Targeted Financial Services’s Tesla TSLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$564K Buy
1,342
+438
+48% +$174K 0.42% 35
2026
Q1
$336K Sell
904
-30
-3% -$12.4K 0.28% 39
2025
Q4
$420K Buy
+934
New +$414K 0.36% 33

Other funds holding TSLA

Targeted Financial Services's TSLA Position: Q2 2026 in Review

Targeted Financial Services increased its Tesla (TSLA) stake by 48% in Q2 2026, buying an estimated $174K and bringing the position to 1,342 shares worth $564K. The position accounts for 0.42% of the portfolio, ranked #35.

Targeted Financial Services first reported a position in TSLA in Q4 2025 and has held it in 3 quarters since. 4,268 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Targeted Financial Services held 1,342 shares of Tesla worth $564K as of Q2 2026.
  • Targeted Financial Services bought 438 Tesla shares in Q2 2026, an estimated $174K.
  • Tesla made up 0.42% of Targeted Financial Services's portfolio in Q2 2026, its #35 holding.
  • Targeted Financial Services first reported a position in Tesla in Q4 2025 and has held it in 3 quarters since.
  • 4,268 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Targeted Financial Services's 13F filing for Q2 2026, filed 16 Jul 2026.