Dynamic Wealth Strategies’s Tesla TSLA Stock Holding History

Dynamic Wealth Strategies’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	$41.6K	Sell	99 -12	-11%	-$4.77K	0.02%	167
2026 Q1	$41.3K	Sell	111 -161	-59%	-$66.3K	0.02%	160
2025 Q4	$122K	Sell	272 -109	-29%	-$48.3K	0.07%	104
2025 Q3	$169K	Buy	381 +4	+1%	+$1.39K	0.11%	80
2025 Q2	$120K	Sell	377 -140	-27%	-$42.2K	0.09%	92
2025 Q1	$134K	Buy	+517	New	+$172K	0.11%	87
2024 Q4	–	Sell	-454	Closed	-$119K	–	209
2024 Q3	$119K	Hold	454	–	–	0.1%	96
2024 Q2	$90K	Buy	454 +3	+0.7%	+$524	0.08%	104
2024 Q1	$79K	Buy	451 +126	+39%	+$24.6K	0.07%	108
2023 Q4	$80.8K	Buy	+325	New	+$77.2K	0.07%	107

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

Dynamic Wealth Strategies's TSLA Position: Q2 2026 in Review

Dynamic Wealth Strategies reduced its Tesla (TSLA) stake by 11% in Q2 2026, selling an estimated $4.77K and leaving 99 shares worth $41.6K. The position accounts for 0.02% of the portfolio, ranked #167.

Dynamic Wealth Strategies first reported a position in TSLA in Q4 2023 and has held it in 10 quarters since. The position peaked at $169K in Q3 2025. 4,272 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

Dynamic Wealth Strategies held 99 shares of Tesla worth $41.6K as of Q2 2026.
Dynamic Wealth Strategies sold 12 Tesla shares in Q2 2026, an estimated $4.77K.
Tesla made up 0.02% of Dynamic Wealth Strategies's portfolio in Q2 2026, its #167 holding.
Dynamic Wealth Strategies first reported a position in Tesla in Q4 2023 and has held it in 10 quarters since.
Dynamic Wealth Strategies's Tesla position peaked at $169K in Q3 2025.
4,272 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Dynamic Wealth Strategies's 13F filing for Q2 2026, filed 23 Jul 2026.