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UP Strategic Wealth Investment Advisors’s Tesla TSLA Stock Holding History

UP Strategic Wealth Investment 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 		$1.16M Buy
2,808
+2
+0.1% +$824 0.73% 24
2025
Q4 		$1.15M Sell
2,806
-100
-3% -$44.3K 0.84% 23
2025
Q3 		$1.26M Sell
2,906
-1,063
-27% -$369K 0.95% 18
2025
Q2 		$1.26M Buy
3,969
+797
+25% +$240K 0.98% 17
2025
Q1 		$822K Buy
3,172
+362
+13% +$121K 0.73% 25
2024
Q4 		$1.13M Buy
2,810
+272
+11% +$87.5K 1.13% 15
2024
Q3 		$664K Buy
+2,538
New +$579K 0.74% 26

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

UP Strategic Wealth Investment Advisors's TSLA Position: Q1 2026 in Review

UP Strategic Wealth Investment Advisors increased its Tesla (TSLA) stake by 0.07% in Q1 2026, buying an estimated $824 and bringing the position to 2,808 shares worth $1.16M. The position accounts for 0.73% of the portfolio, ranked #24.

UP Strategic Wealth Investment Advisors first reported a position in TSLA in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.26M in Q3 2025. 4,177 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

  • UP Strategic Wealth Investment Advisors held 2,808 shares of Tesla worth $1.16M as of Q1 2026.
  • UP Strategic Wealth Investment Advisors bought 2 Tesla shares in Q1 2026, an estimated $824.
  • Tesla made up 0.73% of UP Strategic Wealth Investment Advisors's portfolio in Q1 2026, its #24 holding.
  • UP Strategic Wealth Investment Advisors first reported a position in Tesla in Q3 2024 and has held it in 7 quarters since.
  • UP Strategic Wealth Investment Advisors's Tesla position peaked at $1.26M in Q3 2025.
  • 4,177 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on UP Strategic Wealth Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.