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Strategic Financial Services’s Tesla TSLA Stock Holding History

Strategic Financial Services’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 		$2.4M Hold
6,447
– – 0.11% 44
2025
Q4 		$2.65M Sell
6,447
-388
-6% -$172K 0.12% 44
2025
Q3 		$3.04M Buy
6,835
+19
+0.3% +$6.59K 0.15% 36
2025
Q2 		$2.17M Buy
6,816
+199
+3% +$60K 0.12% 44
2025
Q1 		$1.71M Sell
6,617
-464
-7% -$155K 0.1% 48
2024
Q4 		$2.86M Buy
7,081
+2
+0% +$643 0.17% 35
2024
Q3 		$1.85M Sell
7,079
-15
-0.2% -$3.42K 0.11% 47
2024
Q2 		$1.4M Hold
7,094
– – 0.09% 52
2024
Q1 		$1.25M Hold
7,094
– – 0.08% 56
2023
Q4 		$1.76M Hold
7,094
– – 0.12% 45
2023
Q3 		$1.78M Hold
7,094
– – 0.14% 48
2023
Q2 		$1.72M Buy
7,094
+16
+0.2% +$3.2K 0.13% 51
2023
Q1 		$1.47M Hold
7,078
– – 0.11% 54
2022
Q4 		$872K Buy
7,078
+160
+2% +$30.3K 0.07% 66
2022
Q3 		$1.83M Sell
6,918
-300
-4% -$83.8K 0.16% 53
2022
Q2 		$1.62M Buy
7,218
+387
+6% +$106K 0.14% 64
2022
Q1 		$2.45M Buy
6,831
+300
+5% +$93.4K 0.19% 55
2021
Q4 		$2.3M Hold
6,531
– – 0.17% 60
2021
Q3 		$1.69M Sell
6,531
-900
-12% -$212K 0.13% 65
2021
Q2 		$1.68M Buy
7,431
+81
+1% +$17.6K 0.13% 68
2021
Q1 		$1.64M Sell
7,350
-3
-0% -$753 0.14% 69
2020
Q4 		$1.73M Sell
7,353
-597
-8% -$102K 0.16% 65
2020
Q3 		$1.14M Buy
7,950
+450
+6% +$53.1K 0.12% 71
2020
Q2 		$540K Hold
7,500
– – 0.06% 83
2020
Q1 		$262K Hold
7,500
– – 0.04% 109
2019
Q4 		$209K Buy
+7,500
New +$163K 0.02% 130

Other funds holding TSLA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 Financial Services's TSLA Position: Q1 2026 in Review

Strategic Financial Services held its Tesla (TSLA) position steady in Q1 2026 at 6,447 shares worth $2.4M. The position accounts for 0.11% of the portfolio, ranked #44.

Strategic Financial Services first reported a position in TSLA in Q4 2019 and has held it in 26 quarters since. The position peaked at $3.04M in Q3 2025. 4,174 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

  • Strategic Financial Services held 6,447 shares of Tesla worth $2.4M as of Q1 2026.
  • Strategic Financial Services left its Tesla share count unchanged in Q1 2026.
  • Tesla made up 0.11% of Strategic Financial Services's portfolio in Q1 2026, its #44 holding.
  • Strategic Financial Services first reported a position in Tesla in Q4 2019 and has held it in 26 quarters since.
  • Strategic Financial Services's Tesla position peaked at $3.04M in Q3 2025.
  • 4,174 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Strategic Financial Services's 13F filing for Q1 2026, filed 8 May 2026.