Frederick Financial Consultants’s Tesla TSLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.59M Sell
4,274
-63
-1% -$26K 0.79% 26
2025
Q4
$1.95M Buy
4,337
+114
+3% +$50.5K 1.07% 20
2025
Q3
$1.88M Sell
4,223
-197
-4% -$68.3K 1.05% 22
2025
Q2
$1.4M Buy
4,420
+38
+0.9% +$11.4K 0.87% 26
2025
Q1
$1.14M Sell
4,382
-253
-5% -$84.3K 0.82% 28
2024
Q4
$1.87M Buy
+4,635
New +$1.49M 1.5% 16

Other funds holding TSLA

Frederick Financial Consultants's TSLA Position: Q1 2026 in Review

Frederick Financial Consultants reduced its Tesla (TSLA) stake by 1.5% in Q1 2026, selling an estimated $26K and leaving 4,274 shares worth $1.59M. The position accounts for 0.79% of the portfolio, ranked #26.

Frederick Financial Consultants first reported a position in TSLA in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.95M in Q4 2025. 4,177 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

  • Frederick Financial Consultants held 4,274 shares of Tesla worth $1.59M as of Q1 2026.
  • Frederick Financial Consultants sold 63 Tesla shares in Q1 2026, an estimated $26K.
  • Tesla made up 0.79% of Frederick Financial Consultants's portfolio in Q1 2026, its #26 holding.
  • Frederick Financial Consultants first reported a position in Tesla in Q4 2024 and has held it in 6 quarters since.
  • Frederick Financial Consultants's Tesla position peaked at $1.95M in Q4 2025.
  • 4,177 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Frederick Financial Consultants's 13F filing for Q1 2026, filed 14 May 2026.