Howard Financial Services
TSLA icon

Howard Financial Services’s Tesla TSLA Stock Holding History

Howard Financial Services’s Portfolio TSLA Stock Details TSLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.21M Buy
3,414
+889
+35% +$318K 0.13% 72
2026
Q2 		$1.06M Sell
2,525
-2,399
-49% -$954K 0.11% 78
2026
Q1 		$1.83M Sell
4,924
-1,278
-21% -$526K 0.21% 52
2025
Q4 		$2.79M Buy
6,202
+470
+8% +$208K 0.33% 42
2025
Q3 		$2.55M Sell
5,732
-25
-0.4% -$8.67K 0.31% 42
2025
Q2 		$1.83M Sell
5,757
-54
-0.9% -$16.3K 0.24% 45
2025
Q1 		$1.51M Buy
5,811
+224
+4% +$74.7K 0.21% 49
2024
Q4 		$2.26M Buy
5,587
+388
+7% +$125K 0.31% 45
2024
Q3 		$1.36M Buy
5,199
+87
+2% +$19.8K 0.2% 47
2024
Q2 		$1.01M Buy
5,112
+248
+5% +$43.3K 0.17% 57
2024
Q1 		$855K Buy
4,864
+882
+22% +$172K 0.15% 61
2023
Q4 		$989K Buy
3,982
+431
+12% +$102K 0.19% 58
2023
Q3 		$889K Buy
3,551
+367
+12% +$94.3K 0.2% 55
2023
Q2 		$833K Buy
3,184
+399
+14% +$79.8K 0.2% 53
2023
Q1 		$578K Buy
2,785
+143
+5% +$24.9K 0.14% 64
2022
Q4 		$325K Sell
2,642
-44
-2% -$8.33K 0.09% 98
2022
Q3 		$712K Sell
2,686
-17
-0.6% -$4.75K 0.23% 49
2022
Q2 		$607K Buy
2,703
+27
+1% +$7.37K 0.21% 45
2022
Q1 		$961K Buy
2,676
+12
+0.5% +$3.74K 0.28% 33
2021
Q4 		$938K Sell
2,664
-192
-7% -$64.4K 0.28% 33
2021
Q3 		$738K Sell
2,856
-120
-4% -$28.2K 0.28% 37
2021
Q2 		$674K Buy
2,976
+6
+0.2% +$1.3K 0.26% 41
2021
Q1 		$661K Buy
2,970
+195
+7% +$49K 0.3% 35
2020
Q4 		$653K Sell
2,775
-270
-9% -$46.1K 0.34% 37
2020
Q3 		$435K Buy
+3,045
New +$360K 0.28% 46
2020
Q2 		– Sell
-4,125
Closed -$144K – 124
2020
Q1 		$144K Buy
+4,125
New +$171K 0.13% 72

Other funds holding TSLA

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Howard Financial Services's TSLA Position: Q3 2026 in Review

Howard Financial Services increased its Tesla (TSLA) stake by 35% in Q3 2026, buying an estimated $318K and bringing the position to 3,414 shares worth $1.21M. The position accounts for 0.13% of the portfolio, ranked #72.

Howard Financial Services first reported a position in TSLA in Q1 2020 and has held it in 26 quarters since. The position peaked at $2.79M in Q4 2025. 2,771 funds tracked by Wall St. Rank hold TSLA as of Q3 2026.

  • Howard Financial Services held 3,414 shares of Tesla worth $1.21M as of Q3 2026.
  • Howard Financial Services bought 889 Tesla shares in Q3 2026, an estimated $318K.
  • Tesla made up 0.13% of Howard Financial Services's portfolio in Q3 2026, its #72 holding.
  • Howard Financial Services first reported a position in Tesla in Q1 2020 and has held it in 26 quarters since.
  • Howard Financial Services's Tesla position peaked at $2.79M in Q4 2025.
  • 2,771 funds tracked by Wall St. Rank held Tesla as of Q3 2026.

Based on Howard Financial Services's 13F filing for Q3 2026, filed 15 Oct 2026.