New Insight Wealth Advisors TSLA — TESLA INC

Ownership history in New Insight Wealth Advisors  ·  8 quarters on record

AI Ownership Summary

New Insight Wealth Advisors reported TESLA INC (TSLA) in 8 quarterly 13F filings from 2024 Q1 through 2025 Q4. Peak portfolio weight reached 5.49% in 2024 Q1. The latest visible filing shows TSLA at 2.57% 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 New Insight Wealth Advisors's position in TESLA 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
2025 Q4

TSLA was reported at 2.57% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
5.49% in 2024 Q1

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

Time in book
Holding Window
2024 Q1 to 2025 Q4

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.

TSLA stock page New Insight Wealth Advisors fund profile New Insight Wealth Advisors full holdings
How New Insight Wealth Advisors 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 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 18.9% -17.3% ✅ 16,002 -3,735 -18.9% 2.57% $7.2M 2026-02-14 (Est.) $417.44
2025 Q3 REDUCED 6.0% +3.4% ❌ 19,737 -1,260 -6.0% 3.30% $8.8M 2025-10-29 $461.51
2025 Q2 REDUCED 7.6% +39.5% ❌ 20,997 -1,724 -7.6% 2.74% $6.7M 2025-07-16 $321.67
2025 Q1 ADDED — — — 22,721 +891 +4.1% 2.67% $5.9M 2025-04-30 $282.16
2024 Q4 REDUCED 31.8% -35.8% ✅ 21,830 -10,165 -31.8% 4.42% $8.8M 2025-02-07 $361.62
2024 Q3 REDUCED 9.9% +59.5% ❌ 31,995 -3,512 -9.9% 4.41% $8.4M 2024-11-13 $330.24
2024 Q2 ADDED — — — 35,507 +2,678 +8.2% 4.14% $7.0M 2024-08-15 $214.14
2024 Q1 INITIATED — — — 32,829 — — 5.49% $8.2M 2024-05-08 $174.72

🏢 Other funds also holding TSLA

As of 2026 Q1 — sorted by position size

Neumann Advisory Hong Kong Ltd 3Y 7Y 76.09% NIGHTVIEW CAPITAL, LLC 3Y 7Y 28.23% QVR LLC 3Y 19.87% BANQUE PICTET & CIE SA 3Y 7Y 19.7% BANQUE PICTET & CIE SA 3Y 7Y 19.38% HAMILTON CAPITAL PARTNERS, LLC 15.93% Q Fund Management (Hong Kong) Ltd 13.8% Ariston Services Group 13.08% Straight Path Wealth Management 3Y 11.76% Eagle Bay Advisors LLC 3Y 8.14%

FAQ About New Insight Wealth Advisors and TSLA

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

How long has New Insight Wealth Advisors reported owning TSLA?

New Insight Wealth Advisors reported TSLA across 8 quarterly 13F filings, from 2024 Q1 through 2025 Q4.

What was the largest reported TSLA position in New Insight Wealth Advisors's portfolio?

The largest reported portfolio weight for TSLA was 5.49% in 2024 Q1.

What is the latest reported TSLA position on this page?

The most recent filing on this page is 2025 Q4, when New Insight Wealth Advisors reported 16,002 shares, equal to 2.57% of portfolio, with an estimated market value of $7.2M.

What does the chart on this TSLA ownership page compare?

The chart compares New Insight Wealth Advisors'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.

How well did New Insight Wealth Advisors time their TSLA position?

Based on 13F filing dates vs. subsequent TSLA price moves, New Insight Wealth Advisors correctly timed 5 out of 7 reported position changes (71%). The annualised alpha on TSLA relative to SPY over the holding period was +45.9%.

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