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Novak & Powell Financial Services’s Tesla TSLA Stock Holding History

Novak & Powell 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
Q1 		$646K Buy
1,738
+89
+5% +$36.7K 0.35% 65
2025
Q4 		$742K Buy
1,649
+200
+14% +$88.7K 0.39% 54
2025
Q3 		$644K Sell
1,449
-205
-12% -$71.1K 0.34% 65
2025
Q2 		$525K Buy
1,654
+5
+0.3% +$1.51K 0.36% 64
2025
Q1 		$427K Sell
1,649
-269
-14% -$89.6K 0.27% 85
2024
Q4 		$775K Hold
1,918
– – 0.46% 51
2024
Q3 		$502K Hold
1,918
– – 0.29% 83
2024
Q2 		$380K Sell
1,918
-257
-12% -$44.9K 0.24% 91
2024
Q1 		$382K Sell
2,175
-110
-5% -$21.5K 0.29% 79
2023
Q4 		$568K Buy
+2,285
New +$543K 0.38% 64

Other funds holding TSLA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Novak & Powell Financial Services's TSLA Position: Q1 2026 in Review

Novak & Powell Financial Services increased its Tesla (TSLA) stake by 5.4% in Q1 2026, buying an estimated $36.7K and bringing the position to 1,738 shares worth $646K. The position accounts for 0.35% of the portfolio, ranked #65.

Novak & Powell Financial Services first reported a position in TSLA in Q4 2023 and has held it in 10 quarters since. The position peaked at $775K in Q4 2024. 4,177 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

  • Novak & Powell Financial Services held 1,738 shares of Tesla worth $646K as of Q1 2026.
  • Novak & Powell Financial Services bought 89 Tesla shares in Q1 2026, an estimated $36.7K.
  • Tesla made up 0.35% of Novak & Powell Financial Services's portfolio in Q1 2026, its #65 holding.
  • Novak & Powell Financial Services first reported a position in Tesla in Q4 2023 and has held it in 10 quarters since.
  • Novak & Powell Financial Services's Tesla position peaked at $775K in Q4 2024.
  • 4,177 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Novak & Powell Financial Services's 13F filing for Q1 2026, filed 14 May 2026.