Unique Wealth Strategies’s Tesla TSLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.65M Sell
3,934
-233
-6% -$92.7K 0.6% 32
2026
Q1
$1.55M Buy
4,167
+37
+0.9% +$15.2K 0.63% 32
2025
Q4
$1.86M Buy
4,130
+32
+0.8% +$14.2K 0.72% 29
2025
Q3
$1.82M Sell
4,098
-1,563
-28% -$542K 0.71% 28
2025
Q2
$1.8M Sell
5,661
-1,671
-23% -$503K 0.75% 27
2025
Q1
$1.9M Buy
7,332
+491
+7% +$164K 0.86% 28
2024
Q4
$2.76M Buy
6,841
+1
+0% +$322 1.2% 19
2024
Q3
$1.79M Sell
6,840
-822
-11% -$187K 0.75% 31
2024
Q2
$1.35M Hold
7,662
0.63% 34
2024
Q1
$1.35M Buy
7,662
+2,682
+54% +$524K 0.66% 34
2023
Q4
$1.24M Buy
+4,980
New +$1.18M 0.83% 29

Other funds holding TSLA

Unique Wealth Strategies's TSLA Position: Q2 2026 in Review

Unique Wealth Strategies reduced its Tesla (TSLA) stake by 5.6% in Q2 2026, selling an estimated $92.7K and leaving 3,934 shares worth $1.65M. The position accounts for 0.6% of the portfolio, ranked #32.

Unique Wealth Strategies first reported a position in TSLA in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.76M in Q4 2024. 781 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Unique Wealth Strategies held 3,934 shares of Tesla worth $1.65M as of Q2 2026.
  • Unique Wealth Strategies sold 233 Tesla shares in Q2 2026, an estimated $92.7K.
  • Tesla made up 0.6% of Unique Wealth Strategies's portfolio in Q2 2026, its #32 holding.
  • Unique Wealth Strategies first reported a position in Tesla in Q4 2023 and has held it in 11 quarters since.
  • Unique Wealth Strategies's Tesla position peaked at $2.76M in Q4 2024.
  • 781 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Unique Wealth Strategies's 13F filing for Q2 2026, filed 15 Jul 2026.