Helen Stephens Group’s Tesla TSLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$238K Buy
671
+66
+11% +$23.6K 0.04% 120
2026
Q2
$254K Sell
605
-4
-0.7% -$1.59K 0.04% 120
2026
Q1
$226K Sell
609
-334
-35% -$138K 0.05% 112
2025
Q4
$424K Buy
+943
New +$418K 0.09% 76

Other funds holding TSLA

Helen Stephens Group's TSLA Position: Q3 2026 in Review

Helen Stephens Group increased its Tesla (TSLA) stake by 11% in Q3 2026, buying an estimated $23.6K and bringing the position to 671 shares worth $238K. The position accounts for 0.04% of the portfolio, ranked #120.

Helen Stephens Group first reported a position in TSLA in Q4 2025 and has held it in 4 quarters since. The position peaked at $424K in Q4 2025. 1,934 funds tracked by Wall St. Rank hold TSLA as of Q3 2026.

  • Helen Stephens Group held 671 shares of Tesla worth $238K as of Q3 2026.
  • Helen Stephens Group bought 66 Tesla shares in Q3 2026, an estimated $23.6K.
  • Tesla made up 0.04% of Helen Stephens Group's portfolio in Q3 2026, its #120 holding.
  • Helen Stephens Group first reported a position in Tesla in Q4 2025 and has held it in 4 quarters since.
  • Helen Stephens Group's Tesla position peaked at $424K in Q4 2025.
  • 1,934 funds tracked by Wall St. Rank held Tesla as of Q3 2026.

Based on Helen Stephens Group's 13F filing for Q3 2026, filed 14 Oct 2026.