Pinnacle Family Advisors’s Tesla TSLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$3.02M Sell
8,136
-108
-1% -$44.5K 1.42% 18
2025
Q4
$3.71M Sell
8,244
-120
-1% -$53.2K 1.63% 14
2025
Q3
$3.72M Buy
8,364
+150
+2% +$52K 1.62% 15
2025
Q2
$2.61M Buy
8,214
+276
+3% +$83.2K 1.27% 19
2025
Q1
$2.06M Buy
7,938
+1,455
+22% +$485K 1.12% 24
2024
Q4
$2.62M Sell
6,483
-246
-4% -$79.1K 1.27% 22
2024
Q3
$1.76M Sell
6,729
-5
-0.1% -$1.14K 0.91% 29
2024
Q2
$1.33M Sell
6,734
-2,894
-30% -$506K 0.74% 29
2024
Q1
$1.69M Sell
9,628
-875
-8% -$171K 0.9% 23
2023
Q4
$2.61M Sell
10,503
-17,263
-62% -$4.1M 1.53% 20
2023
Q3
$6.95M Sell
27,766
-867
-3% -$223K 3.98% 7
2023
Q2
$7.5M Buy
28,633
+453
+2% +$90.6K 4.04% 5
2023
Q1
$5.85M Sell
28,180
-885
-3% -$154K 3.56% 6
2022
Q4
$3.58M Sell
29,065
-501
-2% -$94.9K 2.56% 9
2022
Q3
$7.84M Buy
29,566
+2,305
+8% +$644K 6.79% 3
2022
Q2
$6.12M Sell
27,261
-2,097
-7% -$572K 5% 5
2022
Q1
$10.5M Sell
29,358
-9,564
-25% -$2.98M 5.62% 5
2021
Q4
$13.7M Buy
38,922
+7,899
+25% +$2.65M 6.21% 5
2021
Q3
$8.02M Buy
31,023
+396
+1% +$93.2K 3.59% 9
2021
Q2
$6.98M Sell
30,627
-8,601
-22% -$1.87M 3.05% 10
2021
Q1
$8.73M Buy
39,228
+3,657
+10% +$918K 4.58% 7
2020
Q4
$8.37M Sell
35,571
-342
-1% -$58.4K 5.12% 5
2020
Q3
$5.14M Buy
35,913
+13,608
+61% +$1.61M 3.47% 7
2020
Q2
$1.61M Buy
22,305
+4,155
+23% +$225K 1.4% 20
2020
Q1
$626K Buy
18,150
+7,470
+70% +$310K 0.75% 29
2019
Q4
$298K Sell
10,680
-11,220
-51% -$243K 0.27% 64
2019
Q3
$352K Hold
21,900
0.31% 57
2019
Q2
$326K Buy
+21,900
New +$341K 0.27% 60
2018
Q3
Sell
-8,925
Closed -$204K 77
2018
Q2
$204K Sell
8,925
-7,875
-47% -$160K 0.11% 63
2018
Q1
$298K Sell
16,800
-1,125
-6% -$24.7K 0.17% 54
2017
Q4
$372K Buy
17,925
+5,250
+41% +$114K 0.17% 60
2017
Q3
$288K Sell
12,675
-7,500
-37% -$173K 0.14% 62
2017
Q2
$486K Sell
20,175
-1,350
-6% -$29.7K 0.27% 47
2017
Q1
$399K Buy
21,525
+6,210
+41% +$105K 0.25% 48
2016
Q4
$218K Buy
+15,315
New +$201K 0.13% 58

Other funds holding TSLA

Pinnacle Family Advisors's TSLA Position: Q1 2026 in Review

Pinnacle Family Advisors reduced its Tesla (TSLA) stake by 1.3% in Q1 2026, selling an estimated $44.5K and leaving 8,136 shares worth $3.02M. The position accounts for 1.42% of the portfolio, ranked #18.

Pinnacle Family Advisors first reported a position in TSLA in Q4 2016 and has held it in 35 quarters since. The position peaked at $13.7M in Q4 2021. 4,176 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

  • Pinnacle Family Advisors held 8,136 shares of Tesla worth $3.02M as of Q1 2026.
  • Pinnacle Family Advisors sold 108 Tesla shares in Q1 2026, an estimated $44.5K.
  • Tesla made up 1.42% of Pinnacle Family Advisors's portfolio in Q1 2026, its #18 holding.
  • Pinnacle Family Advisors first reported a position in Tesla in Q4 2016 and has held it in 35 quarters since.
  • Pinnacle Family Advisors's Tesla position peaked at $13.7M in Q4 2021.
  • 4,176 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Pinnacle Family Advisors's 13F filing for Q1 2026, filed 15 May 2026.