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. 1,453 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.
  • 1,453 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.