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MJT & Associates Financial Advisory’s Tesla TSLA Stock Holding History

MJT & Associates Financial Advisory’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
Q3 		$159K Hold
448
– – 0.1% 43
2026
Q2 		$188K Hold
448
– – 0.12% 43
2026
Q1 		$167K Sell
448
-2
-0.4% -$824 0.12% 45
2025
Q4 		$202K Sell
450
-9
-2% -$3.99K 0.15% 38
2025
Q3 		$204K Sell
459
-20
-4% -$6.94K 0.17% 36
2025
Q2 		$152K Hold
479
– – 0.19% 50
2025
Q1 		$124K Buy
+479
New +$160K 0.12% 71

Other funds holding TSLA

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
NAH
Neumann Advisory (HK) Central, Hong Kong $314M AUM 9.99% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
S
Systrade Vaduz, Liechtenstein $197M AUM 31.1% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

MJT & Associates Financial Advisory's TSLA Position: Q3 2026 in Review

MJT & Associates Financial Advisory held its Tesla (TSLA) position steady in Q3 2026 at 448 shares worth $159K. The position accounts for 0.1% of the portfolio, ranked #43.

MJT & Associates Financial Advisory first reported a position in TSLA in Q1 2025 and has held it in 7 quarters since. The position peaked at $204K in Q3 2025. 230 funds tracked by Wall St. Rank hold TSLA as of Q3 2026.

  • MJT & Associates Financial Advisory held 448 shares of Tesla worth $159K as of Q3 2026.
  • MJT & Associates Financial Advisory left its Tesla share count unchanged in Q3 2026.
  • Tesla made up 0.1% of MJT & Associates Financial Advisory's portfolio in Q3 2026, its #43 holding.
  • MJT & Associates Financial Advisory first reported a position in Tesla in Q1 2025 and has held it in 7 quarters since.
  • MJT & Associates Financial Advisory's Tesla position peaked at $204K in Q3 2025.
  • 230 funds tracked by Wall St. Rank held Tesla as of Q3 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q3 2026, filed 7 Oct 2026.