Pathway Financial Advisers’s Tesla TSLA Stock Holding History

Pathway Financial Advisers’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 Q1	$254K	Buy	682 +30	+5%	+$12.4K	0.07%	153
2025 Q4	$293K	Buy	652 +17	+3%	+$7.54K	0.09%	144
2025 Q3	$281K	Sell	635 -238	-27%	-$82.5K	0.08%	143
2025 Q2	$277K	Buy	+873	New	+$263K	0.09%	144
2025 Q1	–	Sell	-414	Closed	-$167K	–	389
2024 Q4	$167K	Sell	414 -4	-1%	-$1.29K	0.06%	163
2024 Q3	$109K	Buy	418 +20	+5%	+$4.56K	0.05%	143
2024 Q2	$78.3K	Sell	398 -39	-9%	-$6.82K	0.03%	200
2024 Q1	$76.9K	Sell	437 -43	-9%	-$8.4K	0.03%	202
2023 Q4	$119K	Sell	480 -129	-21%	-$30.7K	0.05%	179
2023 Q3	$153K	Buy	+609	New	+$156K	0.06%	166
2023 Q1	$137K	Buy	659 +358	+119%	+$62.5K	0.06%	175
2022 Q4	$37.1K	Buy	+301	New	+$57K	0.02%	267

Other funds holding TSLA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Pathway Financial Advisers's TSLA Position: Q1 2026 in Review

Pathway Financial Advisers increased its Tesla (TSLA) stake by 4.6% in Q1 2026, buying an estimated $12.4K and bringing the position to 682 shares worth $254K. The position accounts for 0.07% of the portfolio, ranked #153.

Pathway Financial Advisers first reported a position in TSLA in Q4 2022 and has held it in 12 quarters since. The position peaked at $293K in Q4 2025. 4,175 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

Pathway Financial Advisers held 682 shares of Tesla worth $254K as of Q1 2026.
Pathway Financial Advisers bought 30 Tesla shares in Q1 2026, an estimated $12.4K.
Tesla made up 0.07% of Pathway Financial Advisers's portfolio in Q1 2026, its #153 holding.
Pathway Financial Advisers first reported a position in Tesla in Q4 2022 and has held it in 12 quarters since.
Pathway Financial Advisers's Tesla position peaked at $293K in Q4 2025.
4,175 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Pathway Financial Advisers's 13F filing for Q1 2026, filed 23 Apr 2026.