Global Financial Private Client’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
$511K Buy
1,374
+127
+10% +$52.3K 0.17% 151
2025
Q4
$561K Buy
1,247
+1
+0.1% +$443 0.2% 136
2025
Q3
$554K Buy
1,246
+14
+1% +$4.86K 0.2% 133
2025
Q2
$391K Sell
1,232
-84
-6% -$25.3K 0.15% 158
2025
Q1
$341K Buy
1,316
+153
+13% +$51K 0.13% 160
2024
Q4
$470K Sell
1,163
-374
-24% -$120K 0.18% 139
2024
Q3
$402K Sell
1,537
-22
-1% -$5.02K 0.16% 147
2024
Q2
$308K Buy
1,559
+29
+2% +$5.07K 0.13% 159
2024
Q1
$268K Buy
1,530
+20
+1% +$3.91K 0.12% 159
2023
Q4
$375K Buy
1,510
+6
+0.4% +$1.43K 0.18% 136
2023
Q3
$378K Sell
1,504
-52
-3% -$13.4K 0.2% 122
2023
Q2
$435K Sell
1,556
-1
-0.1% -$200 0.21% 112
2023
Q1
$303K Buy
1,557
+87
+6% +$15.2K 0.16% 130
2022
Q4
$181K Sell
1,470
-414
-22% -$78.4K 0.1% 144
2022
Q3
$457K Buy
1,884
+417
+28% +$116K 0.26% 87
2022
Q2
$333K Buy
1,467
+87
+6% +$23.7K 0.19% 108
2022
Q1
$499K Buy
1,380
+387
+39% +$121K 0.24% 89
2021
Q4
$350K Buy
993
+30
+3% +$10.1K 0.17% 113
2021
Q3
$249K Sell
963
-42
-4% -$9.88K 0.13% 128
2021
Q2
$227K Buy
1,005
+249
+33% +$54.1K 0.13% 126
2021
Q1
$167K Buy
756
+6
+0.8% +$1.51K 0.12% 125
2020
Q4
$176K Sell
750
-30
-4% -$5.12K 0.14% 109
2020
Q3
$117K Buy
780
+30
+4% +$3.54K 0.1% 122
2020
Q2
$56K Hold
750
0.05% 192
2020
Q1
$24.1K Hold
750
0.03% 289
2019
Q4
$20.9K Buy
+750
New +$16.3K 0.02% 333

Other funds holding TSLA

Global Financial Private Client's TSLA Position: Q1 2026 in Review

Global Financial Private Client increased its Tesla (TSLA) stake by 10% in Q1 2026, buying an estimated $52.3K and bringing the position to 1,374 shares worth $511K. The position accounts for 0.17% of the portfolio, ranked #151.

Global Financial Private Client first reported a position in TSLA in Q4 2019 and has held it in 26 quarters since. The position peaked at $561K in Q4 2025. 4,174 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

  • Global Financial Private Client held 1,374 shares of Tesla worth $511K as of Q1 2026.
  • Global Financial Private Client bought 127 Tesla shares in Q1 2026, an estimated $52.3K.
  • Tesla made up 0.17% of Global Financial Private Client's portfolio in Q1 2026, its #151 holding.
  • Global Financial Private Client first reported a position in Tesla in Q4 2019 and has held it in 26 quarters since.
  • Global Financial Private Client's Tesla position peaked at $561K in Q4 2025.
  • 4,174 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Global Financial Private Client's 13F filing for Q1 2026, filed 20 Apr 2026.