NEVILLE RODIE & SHAW INC TSLA TESLA MOTORS INC

Ownership history in NEVILLE RODIE & SHAW INC  ·  4 quarters on record

AI Ownership Summary

NEVILLE RODIE & SHAW INC reported TESLA MOTORS INC (TSLA) in 4 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.02% in 2025 Q3. The latest visible filing shows TSLA at 0.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this TSLA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was NEVILLE RODIE & SHAW INC's position in TESLA MOTORS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

TSLA was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How NEVILLE RODIE & SHAW INC held TSLA — position size vs. price
% of Fund (quarterly)    TSLA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 574 0% 0.02% $213 2026-05-15 (Est.) $422.24
2025 Q4 UNCHANGED 574 0% 0.02% $258K 2026-01-06 $432.96
2025 Q3 ADDED 574 +25 +4.6% 0.02% $255K 2025-10-01 $459.46
2024 Q4 INITIATED 549 0.02% $222K 2025-01-06 $411.05

FAQ About NEVILLE RODIE & SHAW INC and TSLA

These are the practical questions this page is built to answer before you even open the full history table.

How long has NEVILLE RODIE & SHAW INC reported owning TSLA?

NEVILLE RODIE & SHAW INC reported TSLA across 4 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported TSLA position in NEVILLE RODIE & SHAW INC's portfolio?

The largest reported portfolio weight for TSLA was 0.02% in 2025 Q3.

What is the latest reported TSLA position on this page?

The most recent filing on this page is 2026 Q1, when NEVILLE RODIE & SHAW INC reported 574 shares, equal to 0.02% of portfolio, with an estimated market value of $213.

What does the chart on this TSLA ownership page compare?

The chart compares NEVILLE RODIE & SHAW INC's quarterly TSLA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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