SWA
TSLA icon

Stratos Wealth Advisors’s Tesla TSLA Stock Holding History

Stratos 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 		$2.87M Sell
7,728
-24
-0.3% -$9.89K 0.18% 122
2025
Q4 		$3.49M Buy
7,752
+457
+6% +$203K 0.17% 133
2025
Q3 		$3.24M Sell
7,295
-608
-8% -$211K 0.16% 140
2025
Q2 		$2.51M Sell
7,903
-41
-0.5% -$12.4K 0.13% 161
2025
Q1 		$2.06M Sell
7,944
-1,173
-13% -$391K 0.11% 175
2024
Q4 		$3.68M Buy
9,117
+451
+5% +$145K 0.18% 132
2024
Q3 		$2.27M Buy
8,666
+372
+4% +$84.8K 0.1% 214
2024
Q2 		$1.64M Sell
8,294
-818
-9% -$143K 0.08% 240
2024
Q1 		$1.6M Sell
9,112
-1,516
-14% -$296K 0.09% 233
2023
Q4 		$2.64M Sell
10,628
-377
-3% -$89.6K 0.15% 180
2023
Q3 		$2.75M Buy
11,005
+448
+4% +$115K 0.18% 149
2023
Q2 		$2.76M Sell
10,557
-356
-3% -$71.2K 0.2% 142
2023
Q1 		$2.26M Buy
10,913
+2,174
+25% +$379K 0.17% 164
2022
Q4 		$1.08M Sell
8,739
-1,114
-11% -$211K 0.09% 272
2022
Q3 		$2.61M Buy
9,853
+2,905
+42% +$811K 0.27% 106
2022
Q2 		$1.56M Sell
6,948
-1,344
-16% -$367K 0.14% 191
2022
Q1 		$2.98M Sell
8,292
-17,463
-68% -$5.44M 0.24% 114
2021
Q4 		$9.07M Sell
25,755
-891
-3% -$299K 0.65% 25
2021
Q3 		$6.89M Buy
26,646
+18,267
+218% +$4.3M 0.59% 36
2021
Q2 		$1.9M Buy
8,379
+627
+8% +$136K 0.17% 162
2021
Q1 		$1.73M Sell
7,752
-201
-3% -$50.5K 0.18% 154
2020
Q4 		$1.87M Buy
7,953
+3,237
+69% +$552K 0.26% 94
2020
Q3 		$674K Buy
+4,716
New +$557K 0.16% 145
2019
Q4 		– Sell
-13,620
Closed -$219K – 230
2019
Q3 		$219K Hold
13,620
– – 0.08% 232
2019
Q2 		$203K Sell
13,620
-4,050
-23% -$63K 0.08% 226
2019
Q1 		$330K Sell
17,670
-4,905
-22% -$98.5K 0.18% 146
2018
Q4 		$501K Buy
+22,575
New +$486K 0.33% 88

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

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

Stratos Wealth Advisors reduced its Tesla (TSLA) stake by 0.31% in Q1 2026, selling an estimated $9.89K and leaving 7,728 shares worth $2.87M. The position accounts for 0.18% of the portfolio, ranked #122.

Stratos Wealth Advisors first reported a position in TSLA in Q4 2018 and has held it in 27 quarters since. The position peaked at $9.07M in Q4 2021. 4,174 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

  • Stratos Wealth Advisors held 7,728 shares of Tesla worth $2.87M as of Q1 2026.
  • Stratos Wealth Advisors sold 24 Tesla shares in Q1 2026, an estimated $9.89K.
  • Tesla made up 0.18% of Stratos Wealth Advisors's portfolio in Q1 2026, its #122 holding.
  • Stratos Wealth Advisors first reported a position in Tesla in Q4 2018 and has held it in 27 quarters since.
  • Stratos Wealth Advisors's Tesla position peaked at $9.07M in Q4 2021.
  • 4,174 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Stratos Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.