Secure Asset Management’s Tesla TSLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-500
Closed -$111K 363
2024
Q4
$111K Sell
500
-2,300
-82% -$740K 0.02% 311
2024
Q3
$733K Buy
2,800
+500
+22% +$114K 0.12% 153
2024
Q2
$455K Buy
+2,300
New +$402K 0.09% 169

Other funds holding TSLA

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. 895 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.
  • 895 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.