MJT & Associates Financial Advisory Group, Inc. TSLA — TESLA INC COM

Ownership history in MJT & Associates Financial Advisory Group, Inc.  ·  6 quarters on record

AI Ownership Summary

MJT & Associates Financial Advisory Group, Inc. reported TESLA INC COM (TSLA) in 6 quarterly 13F filings from 2025 Q1 through 2026 Q2. Peak portfolio weight reached 0.17% in 2025 Q3. The latest visible filing shows TSLA at 0.12% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this TSLA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MJT & Associates Financial Advisory Group, Inc.'s position in TESLA INC COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

TSLA was reported at 0.12% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.17% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

TSLA stock page MJT & Associates Financial Advisory Group, Inc. fund profile MJT & Associates Financial Advisory Group, Inc. full holdings
How MJT & Associates Financial Advisory Group, Inc. held TSLA — position size vs. price
% of Fund (quarterly)    TSLA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED — — — 448 — 0% 0.12% $188K 2026-07-06 $419.77
2026 Q1 REDUCED — — — 448 -2 -0.4% 0.12% $167K 2026-04-02 $360.59
2025 Q4 REDUCED — — — 450 -9 -2.0% 0.15% $202K 2026-02-10 $425.21
2025 Q3 REDUCED — — — 459 -20 -4.2% 0.17% $204K 2025-10-15 $435.15
2025 Q2 UNCHANGED — — — 479 — 0% 0.01% $4K 2025-07-16 $321.67
2025 Q1 INITIATED — — — 479 — — 0.12% $124K 2025-05-07 $276.22

🏢 Other funds also holding TSLA

As of 2026 Q2 — sorted by position size

Neumann Advisory Hong Kong Ltd 3Y 7Y 76.8% NIGHTVIEW CAPITAL, LLC 3Y 7Y 31.23% QVR LLC 3Y 19.87% BANQUE PICTET & CIE SA 3Y 7Y 19.8% BANQUE PICTET & CIE SA 3Y 7Y 19.22% LAVELLE CAPITAL LP 16.61% Dakota Community Bank & Trust NA 3Y 15.95% Hyperion Asset Management Ltd 3Y 13.69% HAMILTON CAPITAL PARTNERS, LLC 13.04% UNICOM Systems, Inc. 12.31%

FAQ About MJT & Associates Financial Advisory Group, Inc. and TSLA

These are the practical questions this page is built to answer before you even open the full history table.

How long has MJT & Associates Financial Advisory Group, Inc. reported owning TSLA?

MJT & Associates Financial Advisory Group, Inc. reported TSLA across 6 quarterly 13F filings, from 2025 Q1 through 2026 Q2.

What was the largest reported TSLA position in MJT & Associates Financial Advisory Group, Inc.'s portfolio?

The largest reported portfolio weight for TSLA was 0.17% in 2025 Q3.

What is the latest reported TSLA position on this page?

The most recent filing on this page is 2026 Q2, when MJT & Associates Financial Advisory Group, Inc. reported 448 shares, equal to 0.12% of portfolio, with an estimated market value of $188K.

What does the chart on this TSLA ownership page compare?

The chart compares MJT & Associates Financial Advisory Group, Inc.'s quarterly TSLA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did MJT & Associates Financial Advisory Group, Inc. time their TSLA position?

Based on 13F filing dates vs. subsequent TSLA price moves, MJT & Associates Financial Advisory Group, Inc. correctly timed 3 out of 4 reported position changes (75%). The annualised alpha on TSLA relative to SPY over the holding period was +10.2%.

← Back to MJT & Associates Financial Advisory Group, Inc. Holdings