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Catalyst Financial Partners’s Tesla TSLA Stock Holding History

Catalyst 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 		$5.6M Sell
13,325
-215
-2% -$85.5K 0.56% 30
2026
Q1 		$5.03M Buy
13,540
+461
+4% +$190K 0.59% 29
2025
Q4 		$5.88M Buy
13,079
+1,145
+10% +$508K 0.66% 21
2025
Q3 		$5.31M Buy
11,934
+1,053
+10% +$365K 0.64% 22
2025
Q2 		$3.46M Buy
10,881
+1,249
+13% +$376K 0.38% 28
2025
Q1 		$2.5M Sell
9,632
-638
-6% -$213K 0.46% 32
2024
Q4 		$4.15M Buy
10,270
+1,132
+12% +$364K 0.78% 22
2024
Q3 		$2.39M Buy
9,138
+1,819
+25% +$415K 0.47% 32
2024
Q2 		$1.45M Buy
7,319
+1,163
+19% +$203K 0.32% 42
2024
Q1 		$957K Sell
6,156
-822
-12% -$161K 0.25% 49
2023
Q4 		$1.73M Buy
6,978
+598
+9% +$142K 0.49% 32
2023
Q3 		$1.6M Buy
6,380
+1,220
+24% +$313K 0.52% 31
2023
Q2 		$1.35M Buy
5,160
+1,053
+26% +$211K 0.48% 30
2023
Q1 		$852K Buy
4,107
+1,246
+44% +$217K 0.36% 41
2022
Q4 		$352K Buy
+2,861
New +$542K 0.18% 88

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

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

Catalyst Financial Partners reduced its Tesla (TSLA) stake by 1.6% in Q2 2026, selling an estimated $85.5K and leaving 13,325 shares worth $5.6M. The position accounts for 0.56% of the portfolio, ranked #30.

Catalyst Financial Partners first reported a position in TSLA in Q4 2022 and has held it in 15 quarters since. The position peaked at $5.88M in Q4 2025. 4,291 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Catalyst Financial Partners held 13,325 shares of Tesla worth $5.6M as of Q2 2026.
  • Catalyst Financial Partners sold 215 Tesla shares in Q2 2026, an estimated $85.5K.
  • Tesla made up 0.56% of Catalyst Financial Partners's portfolio in Q2 2026, its #30 holding.
  • Catalyst Financial Partners first reported a position in Tesla in Q4 2022 and has held it in 15 quarters since.
  • Catalyst Financial Partners's Tesla position peaked at $5.88M in Q4 2025.
  • 4,291 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Catalyst Financial Partners's 13F filing for Q2 2026, filed 30 Jul 2026.