Patrick M. Sweeney & Associates’s Tesla TSLA Stock Holding History

Patrick M. Sweeney & Associates’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	$691K	Buy	1,948 +15	+0.8%	+$5.37K	0.39%	64
2026 Q2	$813K	Hold	1,933	–	–	0.47%	54
2026 Q1	$719K	Buy	1,933 +121	+7%	+$49.8K	0.46%	55
2025 Q4	$815K	Sell	1,812 -35	-2%	-$15.5K	0.51%	48
2025 Q3	$821K	Buy	1,847 +45	+2%	+$15.6K	0.53%	47
2025 Q2	$568K	Buy	1,802 +64	+4%	+$19.3K	0.39%	64
2025 Q1	$450K	Sell	1,738 -98	-5%	-$32.7K	0.34%	77
2024 Q4	$741K	Hold	1,836	–	–	0.56%	47
2024 Q3	$480K	Sell	1,836 -90	-5%	-$20.5K	0.35%	74
2024 Q2	$381K	Buy	1,926 +140	+8%	+$24.5K	0.31%	77
2024 Q1	$314K	Buy	1,786 +90	+5%	+$17.6K	0.26%	93
2023 Q4	$421K	Buy	+1,696	New	+$403K	0.39%	68

Other funds holding TSLA

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Patrick M. Sweeney & Associates's TSLA Position: Q3 2026 in Review

Patrick M. Sweeney & Associates increased its Tesla (TSLA) stake by 0.78% in Q3 2026, buying an estimated $5.37K and bringing the position to 1,948 shares worth $691K. The position accounts for 0.39% of the portfolio, ranked #64.

Patrick M. Sweeney & Associates first reported a position in TSLA in Q4 2023 and has held it in 12 quarters since. The position peaked at $821K in Q3 2025. 2,608 funds tracked by Wall St. Rank hold TSLA as of Q3 2026.

Patrick M. Sweeney & Associates held 1,948 shares of Tesla worth $691K as of Q3 2026.
Patrick M. Sweeney & Associates bought 15 Tesla shares in Q3 2026, an estimated $5.37K.
Tesla made up 0.39% of Patrick M. Sweeney & Associates's portfolio in Q3 2026, its #64 holding.
Patrick M. Sweeney & Associates first reported a position in Tesla in Q4 2023 and has held it in 12 quarters since.
Patrick M. Sweeney & Associates's Tesla position peaked at $821K in Q3 2025.
2,608 funds tracked by Wall St. Rank held Tesla as of Q3 2026.

Based on Patrick M. Sweeney & Associates's 13F filing for Q3 2026, filed 22 Oct 2026.