TESLA INC · CUSIP 88160R101 · CIK 2001019
As of 2026-06-30, NEOS Investment Management LLC reported 1.55M TSLA (shares), valued at $652.92M, or 2.41% of its reported non-derivative portfolio. Filed 2026-08-11.
Verify history & sources →Shares increased 10.91%; reported value increased 25.48%, and weight changed -0.22 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 2.41% | 1,552,352 | SEC filing ↗Filed Aug 11, 2026 |
| Q1 2026 | 2.63% | 1,399,690 | SEC filing ↗Filed May 15, 2026 |
| Q4 2025 | 2.76% | 1,061,348 | SEC filing ↗Filed Feb 17, 2026 |
| Q3 2025 | 2.49% | 746,585 | SEC filing ↗Filed Nov 7, 2025 |
| Q2 2025 | 1.89% | 480,769 | SEC filing ↗Filed Aug 13, 2025 |
| Q1 2025 | 1.61% | 327,818 | SEC filing ↗Filed May 15, 2025 |
| Q4 2024 | 2.35% | 246,926 | SEC filing ↗Filed Feb 12, 2025 |
| Q3 2024 | 1.73% | 219,146 | SEC filing ↗Filed Nov 13, 2024 |
| Q2 2024 | 1.55% | 190,305 | SEC filing ↗Filed Aug 14, 2024 |
| Q1 2024 | 1.45% | 132,717 | SEC filing ↗Filed May 13, 2024 |
| Q4 2023 | 2.39% | 101,692 | SEC filing ↗Filed Feb 13, 2024 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | 2.39% | 101,692 | $25.27M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Feb 13, 2024 |
| Q1 2024 | 1.45% | 132,717 | $23.33M | Shares increased 30.51%; reported value decreased 7.67%, and weight changed -0.94 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 13, 2024 |
| Q2 2024 | 1.55% | 190,305 | $37.66M | Shares increased 43.39%; reported value increased 61.41%, and weight changed +0.10 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 14, 2024 |
| Q3 2024 | 1.73% | 219,146 | $57.34M | Shares increased 15.16%; reported value increased 52.25%, and weight changed +0.18 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 13, 2024 |
| Q4 2024 | 2.35% | 246,926 | $99.72M | Shares increased 12.68%; reported value increased 73.92%, and weight changed +0.62 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 12, 2025 |
| Q1 2025 | 1.61% | 327,818 | $84.96M | Shares increased 32.76%; reported value decreased 14.80%, and weight changed -0.74 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 15, 2025 |
| Q2 2025 | 1.89% | 480,769 | $152.72M | Shares increased 46.66%; reported value increased 79.76%, and weight changed +0.28 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 13, 2025 |
| Q3 2025 | 2.49% | 746,585 | $332.02M | Shares increased 55.29%; reported value increased 117.40%, and weight changed +0.60 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 7, 2025 |
| Q4 2025 | 2.76% | 1,061,348 | $477.31M | Shares increased 42.16%; reported value increased 43.76%, and weight changed +0.27 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 17, 2026 |
| Q1 2026 | 2.63% | 1,399,690 | $520.33M | Shares increased 31.88%; reported value increased 9.01%, and weight changed -0.13 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 15, 2026 |
| Q2 2026 | 2.41% | 1,552,352 | $652.92M | Shares increased 10.91%; reported value increased 25.48%, and weight changed -0.22 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 11, 2026 |
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