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Strategic Financial Concepts’s Tesla TSLA Stock Holding History

Strategic Financial Concepts’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 		$8.15M Sell
19,384
-72
-0.4% -$28.6K 2.43% 8
2026
Q1 		$7.23M Buy
19,456
+18,886
+3,313% +$7.78M 1.78% 11
2025
Q4 		$256K Sell
570
-19,389
-97% -$8.59M 0.23% 95
2025
Q3 		$8.43M Sell
19,959
-1,025
-5% -$356K 1.23% 15
2025
Q2 		$6.67M Sell
20,984
-1,324
-6% -$399K 0.94% 21
2025
Q1 		$5.78M Buy
22,308
+420
+2% +$140K 1.08% 22
2024
Q4 		$8.84M Sell
21,888
-1,589
-7% -$511K 1.7% 13
2024
Q3 		$6.14M Buy
23,477
+23,170
+7,547% +$5.28M 1.96% 11
2024
Q2 		$60.7K Sell
307
-26,625
-99% -$4.65M 0.04% 227
2024
Q1 		$4.73M Buy
+26,932
New +$5.26M 1.14% 22
2023
Q4 		– Sell
-26,829
Closed -$6.71M – 255
2023
Q3 		$6.71M Sell
26,829
-776
-3% -$199K 2.27% 5
2023
Q2 		$7.23M Buy
27,605
+17
+0.1% +$3.4K 2.66% 3
2023
Q1 		$5.72M Buy
+27,588
New +$4.81M 2.31% 8

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

Strategic Financial Concepts's TSLA Position: Q2 2026 in Review

Strategic Financial Concepts reduced its Tesla (TSLA) stake by 0.37% in Q2 2026, selling an estimated $28.6K and leaving 19,384 shares worth $8.15M. The position accounts for 2.43% of the portfolio, ranked #8.

Strategic Financial Concepts first reported a position in TSLA in Q1 2023 and has held it in 13 quarters since. The position peaked at $8.84M in Q4 2024. 4,308 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Strategic Financial Concepts held 19,384 shares of Tesla worth $8.15M as of Q2 2026.
  • Strategic Financial Concepts sold 72 Tesla shares in Q2 2026, an estimated $28.6K.
  • Tesla made up 2.43% of Strategic Financial Concepts's portfolio in Q2 2026, its #8 holding.
  • Strategic Financial Concepts first reported a position in Tesla in Q1 2023 and has held it in 13 quarters since.
  • Strategic Financial Concepts's Tesla position peaked at $8.84M in Q4 2024.
  • 4,308 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Strategic Financial Concepts's 13F filing for Q2 2026, filed 28 Jul 2026.