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Pathway Financial Advisors’s Tesla TSLA Stock Holding History

Pathway Financial Advisors’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 		$465K Buy
1,181
+40
+4% +$15.9K 0.05% 101
2026
Q1 		$411K Hold
1,141
– – 0.05% 102
2025
Q4 		$494K Hold
1,141
– – 0.06% 97
2025
Q3 		$507K Hold
1,141
– – 0.07% 95
2025
Q2 		$362K Buy
1,141
+50
+5% +$15.1K 0.05% 100
2025
Q1 		$283K Sell
1,091
-56
-5% -$18.7K 0.05% 134
2024
Q4 		$463K Sell
1,147
-55
-5% -$17.7K 0.11% 98
2024
Q3 		$315K Sell
1,202
-675
-36% -$154K 0.08% 117
2024
Q2 		$371K Sell
1,877
-40
-2% -$6.99K 0.1% 105
2024
Q1 		$337K Sell
1,917
-104
-5% -$20.3K 0.09% 115
2023
Q4 		$502K Buy
2,021
+874
+76% +$208K 0.15% 81
2023
Q3 		$287K Buy
+1,147
New +$295K 0.1% 107
2018
Q3 		– Sell
-135
Closed -$3K – 356
2018
Q2 		$3K Hold
135
– – ﹤0.01% 394
2018
Q1 		$2K Hold
135
– – ﹤0.01% 420
2017
Q4 		$3K Buy
+135
New +$2.94K ﹤0.01% 423

Other funds holding TSLA

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
HAM
Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
NAH
Neumann Advisory (HK) Central, Hong Kong $356M AUM 37.48% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Pathway Financial Advisors's TSLA Position: Q2 2026 in Review

Pathway Financial Advisors increased its Tesla (TSLA) stake by 3.5% in Q2 2026, buying an estimated $15.9K and bringing the position to 1,181 shares worth $465K. The position accounts for 0.05% of the portfolio, ranked #101.

Pathway Financial Advisors first reported a position in TSLA in Q4 2017 and has held it in 15 quarters since. The position peaked at $507K in Q3 2025. 781 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Pathway Financial Advisors held 1,181 shares of Tesla worth $465K as of Q2 2026.
  • Pathway Financial Advisors bought 40 Tesla shares in Q2 2026, an estimated $15.9K.
  • Tesla made up 0.05% of Pathway Financial Advisors's portfolio in Q2 2026, its #101 holding.
  • Pathway Financial Advisors first reported a position in Tesla in Q4 2017 and has held it in 15 quarters since.
  • Pathway Financial Advisors's Tesla position peaked at $507K in Q3 2025.
  • 781 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Pathway Financial Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.