Juncture Wealth Strategies’s Tesla TSLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$674K Sell
1,603
-132
-8% -$52.5K 0.18% 91
2026
Q1
$645K Sell
1,735
-24
-1% -$9.89K 0.22% 67
2025
Q4
$791K Buy
1,759
+5
+0.3% +$2.22K 0.26% 54
2025
Q3
$780K Buy
1,754
+60
+4% +$20.8K 0.26% 55
2025
Q2
$538K Buy
1,694
+339
+25% +$102K 0.19% 66
2025
Q1
$351K Buy
1,355
+234
+21% +$78K 0.14% 93
2024
Q4
$453K Buy
1,121
+3
+0.3% +$965 0.17% 78
2024
Q3
$293K Sell
1,118
-10
-0.9% -$2.28K 0.11% 102
2024
Q2
$223K Sell
1,128
-118
-9% -$20.6K 0.09% 103
2024
Q1
$219K Sell
1,246
-11
-0.9% -$2.15K 0.09% 107
2023
Q4
$312K Sell
1,257
-80
-6% -$19K 0.14% 89
2023
Q3
$335K Sell
1,337
-256
-16% -$65.8K 0.16% 99
2023
Q2
$417K Sell
1,593
-2,338
-59% -$468K 0.2% 92
2023
Q1
$816K Buy
3,931
+548
+16% +$95.6K 0.4% 45
2022
Q4
$417K Sell
3,383
-1,042
-24% -$197K 0.2% 79
2022
Q3
$1.17M Sell
4,425
-6
-0.1% -$1.68K 0.58% 35
2022
Q2
$995K Buy
4,431
+225
+5% +$61.4K 0.49% 36
2022
Q1
$1.51M Sell
4,206
-138
-3% -$43K 0.72% 31
2021
Q4
$1.53M Sell
4,344
-78
-2% -$26.2K 0.73% 31
2021
Q3
$1.14M Buy
+4,422
New +$1.04M 0.6% 33

Other funds holding TSLA

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

Juncture Wealth Strategies reduced its Tesla (TSLA) stake by 7.6% in Q2 2026, selling an estimated $52.5K and leaving 1,603 shares worth $674K. The position accounts for 0.18% of the portfolio, ranked #91.

Juncture Wealth Strategies first reported a position in TSLA in Q3 2021 and has held it in 20 quarters since. The position peaked at $1.53M in Q4 2021. 1,733 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Juncture Wealth Strategies held 1,603 shares of Tesla worth $674K as of Q2 2026.
  • Juncture Wealth Strategies sold 132 Tesla shares in Q2 2026, an estimated $52.5K.
  • Tesla made up 0.18% of Juncture Wealth Strategies's portfolio in Q2 2026, its #91 holding.
  • Juncture Wealth Strategies first reported a position in Tesla in Q3 2021 and has held it in 20 quarters since.
  • Juncture Wealth Strategies's Tesla position peaked at $1.53M in Q4 2021.
  • 1,733 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Juncture Wealth Strategies's 13F filing for Q2 2026, filed 9 Jul 2026.