PMSA
TSLA icon

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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Patrick M. Sweeney & Associates's TSLA Position: Q2 2026 in Review

Patrick M. Sweeney & Associates held its Tesla (TSLA) position steady in Q2 2026 at 1,933 shares worth $813K. The position accounts for 0.47% of the portfolio, ranked #54.

Patrick M. Sweeney & Associates first reported a position in TSLA in Q4 2023 and has held it in 11 quarters since. The position peaked at $821K in Q3 2025. 4,307 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Patrick M. Sweeney & Associates held 1,933 shares of Tesla worth $813K as of Q2 2026.
  • Patrick M. Sweeney & Associates left its Tesla share count unchanged in Q2 2026.
  • Tesla made up 0.47% of Patrick M. Sweeney & Associates's portfolio in Q2 2026, its #54 holding.
  • Patrick M. Sweeney & Associates first reported a position in Tesla in Q4 2023 and has held it in 11 quarters since.
  • Patrick M. Sweeney & Associates's Tesla position peaked at $821K in Q3 2025.
  • 4,307 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Patrick M. Sweeney & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.