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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Tesla TSLA Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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 		$137K Sell
324
-33
-9% -$13.1K 0.04% 213
2026
Q1 		$133K Buy
357
+15
+4% +$6.18K 0.04% 199
2025
Q4 		$154K Buy
342
+25
+8% +$11.1K 0.05% 186
2025
Q3 		$141K Buy
317
+50
+19% +$17.3K 0.04% 174
2025
Q2 		$85.1K Sell
267
-154
-37% -$46.4K 0.03% 211
2025
Q1 		$109K Sell
421
-51
-11% -$17K 0.04% 192
2024
Q4 		$191K Buy
472
+17
+4% +$5.47K 0.08% 137
2024
Q3 		$119K Buy
455
+200
+78% +$45.6K 0.06% 143
2024
Q2 		$50.5K Hold
255
– – 0.03% 203
2024
Q1 		$44.8K Hold
255
– – 0.03% 206
2023
Q4 		$63.4K Buy
255
+105
+70% +$25K 0.04% 163
2023
Q3 		$37.5K Sell
150
-15,160
-99% -$3.89M 0.03% 177
2023
Q2 		$39.3K Buy
15,310
+15,018
+5,143% +$3M 0.03% 174
2023
Q1 		$60.6K Buy
292
+142
+95% +$24.8K 0.05% 150
2022
Q4 		$18.5K Buy
+150
New +$28.4K 0.02% 196

Other funds holding TSLA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s TSLA Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. reduced its Tesla (TSLA) stake by 9.2% in Q2 2026, selling an estimated $13.1K and leaving 324 shares worth $137K. The position accounts for 0.04% of the portfolio, ranked #213.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in TSLA in Q4 2022 and has held it in 15 quarters since. The position peaked at $191K in Q4 2024. 2,843 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 324 shares of Tesla worth $137K as of Q2 2026.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 33 Tesla shares in Q2 2026, an estimated $13.1K.
  • Tesla made up 0.04% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #213 holding.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Tesla in Q4 2022 and has held it in 15 quarters since.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Tesla position peaked at $191K in Q4 2024.
  • 2,843 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.