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 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	Sell	23,477 -5,878,939	-100%	-$1.34B	1.96%	11
2024 Q2	$60.7K	Buy	5,902,416 +5,875,484	+21,816%	+$1.03B	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 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

Strategic Financial Concepts's TSLA Position: Q1 2026 in Review

Strategic Financial Concepts increased its Tesla (TSLA) stake by 3,313% in Q1 2026, buying an estimated $7.78M and bringing the position to 19,456 shares worth $7.23M. The position accounts for 1.78% of the portfolio, ranked #11.

Strategic Financial Concepts first reported a position in TSLA in Q1 2023 and has held it in 12 quarters since. The position peaked at $8.84M in Q4 2024. 4,175 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

Strategic Financial Concepts held 19,456 shares of Tesla worth $7.23M as of Q1 2026.
Strategic Financial Concepts bought 18,886 Tesla shares in Q1 2026, an estimated $7.78M.
Tesla made up 1.78% of Strategic Financial Concepts's portfolio in Q1 2026, its #11 holding.
Strategic Financial Concepts first reported a position in Tesla in Q1 2023 and has held it in 12 quarters since.
Strategic Financial Concepts's Tesla position peaked at $8.84M in Q4 2024.
4,175 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Strategic Financial Concepts's 13F filing for Q1 2026, filed 13 May 2026.