Sharkey, Howes & Javer’s Tesla TSLA Stock Holding History

Sharkey, Howes & Javer’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	$278K	Buy	+662	New	+$263K	0.03%	142
2019 Q3	–	Sell	-150	Closed	-$2K	–	163
2019 Q2	$2K	Hold	150	–	–	﹤0.01%	185
2019 Q1	$3K	Hold	150	–	–	﹤0.01%	186
2018 Q4	$3K	Hold	150	–	–	﹤0.01%	184
2018 Q3	$3K	Hold	150	–	–	﹤0.01%	201
2018 Q2	$3K	Sell	150 -150	-50%	-$3.05K	﹤0.01%	189
2018 Q1	$5K	Hold	300	–	–	﹤0.01%	166
2017 Q4	$6K	Hold	300	–	–	﹤0.01%	166
2017 Q3	$7K	Hold	300	–	–	﹤0.01%	158
2017 Q2	$7K	Hold	300	–	–	﹤0.01%	160
2017 Q1	$6K	Hold	300	–	–	﹤0.01%	174
2016 Q4	$4K	Hold	300	–	–	﹤0.01%	189
2016 Q3	$4K	Hold	300	–	–	﹤0.01%	189
2016 Q2	$4K	Hold	300	–	–	﹤0.01%	194
2016 Q1	$5K	Buy	300 +150	+100%	+$1.97K	﹤0.01%	201
2015 Q4	$2K	Hold	150	–	–	﹤0.01%	227
2015 Q3	$3K	Hold	150	–	–	﹤0.01%	207
2015 Q2	$3K	Hold	150	–	–	﹤0.01%	180
2015 Q1	$2K	Buy	+150	New	+$2.02K	﹤0.01%	209

Other funds holding TSLA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sharkey, Howes & Javer's TSLA Position: Q2 2026 in Review

Sharkey, Howes & Javer opened a new position in Tesla (TSLA) in Q2 2026: 662 shares worth $278K. The stake represents 0.03% of the portfolio and ranks #142 among its holdings. This is a return to the name: Sharkey, Howes & Javer previously reported a position in TSLA as recently as Q2 2019.

Sharkey, Howes & Javer first reported a position in TSLA in Q1 2015 and has held it in 19 quarters since. 4,286 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

Sharkey, Howes & Javer held 662 shares of Tesla worth $278K as of Q2 2026.
Tesla was a new Sharkey, Howes & Javer position in Q2 2026.
Tesla made up 0.03% of Sharkey, Howes & Javer's portfolio in Q2 2026, its #142 holding.
Sharkey, Howes & Javer first reported a position in Tesla in Q1 2015 and has held it in 19 quarters since.
4,286 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Sharkey, Howes & Javer's 13F filing for Q2 2026, filed 9 Jul 2026.