Sweeney & Michel’s Tesla TSLA Stock Holding History

Sweeney & Michel’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	$1.02M	Sell	3,114 -21	-0.7%	-$8.35K	0.27%	59
2026 Q1	$1.1M	Hold	3,135	–	–	0.32%	51
2025 Q4	$1.34M	Sell	3,135 -155	-5%	-$68.7K	0.4%	46
2025 Q3	$1.36M	Buy	3,290 +56	+2%	+$19.4K	0.46%	41
2025 Q2	$1.01M	Buy	3,234 +307	+10%	+$92.5K	0.36%	50
2025 Q1	$649K	Buy	+2,927	New	+$975K	0.28%	62
2024 Q3	$467K	Buy	2,118 +517	+32%	+$118K	0.18%	80
2024 Q2	$420K	Buy	1,601 +3	+0.2%	+$524	0.18%	78
2024 Q1	$284K	Buy	+1,598	New	+$312K	0.13%	94
2023 Q3	$236K	Sell	1,063 -95	-8%	-$24.4K	0.12%	95
2023 Q2	$289K	Buy	1,158 +115	+11%	+$23K	0.15%	87
2023 Q1	$231K	Buy	+1,043	New	+$182K	0.12%	96

Other funds holding TSLA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sweeney & Michel's TSLA Position: Q2 2026 in Review

Sweeney & Michel reduced its Tesla (TSLA) stake by 0.67% in Q2 2026, selling an estimated $8.35K and leaving 3,114 shares worth $1.02M. The position accounts for 0.27% of the portfolio, ranked #59.

Sweeney & Michel first reported a position in TSLA in Q1 2023 and has held it in 12 quarters since. The position peaked at $1.36M in Q3 2025. 4,283 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

Sweeney & Michel held 3,114 shares of Tesla worth $1.02M as of Q2 2026.
Sweeney & Michel sold 21 Tesla shares in Q2 2026, an estimated $8.35K.
Tesla made up 0.27% of Sweeney & Michel's portfolio in Q2 2026, its #59 holding.
Sweeney & Michel first reported a position in Tesla in Q1 2023 and has held it in 12 quarters since.
Sweeney & Michel's Tesla position peaked at $1.36M in Q3 2025.
4,283 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Sweeney & Michel's 13F filing for Q2 2026, filed 11 Aug 2026.