United Asset 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 | $5.66M | Buy |
13,448
+204
| +2% | +$81.1K | 0.4% | 60 |
|
|
2026
Q1 | $4.92M | Sell |
13,244
-113
| -0.8% | -$46.6K | 0.39% | 61 |
|
|
2025
Q4 | $6.01M | Buy |
13,357
+406
| +3% | +$180K | 0.46% | 53 |
|
|
2025
Q3 | $5.76M | Sell |
12,951
-417
| -3% | -$145K | 0.46% | 55 |
|
|
2025
Q2 | $4.25M | Sell |
13,368
-343
| -3% | -$103K | 0.36% | 63 |
|
|
2025
Q1 | $3.55M | Buy |
13,711
+2,257
| +20% | +$752K | 0.33% | 68 |
|
|
2024
Q4 | $4.63M | Sell |
11,454
-115
| -1% | -$37K | 0.42% | 58 |
|
|
2024
Q3 | $3.03M | Buy |
11,569
+3,539
| +44% | +$807K | 0.28% | 72 |
|
|
2024
Q2 | $1.59M | Sell |
8,030
-1,824
| -19% | -$319K | 0.16% | 117 |
|
|
2024
Q1 | $1.73M | Buy |
9,854
+63
| +0.6% | +$12.3K | 0.17% | 106 |
|
|
2023
Q4 | $2.43M | Sell |
9,791
-835
| -8% | -$198K | 0.27% | 74 |
|
|
2023
Q3 | $2.66M | Buy |
10,626
+301
| +3% | +$77.3K | 0.34% | 71 |
|
|
2023
Q2 | $2.7M | Buy |
10,325
+1,392
| +16% | +$278K | 0.34% | 66 |
|
|
2023
Q1 | $1.85M | Sell |
8,933
-330
| -4% | -$57.6K | 0.24% | 87 |
|
|
2022
Q4 | $1.14M | Buy |
9,263
+232
| +3% | +$43.9K | 0.16% | 121 |
|
|
2022
Q3 | $2.4M | Buy |
9,031
+739
| +9% | +$206K | 0.37% | 65 |
|
|
2022
Q2 | $1.86M | Buy |
8,292
+9
| +0.1% | +$2.46K | 0.27% | 77 |
|
|
2022
Q1 | $2.98M | Buy |
8,283
+264
| +3% | +$82.2K | 0.38% | 66 |
|
|
2021
Q4 | $2.83M | Sell |
8,019
-552
| -6% | -$185K | 0.34% | 68 |
|
|
2021
Q3 | $2.22M | Sell |
8,571
-57
| -0.7% | -$13.4K | 0.29% | 69 |
|
|
2021
Q2 | $1.96M | Buy |
8,628
+216
| +3% | +$46.9K | 0.26% | 74 |
|
|
2021
Q1 | $1.87M | Buy |
8,412
+498
| +6% | +$125K | 0.27% | 74 |
|
|
2020
Q4 | $1.86M | Sell |
7,914
-186
| -2% | -$31.7K | 0.29% | 72 |
|
|
2020
Q3 | $1.16M | Buy |
8,100
+75
| +0.9% | +$8.86K | 0.21% | 86 |
|
|
2020
Q2 | $578K | Sell |
8,025
-1,710
| -18% | -$92.5K | 0.11% | 118 |
|
|
2020
Q1 | $340K | Buy |
+9,735
| New | +$404K | 0.08% | 141 |
|
|
2019
Q4 | – | Sell |
-12,750
| Closed | -$205K | – | 215 |
|
|
2019
Q3 | $205K | Buy |
+12,750
| New | +$200K | 0.04% | 170 |
|
|
2019
Q1 | – | Sell |
-10,650
| Closed | -$236K | – | 212 |
|
|
2018
Q4 | $236K | Buy |
+10,650
| New | +$229K | 0.06% | 169 |
|
|
2018
Q2 | – | Sell |
-14,850
| Closed | -$263K | – | 209 |
|
|
2018
Q1 | $263K | Buy |
+14,850
| New | +$327K | 0.08% | 170 |
|
Other funds holding TSLA
United Asset Strategies's TSLA Position: Q2 2026 in Review
United Asset Strategies increased its Tesla (TSLA) stake by 1.5% in Q2 2026, buying an estimated $81.1K and bringing the position to 13,448 shares worth $5.66M. The position accounts for 0.4% of the portfolio, ranked #60.
United Asset Strategies first reported a position in TSLA in Q1 2018 and has held it in 29 quarters since. The position peaked at $6.01M in Q4 2025. 4,317 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.
- United Asset Strategies held 13,448 shares of Tesla worth $5.66M as of Q2 2026.
- United Asset Strategies bought 204 Tesla shares in Q2 2026, an estimated $81.1K.
- Tesla made up 0.4% of United Asset Strategies's portfolio in Q2 2026, its #60 holding.
- United Asset Strategies first reported a position in Tesla in Q1 2018 and has held it in 29 quarters since.
- United Asset Strategies's Tesla position peaked at $6.01M in Q4 2025.
- 4,317 funds tracked by Wall St. Rank held Tesla as of Q2 2026.
Based on United Asset Strategies's 13F filing for Q2 2026, filed 13 Jul 2026.