HMV Wealth Advisors’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 Hold
671
– – 0.09% 87
2026
Q2
$282K Buy
671
+6
+0.9% +$2.39K 0.11% 75
2026
Q1
$247K Buy
665
+55
+9% +$22.7K 0.12% 77
2025
Q4
$274K Hold
610
– – 0.14% 71
2025
Q3
$271K Buy
+610
New +$212K 0.15% 71
2025
Q1
– Sell
-698
Closed -$282K – 83
2024
Q4
$282K Buy
+698
New +$225K 0.28% 71

Other funds holding TSLA

HMV Wealth Advisors's TSLA Position: Q3 2026 in Review

HMV Wealth Advisors held its Tesla (TSLA) position steady in Q3 2026 at 671 shares worth $238K. The position accounts for 0.09% of the portfolio, ranked #87.

HMV Wealth Advisors first reported a position in TSLA in Q4 2024 and has held it in 6 quarters since. The position peaked at $282K in Q2 2026. 1,844 funds tracked by Wall St. Rank hold TSLA as of Q3 2026.

  • HMV Wealth Advisors held 671 shares of Tesla worth $238K as of Q3 2026.
  • HMV Wealth Advisors left its Tesla share count unchanged in Q3 2026.
  • Tesla made up 0.09% of HMV Wealth Advisors's portfolio in Q3 2026, its #87 holding.
  • HMV Wealth Advisors first reported a position in Tesla in Q4 2024 and has held it in 6 quarters since.
  • HMV Wealth Advisors's Tesla position peaked at $282K in Q2 2026.
  • 1,844 funds tracked by Wall St. Rank held Tesla as of Q3 2026.

Based on HMV Wealth Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.