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Strategic Family Wealth Counselors’s Tesla TSLA Stock Holding History

Strategic Family Wealth Counselors’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 		$1.11M Sell
2,987
-1,443
-33% -$594K 0.29% 65
2025
Q4 		$1.86M Buy
4,430
+1,695
+62% +$751K 0.42% 56
2025
Q3 		$1.22M Buy
2,735
+1
+0% +$347 0.31% 59
2025
Q2 		$868K Buy
2,734
+132
+5% +$39.8K 0.25% 67
2025
Q1 		$674K Sell
2,602
-245
-9% -$81.7K 0.22% 73
2024
Q4 		$1.15M Buy
2,847
+1,629
+134% +$524K 0.37% 56
2024
Q3 		$319K Sell
1,218
-91
-7% -$20.8K 0.11% 100
2024
Q2 		$259K Sell
1,309
-139
-10% -$24.3K 0.1% 108
2024
Q1 		$255K Buy
1,448
+3
+0.2% +$586 0.1% 101
2023
Q4 		$359K Sell
1,445
-200
-12% -$47.5K 0.15% 74
2023
Q3 		$412K Sell
1,645
-246
-13% -$63.2K 0.2% 67
2023
Q2 		$495K Buy
1,891
+10
+0.5% +$2K 0.23% 56
2023
Q1 		$390K Buy
1,881
+323
+21% +$56.3K 0.18% 62
2022
Q4 		$192K Sell
1,558
-17
-1% -$3.22K 0.1% 102
2022
Q3 		$418K Buy
1,575
+36
+2% +$10.1K 0.21% 57
2022
Q2 		$345K Buy
1,539
+72
+5% +$19.7K 0.17% 62
2022
Q1 		$527K Sell
1,467
-555
-27% -$173K 0.21% 57
2021
Q4 		$712K Buy
2,022
+462
+30% +$155K 0.23% 49
2021
Q3 		$403K Sell
1,560
-102
-6% -$24K 0.14% 60
2021
Q2 		$377K Hold
1,662
– – 0.12% 58
2021
Q1 		$370K Sell
1,662
-93
-5% -$23.3K 0.14% 56
2020
Q4 		$413K Buy
1,755
+135
+8% +$23K 0.21% 58
2020
Q3 		$232K Buy
+1,620
New +$191K 0.13% 67

Other funds holding TSLA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Strategic Family Wealth Counselors's TSLA Position: Q1 2026 in Review

Strategic Family Wealth Counselors reduced its Tesla (TSLA) stake by 33% in Q1 2026, selling an estimated $594K and leaving 2,987 shares worth $1.11M. The position accounts for 0.29% of the portfolio, ranked #65.

Strategic Family Wealth Counselors first reported a position in TSLA in Q3 2020 and has held it in 23 quarters since. The position peaked at $1.86M in Q4 2025. 4,185 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

  • Strategic Family Wealth Counselors held 2,987 shares of Tesla worth $1.11M as of Q1 2026.
  • Strategic Family Wealth Counselors sold 1,443 Tesla shares in Q1 2026, an estimated $594K.
  • Tesla made up 0.29% of Strategic Family Wealth Counselors's portfolio in Q1 2026, its #65 holding.
  • Strategic Family Wealth Counselors first reported a position in Tesla in Q3 2020 and has held it in 23 quarters since.
  • Strategic Family Wealth Counselors's Tesla position peaked at $1.86M in Q4 2025.
  • 4,185 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Strategic Family Wealth Counselors's 13F filing for Q1 2026, filed 11 May 2026.