Lantz Financial’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
$653K Sell
1,840
-238
-11% -$85.2K 0.12% 153
2026
Q2
$874K Sell
2,078
-50
-2% -$19.9K 0.16% 132
2026
Q1
$791K Buy
2,128
+60
+3% +$24.7K 0.16% 132
2025
Q4
$930K Buy
2,068
+74
+4% +$32.8K 0.2% 119
2025
Q3
$887K Buy
1,994
+210
+12% +$72.8K 0.2% 120
2025
Q2
$567K Buy
1,784
+254
+17% +$76.5K 0.14% 137
2025
Q1
$397K Buy
1,530
+151
+11% +$50.3K 0.11% 158
2024
Q4
$557K Buy
1,379
+163
+13% +$52.4K 0.15% 129
2024
Q3
$318K Buy
+1,216
New +$277K 0.09% 180
2024
Q1
– Sell
-964
Closed -$240K – 211
2023
Q4
$240K Buy
+964
New +$229K 0.09% 180
2022
Q2
– Sell
-621
Closed -$223K – 183
2022
Q1
$223K Buy
+621
New +$193K 0.09% 158

Other funds holding TSLA

Lantz Financial's TSLA Position: Q3 2026 in Review

Lantz Financial reduced its Tesla (TSLA) stake by 11% in Q3 2026, selling an estimated $85.2K and leaving 1,840 shares worth $653K. The position accounts for 0.12% of the portfolio, ranked #153.

Lantz Financial first reported a position in TSLA in Q1 2022 and has held it in 11 quarters since. The position peaked at $930K in Q4 2025. 1,505 funds tracked by Wall St. Rank hold TSLA as of Q3 2026.

  • Lantz Financial held 1,840 shares of Tesla worth $653K as of Q3 2026.
  • Lantz Financial sold 238 Tesla shares in Q3 2026, an estimated $85.2K.
  • Tesla made up 0.12% of Lantz Financial's portfolio in Q3 2026, its #153 holding.
  • Lantz Financial first reported a position in Tesla in Q1 2022 and has held it in 11 quarters since.
  • Lantz Financial's Tesla position peaked at $930K in Q4 2025.
  • 1,505 funds tracked by Wall St. Rank held Tesla as of Q3 2026.

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