NPFS
TSLA icon

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
Q2 		$749K Buy
1,780
+42
+2% +$16.7K 0.35% 61
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Novak & Powell Financial Services's TSLA Position: Q2 2026 in Review

Novak & Powell Financial Services increased its Tesla (TSLA) stake by 2.4% in Q2 2026, buying an estimated $16.7K and bringing the position to 1,780 shares worth $749K. The position accounts for 0.35% of the portfolio, ranked #61.

Novak & Powell Financial Services first reported a position in TSLA in Q4 2023 and has held it in 11 quarters since. The position peaked at $775K in Q4 2024. 4,306 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Novak & Powell Financial Services held 1,780 shares of Tesla worth $749K as of Q2 2026.
  • Novak & Powell Financial Services bought 42 Tesla shares in Q2 2026, an estimated $16.7K.
  • Tesla made up 0.35% of Novak & Powell Financial Services's portfolio in Q2 2026, its #61 holding.
  • Novak & Powell Financial Services first reported a position in Tesla in Q4 2023 and has held it in 11 quarters since.
  • Novak & Powell Financial Services's Tesla position peaked at $775K in Q4 2024.
  • 4,306 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Novak & Powell Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.