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Bard Financial Services’s Tesla TSLA Stock Holding History

Bard Financial 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
2025
Q3 		$4.09M Hold
9,190
– – 0.45% 59
2025
Q2 		$2.92M Sell
9,190
-3,020
-25% -$910K 0.35% 70
2025
Q1 		$3.16M Sell
12,210
-975
-7% -$325K 0.39% 65
2024
Q4 		$5.32M Buy
13,185
+6,345
+93% +$2.04M 0.64% 44
2024
Q3 		$1.79M Sell
6,840
-25
-0.4% -$5.7K 0.21% 91
2024
Q2 		$1.36M Sell
6,865
-375
-5% -$65.5K 0.14% 103
2024
Q1 		$1.27M Hold
7,240
– – 0.14% 107
2023
Q4 		$1.8M Buy
7,240
+135
+2% +$32.1K 0.2% 92
2023
Q3 		$1.78M Sell
7,105
-145
-2% -$37.2K 0.22% 88
2023
Q2 		$1.9M Hold
7,250
– – 0.14% 121
2023
Q1 		$1.5M Sell
7,250
-1,600
-18% -$279K 0.12% 133
2022
Q4 		$1.09M Sell
8,850
-3,180
-26% -$602K 0.09% 157
2022
Q3 		$3.19M Hold
12,030
– – 0.3% 83
2022
Q2 		$2.7M Buy
12,030
+150
+1% +$40.9K 0.25% 92
2022
Q1 		$4.27M Buy
11,880
+150
+1% +$46.7K 0.35% 73
2021
Q4 		$4.13M Buy
11,730
+30
+0.3% +$10.1K 0.33% 72
2021
Q3 		$3.02M Hold
11,700
– – 0.27% 89
2021
Q2 		$2.65M Buy
11,700
+45
+0.4% +$9.77K 0.24% 95
2021
Q1 		$2.6M Sell
11,655
-2,220
-16% -$557K 0.25% 93
2020
Q4 		$3.26M Buy
+13,875
New +$2.37M 0.33% 81

Other funds holding TSLA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Bard Financial Services's TSLA Position: Q3 2025 in Review

Bard Financial Services held its Tesla (TSLA) position steady in Q3 2025 at 9,190 shares worth $4.09M. The position accounts for 0.45% of the portfolio, ranked #59.

Bard Financial Services first reported a position in TSLA in Q4 2020 and has held it in 20 quarters since. The position peaked at $5.32M in Q4 2024. 3,981 funds tracked by Wall St. Rank hold TSLA as of Q3 2025.

  • Bard Financial Services held 9,190 shares of Tesla worth $4.09M as of Q3 2025.
  • Bard Financial Services left its Tesla share count unchanged in Q3 2025.
  • Tesla made up 0.45% of Bard Financial Services's portfolio in Q3 2025, its #59 holding.
  • Bard Financial Services first reported a position in Tesla in Q4 2020 and has held it in 20 quarters since.
  • Bard Financial Services's Tesla position peaked at $5.32M in Q4 2024.
  • 3,981 funds tracked by Wall St. Rank held Tesla as of Q3 2025.

Based on Bard Financial Services's 13F filing for Q3 2025, filed 17 Oct 2025.