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Strait & Sound Wealth Management’s Tesla TSLA Stock Holding History

Strait & Sound Wealth 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 		$2.73M Buy
6,489
+282
+5% +$112K 0.96% 24
2026
Q1 		$2.31M Sell
6,207
-135
-2% -$55.6K 0.86% 25
2025
Q4 		$2.85M Sell
6,342
-39
-0.6% -$17.3K 1.06% 21
2025
Q3 		$2.84M Sell
6,381
-2,962
-32% -$1.03M 1.09% 20
2025
Q2 		$2.97M Sell
9,343
-250
-3% -$75.3K 1.26% 18
2025
Q1 		$2.49M Sell
9,593
-1,562
-14% -$521K 1.16% 19
2024
Q4 		$4.5M Sell
11,155
-224
-2% -$72.1K 2.09% 11
2024
Q3 		$2.98M Sell
11,379
-95
-0.8% -$21.7K 1.45% 14
2024
Q2 		$2.27M Sell
11,474
-861
-7% -$150K 1.16% 16
2024
Q1 		$2.15M Buy
12,335
+319
+3% +$62.3K 1.2% 16
2023
Q4 		$2.59M Buy
12,016
+249
+2% +$59.2K 1.62% 13
2023
Q3 		$2.94M Sell
11,767
-536
-4% -$138K 2.53% 7
2023
Q2 		$3.22M Sell
12,303
-213
-2% -$42.6K 3.19% 6
2023
Q1 		$2.6M Sell
12,516
-45
-0.4% -$7.85K 2.58% 8
2022
Q4 		$1.65M Buy
+12,561
New +$2.38M 1.8% 13

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

Strait & Sound Wealth Management's TSLA Position: Q2 2026 in Review

Strait & Sound Wealth Management increased its Tesla (TSLA) stake by 4.5% in Q2 2026, buying an estimated $112K and bringing the position to 6,489 shares worth $2.73M. The position accounts for 0.96% of the portfolio, ranked #24.

Strait & Sound Wealth Management first reported a position in TSLA in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.5M in Q4 2024. 4,282 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Strait & Sound Wealth Management held 6,489 shares of Tesla worth $2.73M as of Q2 2026.
  • Strait & Sound Wealth Management bought 282 Tesla shares in Q2 2026, an estimated $112K.
  • Tesla made up 0.96% of Strait & Sound Wealth Management's portfolio in Q2 2026, its #24 holding.
  • Strait & Sound Wealth Management first reported a position in Tesla in Q4 2022 and has held it in 15 quarters since.
  • Strait & Sound Wealth Management's Tesla position peaked at $4.5M in Q4 2024.
  • 4,282 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Strait & Sound Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.