ford Motor Co	15,869	$220,579
5	RIVN	Rivian Automotive, Inc. / DE	12,516	$217,152

All Filings in TSLA

Export CSV

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$24,388,911	57,986	+0.4%	Shares	Sole	2026-08-10
2026-03-31	$21,470,049	57,754	-27.2%	Shares	Sole	2026-05-13
2026-03-31	$371,750	1,000	—	Put	Sole	2026-05-13
2025-12-31	$35,695,175	79,372	+38.0%	Shares	Sole	2026-02-03
2025-09-30	$25,583,407	57,527	+6.4%	Shares	Sole	2025-11-07
2025-06-30	$17,174,287	54,065	+4.4%	Shares	Sole	2025-08-11
2025-03-31	$13,414,899	51,763	+11.6%	Shares	Sole	2025-05-09
2024-12-31	$18,738,176	46,400	+2.4%	Shares	Sole	2025-02-05
2024-09-30	$11,856,548	45,318	+41.5%	Shares	Sole	2024-11-12
2024-06-30	$6,335,721	32,018	-5.3%	Shares	Sole	2024-08-02
2024-03-31	$5,942,405	33,804	-15.3%	Shares	Sole	2024-05-06
2023-12-31	$9,916,836	39,910	+0.4%	Shares	Sole	2024-01-29
2023-09-30	$9,950,248	39,766	-0.7%	Shares	Sole	2023-11-08
2023-06-30	$10,481,532	40,041	+2.1%	Shares	Sole	2023-08-09
2023-03-31	$8,134,299	39,209	+500.4%	Shares	Sole	2023-05-08
2022-12-31	$804,488	6,531	-11.0%	Shares	Sole	2023-02-14
2022-09-30	$1,946,139	7,337	+145.5%	Shares	Sole	2022-11-14
2022-06-30	$2,012,178	2,988	-4.3%	Shares	Sole	2022-08-09
2022-03-31	$3,364,267	3,122	+65.5%	Shares	Sole	2022-05-10
2021-12-31	$1,993,087	1,886	+82.8%	Shares	Sole	2022-01-31
2021-09-30	$800,295	1,032	+0.4%	Shares	Sole	2021-11-12
2021-06-30	$698,731	1,028	-28.1%	Shares	Sole	2021-08-11
2021-03-31	$955,139	1,430	—	Shares	Sole	2021-05-13
No filing history on record for this holder in this stock.