Tesla, Inc. $TSLA Stock Holdings Lifted by Cascade Financial Partners LLC

Posted by Mitch Edgeman on May 18th, 2026

Cascade Financial Partners LLC lifted its position in Tesla, Inc. (NASDAQ:TSLA – Free Report) by 866.8% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 207,999 shares of the electric vehicle producer’s stock after acquiring an additional 186,485 shares during the period. Tesla comprises approximately 8.7% of Cascade Financial Partners LLC’s holdings, making the stock its 2nd largest position. Cascade Financial Partners LLC’s holdings in Tesla were worth $93,541,000 at the end of the most recent reporting period.

Several other institutional investors have also made changes to their positions in TSLA. Networth Advisors LLC purchased a new position in shares of Tesla in the fourth quarter worth approximately $26,000. Chapman Financial Group LLC purchased a new position in shares of Tesla in the second quarter worth approximately $26,000. Davidson Capital Management Inc. increased its position in shares of Tesla by 79.4% in the fourth quarter. Davidson Capital Management Inc. now owns 61 shares of the electric vehicle producer’s stock worth $27,000 after acquiring an additional 27 shares in the last quarter. Prism Advisors Inc. purchased a new position in shares of Tesla in the fourth quarter worth approximately $30,000. Finally, Turning Point Benefit Group Inc. purchased a new position in shares of Tesla in the third quarter worth approximately $30,000. 66.20% of the stock is owned by hedge funds and other institutional investors.

Tesla Stock Performance

TSLA stock opened at $422.24 on Monday. The company has a quick ratio of 1.62, a current ratio of 2.04 and a debt-to-equity ratio of 0.09. The company has a market capitalization of $1.59 trillion, a price-to-earnings ratio of 387.38, a P/E/G ratio of 16.67 and a beta of 1.79. Tesla, Inc. has a 12 month low of $273.21 and a 12 month high of $498.83. The firm has a 50 day moving average of $386.41 and a two-hundred day moving average of $418.04.

Tesla (NASDAQ:TSLA – Get Free Report) last posted its earnings results on Thursday, April 23rd. The electric vehicle producer reported $0.41 EPS for the quarter, topping the consensus estimate of $0.39 by $0.02. The company had revenue of $22.39 billion during the quarter, compared to the consensus estimate of $22.96 billion. Tesla had a net margin of 3.95% and a return on equity of 4.89%. The company’s revenue for the quarter was up 15.8% compared to the same quarter last year. During the same period in the previous year, the firm posted $0.27 earnings per share. As a group, equities analysts anticipate that Tesla, Inc. will post 1.2 EPS for the current fiscal year.

Analysts Set New Price Targets

TSLA has been the topic of several analyst reports. JPMorgan Chase & Co. reissued a “sell” rating on shares of Tesla in a research report on Wednesday, April 22nd. The Goldman Sachs Group reaffirmed a “neutral” rating on shares of Tesla in a research report on Thursday, April 23rd. Robert W. Baird lowered their price objective on shares of Tesla from $538.00 to $522.00 and set an “outperform” rating on the stock in a research report on Friday, April 24th. Tigress Financial assumed coverage on shares of Tesla in a research report on Monday, April 27th. They set a “buy” rating on the stock. Finally, Zacks Research raised shares of Tesla from a “strong sell” rating to a “hold” rating in a research report on Tuesday, April 28th. Nineteen equities research analysts have rated the stock with a Buy rating, seventeen have assigned a Hold rating and five have issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Hold” and an average target price of $395.20.

Read Our Latest Analysis on Tesla

Insider Activity at Tesla

In other Tesla news, Director Kathleen Wilson-Thompson sold 26,409 shares of the business’s stock in a transaction that occurred on Thursday, April 30th. The shares were sold at an average price of $378.11, for a total value of $9,985,506.99. Following the completion of the sale, the director directly owned 48,399 shares of the company’s stock, valued at $18,300,145.89. The trade was a 35.30% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Vaibhav Taneja sold 3,000 shares of the business’s stock in a transaction that occurred on Wednesday, May 13th. The stock was sold at an average price of $450.00, for a total transaction of $1,350,000.00. Following the completion of the sale, the chief financial officer directly owned 18,106 shares of the company’s stock, valued at $8,147,700. This represents a 14.21% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders sold 83,213 shares of company stock valued at $32,201,105 over the last three months. Insiders own 19.90% of the company’s stock.

Trending Headlines about Tesla

Here are the key news stories impacting Tesla this week:

Positive Sentiment: Tesla is moving ahead with a $250 million investment in its Berlin Gigafactory, which could expand battery output, add jobs, and support future European production growth. Tesla to Invest $250 Million in Berlin Gigafactory
Positive Sentiment: New Tesla-linked ETFs are being launched to provide weekly income while still retaining some upside exposure to TSLA, reflecting continued investor demand for the stock. These New Nvidia And Tesla ETFs Want To Deliver Weekly Income Without Fully Sacrificing Upside
Neutral Sentiment: Elon Musk’s China trip kept Tesla in the spotlight, but the meeting produced no major breakthrough on Full Self-Driving approval or trade terms that investors were hoping for. Tesla Stock Slumps After Trump’s China Trip Ends Without “Material Agreements”
Neutral Sentiment: Tesla is starting work on a Cybercab car wash in Nevada, signaling progress on robotaxi-related infrastructure, though the project is still early-stage. Tesla (TSLA) to Build Cybercab Car Wash in Nevada as Robotaxi Plans Take Shape
Negative Sentiment: Robotaxi concerns are intensifying after reports of long wait times, navigation issues, and crashes, reinforcing doubts about Tesla’s timeline for autonomous driving monetization. Tesla robotaxi rollout features long wait times, safety concerns
Negative Sentiment: An Australian judge sharply criticized Tesla in a class-action case, warning the company could have “a really bad time” if it does not cooperate on document production, adding legal overhang. Australian judge criticises Tesla for ‘gobsmacking’ slow progress in class action lawsuit

About Tesla

(Free Report)

Tesla, Inc (NASDAQ: TSLA) is an American company that designs, manufactures and sells electric vehicles, energy generation and energy storage products. Founded in 2003 by Martin Eberhard and Marc Tarpenning, Tesla grew into a vertically integrated mobility and clean‑energy company with Elon Musk serving as its chief executive officer. The company’s stated mission is to accelerate the world’s transition to sustainable energy, reflected in its combined focus on electric drivetrains, battery technology, renewable energy products and software.

Tesla’s automotive business includes a lineup of battery‑electric vehicles and related services.