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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
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

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

Strata Wealth Advisors's TSLA Position: Q2 2026 in Review

Strata Wealth Advisors increased its Tesla (TSLA) stake by 5.2% in Q2 2026, buying an estimated $40.2K and bringing the position to 2,056 shares worth $865K. The position accounts for 0.21% of the portfolio, ranked #41.

Strata Wealth Advisors first reported a position in TSLA in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.16M in Q4 2024. 4,292 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Strata Wealth Advisors held 2,056 shares of Tesla worth $865K as of Q2 2026.
  • Strata Wealth Advisors bought 101 Tesla shares in Q2 2026, an estimated $40.2K.
  • Tesla made up 0.21% of Strata Wealth Advisors's portfolio in Q2 2026, its #41 holding.
  • Strata Wealth Advisors first reported a position in Tesla in Q1 2023 and has held it in 13 quarters since.
  • Strata Wealth Advisors's Tesla position peaked at $1.16M in Q4 2024.
  • 4,292 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Strata Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.