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Cascade Financial Partners’s Tesla TSLA Stock Holding History

Cascade Financial Partners’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 		$8.52M Buy
20,254
+218
+1% +$86.7K 0.74% 29
2026
Q1 		$7.45M Sell
20,036
-187,963
-90% -$77.4M 0.77% 28
2025
Q4 		$9.35M Buy
207,999
+186,485
+867% +$82.7M 0.95% 20
2025
Q3 		$9.57M Sell
21,514
-213
-1% -$73.9K 1.1% 18
2025
Q2 		$6.9M Sell
21,727
-1,642
-7% -$495K 0.83% 25
2025
Q1 		$6.06M Sell
23,369
-740
-3% -$247K 0.76% 25
2024
Q4 		$9.74M Sell
24,109
-760
-3% -$245K 1.27% 15
2024
Q3 		$5.42M Sell
24,869
-1,071
-4% -$244K 0.68% 27
2024
Q2 		$5.13M Buy
25,940
+800
+3% +$140K 0.67% 28
2024
Q1 		$4.3M Buy
+25,140
New +$4.91M 0.62% 30

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

Cascade Financial Partners's TSLA Position: Q2 2026 in Review

Cascade Financial Partners increased its Tesla (TSLA) stake by 1.1% in Q2 2026, buying an estimated $86.7K and bringing the position to 20,254 shares worth $8.52M. The position accounts for 0.74% of the portfolio, ranked #29.

Cascade Financial Partners first reported a position in TSLA in Q1 2024 and has held it in 10 quarters since. The position peaked at $9.74M in Q4 2024. 4,272 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Cascade Financial Partners held 20,254 shares of Tesla worth $8.52M as of Q2 2026.
  • Cascade Financial Partners bought 218 Tesla shares in Q2 2026, an estimated $86.7K.
  • Tesla made up 0.74% of Cascade Financial Partners's portfolio in Q2 2026, its #29 holding.
  • Cascade Financial Partners first reported a position in Tesla in Q1 2024 and has held it in 10 quarters since.
  • Cascade Financial Partners's Tesla position peaked at $9.74M in Q4 2024.
  • 4,272 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Cascade Financial Partners's 13F filing for Q2 2026, filed 4 Aug 2026.