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Unique Wealth Strategies’s Tesla TSLA Stock Holding History

Unique Wealth Strategies’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
2025
Q4 		– Sell
-1,000
Closed -$445K – 266
2025
Q3 		$445K Buy
+1,000
New +$347K 0.17% 170

Other funds holding TSLA

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
HAM
Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
NAH
Neumann Advisory (HK) Central, Hong Kong $356M AUM 37.48% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

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.