Holos Integrated Wealth’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
$1.66M Buy
4,501
+985
+28% +$353K 0.74% 27
2026
Q2
$1.42M Buy
3,516
+1,025
+41% +$408K 0.66% 29
2026
Q1
$864K Buy
2,491
+530
+27% +$218K 0.44% 39
2025
Q4
$859K Buy
1,961
+1,652
+535% +$732K 0.48% 30
2025
Q3
$128K Hold
309
– – 0.08% 75
2025
Q2
$102K Buy
309
+30
+11% +$9.04K 0.06% 86
2025
Q1
$72.3K Sell
279
-20
-7% -$6.66K 0.05% 98
2024
Q4
$121K Buy
+299
New +$96.2K 0.08% 70

Other funds holding TSLA

Holos Integrated Wealth's TSLA Position: Q3 2026 in Review

Holos Integrated Wealth increased its Tesla (TSLA) stake by 28% in Q3 2026, buying an estimated $353K and bringing the position to 4,501 shares worth $1.66M. The position accounts for 0.74% of the portfolio, ranked #27.

Holos Integrated Wealth first reported a position in TSLA in Q4 2024 and has held it in 8 quarters since. 1,394 funds tracked by Wall St. Rank hold TSLA as of Q3 2026.

  • Holos Integrated Wealth held 4,501 shares of Tesla worth $1.66M as of Q3 2026.
  • Holos Integrated Wealth bought 985 Tesla shares in Q3 2026, an estimated $353K.
  • Tesla made up 0.74% of Holos Integrated Wealth's portfolio in Q3 2026, its #27 holding.
  • Holos Integrated Wealth first reported a position in Tesla in Q4 2024 and has held it in 8 quarters since.
  • 1,394 funds tracked by Wall St. Rank held Tesla as of Q3 2026.

Based on Holos Integrated Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.