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 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Strata Wealth Advisors's TSLA Position: Q1 2026 in Review

Strata Wealth Advisors reduced its Tesla (TSLA) stake by 0.91% in Q1 2026, selling an estimated $7.42K and leaving 1,955 shares worth $727K. The position accounts for 0.2% of the portfolio, ranked #43.

Strata Wealth Advisors first reported a position in TSLA in Q1 2023 and has held it in 12 quarters since. The position peaked at $1.16M in Q4 2024. 4,174 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

Strata Wealth Advisors held 1,955 shares of Tesla worth $727K as of Q1 2026.
Strata Wealth Advisors sold 18 Tesla shares in Q1 2026, an estimated $7.42K.
Tesla made up 0.2% of Strata Wealth Advisors's portfolio in Q1 2026, its #43 holding.
Strata Wealth Advisors first reported a position in Tesla in Q1 2023 and has held it in 12 quarters since.
Strata Wealth Advisors's Tesla position peaked at $1.16M in Q4 2024.
4,174 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Strata Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.