Strata Wealth Advisors
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Strata Wealth Advisors’s Tesla TSLA Stock Holding History

Strata Wealth 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
Q3 		$678K Sell
1,912
-144
-7% -$51.5K 0.16% 53
2026
Q2 		$865K Buy
2,056
+101
+5% +$40.2K 0.21% 41
2026
Q1 		$727K Sell
1,955
-18
-0.9% -$7.42K 0.2% 43
2025
Q4 		$887K Buy
1,973
+95
+5% +$42.1K 0.25% 37
2025
Q3 		$835K Buy
1,878
+47
+3% +$16.3K 0.22% 43
2025
Q2 		$582K Buy
1,831
+485
+36% +$146K 0.16% 48
2025
Q1 		$349K Sell
1,346
-1,538
-53% -$513K 0.11% 56
2024
Q4 		$1.16M Buy
2,884
+351
+14% +$113K 0.37% 32
2024
Q3 		$663K Buy
2,533
+253
+11% +$57.7K 0.21% 43
2024
Q2 		$451K Buy
2,280
+193
+9% +$33.7K 0.16% 48
2024
Q1 		$367K Sell
2,087
-292
-12% -$57K 0.13% 54
2023
Q4 		$591K Buy
2,379
+231
+11% +$54.9K 0.23% 42
2023
Q3 		$537K Buy
+2,148
New +$552K 0.26% 29
2023
Q1 		$390K Buy
+1,879
New +$328K 0.2% 37

Other funds holding TSLA

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Hyperion Asset Management
Hyperion Asset Management Brisbane, Australia $3.66B AUM 10.02% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Sloy Dahl & Holst
Sloy Dahl & Holst Vancouver, Washington $693M AUM 4.8% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Strata Wealth Advisors's TSLA Position: Q3 2026 in Review

Strata Wealth Advisors reduced its Tesla (TSLA) stake by 7% in Q3 2026, selling an estimated $51.5K and leaving 1,912 shares worth $678K. The position accounts for 0.16% of the portfolio, ranked #53.

Strata Wealth Advisors first reported a position in TSLA in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.16M in Q4 2024. 1,529 funds tracked by Wall St. Rank hold TSLA as of Q3 2026.

  • Strata Wealth Advisors held 1,912 shares of Tesla worth $678K as of Q3 2026.
  • Strata Wealth Advisors sold 144 Tesla shares in Q3 2026, an estimated $51.5K.
  • Tesla made up 0.16% of Strata Wealth Advisors's portfolio in Q3 2026, its #53 holding.
  • Strata Wealth Advisors first reported a position in Tesla in Q1 2023 and has held it in 14 quarters since.
  • Strata Wealth Advisors's Tesla position peaked at $1.16M in Q4 2024.
  • 1,529 funds tracked by Wall St. Rank held Tesla as of Q3 2026.

Based on Strata Wealth Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.