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 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 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

Patrick M. Sweeney & Associates's TSLA Position: Q1 2026 in Review

Patrick M. Sweeney & Associates increased its Tesla (TSLA) stake by 6.7% in Q1 2026, buying an estimated $49.8K and bringing the position to 1,933 shares worth $719K. The position accounts for 0.46% of the portfolio, ranked #55.

Patrick M. Sweeney & Associates first reported a position in TSLA in Q4 2023 and has held it in 10 quarters since. The position peaked at $821K in Q3 2025. 4,175 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

Patrick M. Sweeney & Associates held 1,933 shares of Tesla worth $719K as of Q1 2026.
Patrick M. Sweeney & Associates bought 121 Tesla shares in Q1 2026, an estimated $49.8K.
Tesla made up 0.46% of Patrick M. Sweeney & Associates's portfolio in Q1 2026, its #55 holding.
Patrick M. Sweeney & Associates first reported a position in Tesla in Q4 2023 and has held it in 10 quarters since.
Patrick M. Sweeney & Associates's Tesla position peaked at $821K in Q3 2025.
4,175 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Patrick M. Sweeney & Associates's 13F filing for Q1 2026, filed 7 May 2026.