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Secure Asset Management’s Tesla TSLA Stock Holding History

Secure Asset Management’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 		$9.5M Buy
22,590
+986
+5% +$392K 1.33% 13
2026
Q1 		$8.03M Buy
21,604
+1,749
+9% +$721K 1.27% 16
2025
Q4 		$8.93M Buy
19,855
+450
+2% +$199K 1.4% 14
2025
Q3 		$8.92M Sell
19,405
-1,121
-5% -$389K 1.47% 13
2025
Q2 		$6.52M Buy
20,526
+1,083
+6% +$326K 1.2% 17
2025
Q1 		$5.04M Buy
19,443
+4,063
+26% +$1.35M 1.01% 18
2024
Q4 		$6.21M Sell
15,380
-562
-4% -$181K 0.94% 17
2024
Q3 		$4.17M Sell
15,942
-1,515
-9% -$345K 0.7% 27
2024
Q2 		$3.45M Buy
17,457
+4,704
+37% +$822K 0.65% 28
2024
Q1 		$2.24M Buy
12,753
+7,824
+159% +$1.53M 0.53% 33
2023
Q4 		$1.22M Buy
4,929
+26
+0.5% +$6.18K 0.33% 77
2023
Q3 		$1.23M Buy
4,903
+887
+22% +$228K 0.37% 62
2023
Q2 		$1.05M Buy
4,016
+63
+2% +$12.6K 0.32% 76
2023
Q1 		$820K Buy
3,953
+1,366
+53% +$238K 0.27% 93
2022
Q4 		$319K Buy
2,587
+163
+7% +$30.9K 0.11% 143
2022
Q3 		$643K Sell
2,424
-399
-14% -$111K 0.36% 58
2022
Q2 		$634K Hold
2,823
– – 0.35% 51
2022
Q1 		$1.01M Buy
2,823
+240
+9% +$74.8K 0.46% 38
2021
Q4 		$910K Buy
2,583
+990
+62% +$332K 0.37% 48
2021
Q3 		$412K Buy
1,593
+81
+5% +$19.1K 0.2% 88
2021
Q2 		$343K Buy
1,512
+282
+23% +$61.2K 0.17% 118
2021
Q1 		$274K Buy
1,230
+348
+39% +$87.4K 0.15% 135
2020
Q4 		$207K Buy
+882
New +$151K 0.12% 148

Other funds holding TSLA

Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Secure Asset Management's TSLA Position: Q2 2026 in Review

Secure Asset Management increased its Tesla (TSLA) stake by 4.6% in Q2 2026, buying an estimated $392K and bringing the position to 22,590 shares worth $9.5M. The position accounts for 1.33% of the portfolio, ranked #13.

Secure Asset Management first reported a position in TSLA in Q4 2020 and has held it in 23 quarters since. 2,388 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Secure Asset Management held 22,590 shares of Tesla worth $9.5M as of Q2 2026.
  • Secure Asset Management bought 986 Tesla shares in Q2 2026, an estimated $392K.
  • Tesla made up 1.33% of Secure Asset Management's portfolio in Q2 2026, its #13 holding.
  • Secure Asset Management first reported a position in Tesla in Q4 2020 and has held it in 23 quarters since.
  • 2,388 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Secure Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.