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Sound Financial Strategies Group’s Tesla TSLA Stock Holding History

Sound Financial Strategies Group’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 		$380K Buy
903
+88
+11% +$35K 0.24% 63
2026
Q1 		$303K Buy
+815
New +$336K 0.21% 72

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

Sound Financial Strategies Group's TSLA Position: Q2 2026 in Review

Sound Financial Strategies Group increased its Tesla (TSLA) stake by 11% in Q2 2026, buying an estimated $35K and bringing the position to 903 shares worth $380K. The position accounts for 0.24% of the portfolio, ranked #63.

Sound Financial Strategies Group first reported a position in TSLA in Q1 2026 and has held it in 2 quarters since. 4,272 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Sound Financial Strategies Group held 903 shares of Tesla worth $380K as of Q2 2026.
  • Sound Financial Strategies Group bought 88 Tesla shares in Q2 2026, an estimated $35K.
  • Tesla made up 0.24% of Sound Financial Strategies Group's portfolio in Q2 2026, its #63 holding.
  • Sound Financial Strategies Group first reported a position in Tesla in Q1 2026 and has held it in 2 quarters since.
  • 4,272 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Sound Financial Strategies Group's 13F filing for Q2 2026, filed 10 Aug 2026.