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Secured Retirement Advisors’s Tesla TSLA Stock Holding History

Secured Retirement Advisors’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 		$2.85M Sell
6,765
-41
-0.6% -$16.3K 1.46% 11
2026
Q1 		$2.53M Buy
6,806
+3,352
+97% +$1.38M 1.43% 16
2025
Q4 		$1.55M Buy
3,454
+58
+2% +$25.7K 0.87% 35
2025
Q3 		$1.51M Sell
3,396
-1,110
-25% -$385K 0.84% 37
2025
Q2 		$1.43M Sell
4,506
-706
-14% -$213K 0.85% 41
2025
Q1 		$1.35M Buy
5,212
+2,416
+86% +$805K 0.87% 39
2024
Q4 		$1.13M Buy
2,796
+1,435
+105% +$462K 0.65% 67
2024
Q3 		$356K Buy
1,361
+54
+4% +$12.3K 0.26% 85
2024
Q2 		$259K Sell
1,307
-308
-19% -$53.8K 0.2% 102
2024
Q1 		$284K Buy
1,615
+109
+7% +$21.3K 0.24% 91
2023
Q4 		$374K Buy
+1,506
New +$358K 0.36% 75

Other funds holding TSLA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Secured Retirement Advisors's TSLA Position: Q2 2026 in Review

Secured Retirement Advisors reduced its Tesla (TSLA) stake by 0.6% in Q2 2026, selling an estimated $16.3K and leaving 6,765 shares worth $2.85M. The position accounts for 1.46% of the portfolio, ranked #11.

Secured Retirement Advisors first reported a position in TSLA in Q4 2023 and has held it in 11 quarters since. 4,283 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Secured Retirement Advisors held 6,765 shares of Tesla worth $2.85M as of Q2 2026.
  • Secured Retirement Advisors sold 41 Tesla shares in Q2 2026, an estimated $16.3K.
  • Tesla made up 1.46% of Secured Retirement Advisors's portfolio in Q2 2026, its #11 holding.
  • Secured Retirement Advisors first reported a position in Tesla in Q4 2023 and has held it in 11 quarters since.
  • 4,283 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Secured Retirement Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.