Retirement Capital 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
$1.33M Hold
3,162
0.46% 37
2026
Q1
$1.18M Hold
3,162
0.44% 36
2025
Q4
$1.42M Hold
3,162
0.53% 32
2025
Q3
$1.41M Hold
3,162
0.54% 36
2025
Q2
$1M Hold
3,162
0.4% 41
2025
Q1
$819K Sell
3,162
-325
-9% -$108K 0.32% 50
2024
Q4
$1.41M Buy
3,487
+1,290
+59% +$415K 0.53% 33
2024
Q3
$575K Sell
2,197
-285
-11% -$65K 0.23% 46
2024
Q2
$491K Hold
2,482
0.2% 49
2024
Q1
$436K Buy
2,482
+164
+7% +$32K 0.18% 50
2023
Q4
$576K Buy
2,318
+135
+6% +$32.1K 0.25% 51
2023
Q3
$546K Hold
2,183
0.26% 42
2023
Q2
$571K Hold
2,183
0.26% 44
2023
Q1
$453K Buy
2,183
+17
+0.8% +$2.97K 0.22% 30
2022
Q4
$267K Sell
2,166
-9
-0.4% -$1.7K 0.13% 36
2022
Q3
$577K Sell
2,175
-255
-10% -$71.2K 0.26% 27
2022
Q2
$545K Buy
2,430
+15
+0.6% +$4.09K 0.24% 38
2022
Q1
$794K Hold
2,415
0.32% 33
2021
Q4
$851K Buy
2,415
+3
+0.1% +$1.01K 0.31% 40
2021
Q3
$623K Buy
2,412
+48
+2% +$11.3K 0.24% 43
2021
Q2
$536K Buy
2,364
+606
+34% +$132K 0.2% 56
2021
Q1
$391K Buy
+1,758
New +$441K 0.15% 57

Other funds holding TSLA

Retirement Capital Strategies's TSLA Position: Q2 2026 in Review

Retirement Capital Strategies held its Tesla (TSLA) position steady in Q2 2026 at 3,162 shares worth $1.33M. The position accounts for 0.46% of the portfolio, ranked #37.

Retirement Capital Strategies first reported a position in TSLA in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.42M in Q4 2025. 4,282 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Retirement Capital Strategies held 3,162 shares of Tesla worth $1.33M as of Q2 2026.
  • Retirement Capital Strategies left its Tesla share count unchanged in Q2 2026.
  • Tesla made up 0.46% of Retirement Capital Strategies's portfolio in Q2 2026, its #37 holding.
  • Retirement Capital Strategies first reported a position in Tesla in Q1 2021 and has held it in 22 quarters since.
  • Retirement Capital Strategies's Tesla position peaked at $1.42M in Q4 2025.
  • 4,282 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Retirement Capital Strategies's 13F filing for Q2 2026, filed 14 Aug 2026.