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Strategic Wealth Investment Group’s Tesla TSLA Stock Holding History

Strategic Wealth Investment Group’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 		$1.05M Sell
2,822
-117
-4% -$48.2K 0.13% 59
2025
Q4 		$1.32M Sell
2,939
-1,617
-35% -$717K 0.16% 60
2025
Q3 		$2.03M Buy
4,556
+3,837
+534% +$1.33M 0.17% 59
2025
Q2 		$228K Buy
+719
New +$217K 0.33% 47
2025
Q1 		– Sell
-4,259
Closed -$1.72M – 111
2024
Q4 		$1.72M Sell
4,259
-1,134
-21% -$365K 0.19% 62
2024
Q3 		$1.39M Sell
5,393
-38
-0.7% -$8.67K 0.15% 64
2024
Q2 		$1.14M Buy
+5,431
New +$949K 0.14% 67
2023
Q4 		$925K Buy
3,721
+1,325
+55% +$315K 0.14% 59
2023
Q3 		$600K Sell
2,396
-2,131
-47% -$547K 0.11% 64
2023
Q2 		$1.19M Buy
4,527
+1,502
+50% +$300K 0.19% 68
2023
Q1 		$628K Sell
3,025
-125
-4% -$21.8K 0.12% 80
2022
Q4 		$406K Buy
3,150
+1,304
+71% +$247K 0.09% 77
2022
Q3 		$490K Sell
1,846
-425
-19% -$119K 0.14% 67
2022
Q2 		$510K Buy
2,271
+141
+7% +$38.5K 0.13% 89
2022
Q1 		$765K Buy
2,130
+219
+11% +$68.2K 0.18% 57
2021
Q4 		$673K Buy
1,911
+561
+42% +$188K 0.18% 57
2021
Q3 		$353K Sell
1,350
-525
-28% -$124K 0.11% 64
2021
Q2 		$425K Sell
1,875
-99
-5% -$21.5K 0.15% 57
2021
Q1 		$439K Sell
1,974
-33
-2% -$8.29K 0.21% 52
2020
Q4 		$472K Sell
2,007
-153
-7% -$26.1K 0.28% 56
2020
Q3 		$309K Buy
+2,160
New +$255K 0.23% 69
2020
Q1 		– Sell
-19,635
Closed -$548K – 57
2019
Q4 		$548K Buy
+19,635
New +$426K 0.57% 35

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 Wealth Investment Group's TSLA Position: Q1 2026 in Review

Strategic Wealth Investment Group reduced its Tesla (TSLA) stake by 4% in Q1 2026, selling an estimated $48.2K and leaving 2,822 shares worth $1.05M. The position accounts for 0.13% of the portfolio, ranked #59.

Strategic Wealth Investment Group first reported a position in TSLA in Q4 2019 and has held it in 22 quarters since. The position peaked at $2.03M in Q3 2025. 4,177 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

  • Strategic Wealth Investment Group held 2,822 shares of Tesla worth $1.05M as of Q1 2026.
  • Strategic Wealth Investment Group sold 117 Tesla shares in Q1 2026, an estimated $48.2K.
  • Tesla made up 0.13% of Strategic Wealth Investment Group's portfolio in Q1 2026, its #59 holding.
  • Strategic Wealth Investment Group first reported a position in Tesla in Q4 2019 and has held it in 22 quarters since.
  • Strategic Wealth Investment Group's Tesla position peaked at $2.03M in Q3 2025.
  • 4,177 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

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