Pacific Wealth Strategies Group’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
$207K Buy
+493
New +$196K 0.12% 54
2026
Q1
Sell
-766
Closed -$344K 65
2025
Q4
$344K Sell
766
-84
-10% -$37.2K 0.2% 48
2025
Q3
$378K Buy
850
+175
+26% +$60.7K 0.23% 46
2025
Q2
$208K Buy
+675
New +$203K 0.14% 54
2025
Q1
Sell
-1,602
Closed -$647K 58
2024
Q4
$647K Buy
1,602
+155
+11% +$49.9K 0.45% 40
2024
Q3
$379K Sell
1,447
-55
-4% -$12.5K 0.28% 39
2024
Q2
$297K Sell
1,502
-425
-22% -$74.3K 0.25% 41
2024
Q1
$339K Buy
1,927
+520
+37% +$102K 0.28% 40
2023
Q4
$350K Sell
1,407
-387
-22% -$92K 0.33% 41
2023
Q3
$449K Sell
1,794
-1,117
-38% -$287K 0.47% 39
2023
Q2
$762K Buy
2,911
+60
+2% +$12K 0.78% 30
2023
Q1
$591K Hold
2,851
0.68% 35
2022
Q4
$351K Buy
2,851
+28
+1% +$5.3K 0.47% 35
2022
Q3
$749K Buy
2,823
+54
+2% +$15.1K 1.04% 29
2022
Q2
$622K Buy
2,769
+354
+15% +$96.6K 0.8% 32
2022
Q1
$867K Sell
2,415
-1,005
-29% -$313K 0.36% 50
2021
Q4
$1.21M Sell
3,420
-321
-9% -$108K 0.42% 48
2021
Q3
$967K Hold
3,741
0.36% 55
2021
Q2
$848K Sell
3,741
-300
-7% -$65.1K 0.32% 59
2021
Q1
$900K Buy
4,041
+210
+5% +$52.7K 0.38% 60
2020
Q4
$1.12M Buy
3,831
+1,851
+93% +$316K 0.49% 49
2020
Q3
$283K Buy
+1,980
New +$234K 0.15% 67

Other funds holding TSLA

Pacific Wealth Strategies Group's TSLA Position: Q2 2026 in Review

Pacific Wealth Strategies Group opened a new position in Tesla (TSLA) in Q2 2026: 493 shares worth $207K. The stake represents 0.12% of the portfolio and ranks #54 among its holdings. This is a return to the name: Pacific Wealth Strategies Group previously reported a position in TSLA as recently as Q4 2025.

Pacific Wealth Strategies Group first reported a position in TSLA in Q3 2020 and has held it in 22 quarters since. The position peaked at $1.21M in Q4 2021. 1,238 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Pacific Wealth Strategies Group held 493 shares of Tesla worth $207K as of Q2 2026.
  • Tesla was a new Pacific Wealth Strategies Group position in Q2 2026.
  • Tesla made up 0.12% of Pacific Wealth Strategies Group's portfolio in Q2 2026, its #54 holding.
  • Pacific Wealth Strategies Group first reported a position in Tesla in Q3 2020 and has held it in 22 quarters since.
  • Pacific Wealth Strategies Group's Tesla position peaked at $1.21M in Q4 2021.
  • 1,238 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Pacific Wealth Strategies Group's 13F filing for Q2 2026, filed 17 Jul 2026.