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Strategies Wealth Advisors’s Tesla TSLA Stock Holding History

Strategies Wealth Advisors’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 		$2.45M Buy
6,582
+357
+6% +$147K 0.25% 40
2025
Q4 		$2.8M Buy
6,225
+1,384
+29% +$614K 0.28% 30
2025
Q3 		$2.15M Buy
4,841
+1,504
+45% +$522K 0.22% 37
2025
Q2 		$1.06M Sell
3,337
-46
-1% -$13.9K 0.12% 57
2025
Q1 		$877K Buy
+3,383
New +$1.13M 0.11% 60

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

Strategies Wealth Advisors's TSLA Position: Q1 2026 in Review

Strategies Wealth Advisors increased its Tesla (TSLA) stake by 5.7% in Q1 2026, buying an estimated $147K and bringing the position to 6,582 shares worth $2.45M. The position accounts for 0.25% of the portfolio, ranked #40.

Strategies Wealth Advisors first reported a position in TSLA in Q1 2025 and has held it in 5 quarters since. The position peaked at $2.8M in Q4 2025. 4,177 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

  • Strategies Wealth Advisors held 6,582 shares of Tesla worth $2.45M as of Q1 2026.
  • Strategies Wealth Advisors bought 357 Tesla shares in Q1 2026, an estimated $147K.
  • Tesla made up 0.25% of Strategies Wealth Advisors's portfolio in Q1 2026, its #40 holding.
  • Strategies Wealth Advisors first reported a position in Tesla in Q1 2025 and has held it in 5 quarters since.
  • Strategies Wealth Advisors's Tesla position peaked at $2.8M in Q4 2025.
  • 4,177 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Strategies Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.