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Confluence Wealth Services’s Tesla TSLA Stock Holding History

Confluence Wealth Services’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
Q2 		$3.61M Buy
8,578
+4,206
+96% +$1.67M 0.1% 97
2026
Q1 		$1.63M Sell
4,372
-39
-0.9% -$16.1K 0.06% 140
2025
Q4 		$1.98M Sell
4,411
-712
-14% -$316K 0.08% 108
2025
Q3 		$2.28M Buy
5,123
+211
+4% +$73.2K 0.11% 91
2025
Q2 		$1.56M Sell
4,912
-6
-0.1% -$1.81K 0.09% 111
2025
Q1 		$1.23M Sell
4,918
-434
-8% -$145K 0.08% 128
2024
Q4 		$2.21M Buy
5,352
+14
+0.3% +$4.5K 0.14% 76
2024
Q3 		$1.4M Sell
5,338
-5,397
-50% -$1.23M 0.1% 105
2024
Q2 		$2.12M Buy
10,735
+1,085
+11% +$190K 0.17% 72
2024
Q1 		$1.7M Buy
9,650
+226
+2% +$44.2K 0.15% 78
2023
Q4 		$2.34M Buy
9,424
+334
+4% +$79.4K 0.26% 57
2023
Q3 		$2.27M Buy
9,090
+5
+0.1% +$1.28K 0.45% 40
2023
Q2 		$2.38M Sell
9,085
-26
-0.3% -$5.2K 0.5% 37
2023
Q1 		$1.89M Buy
9,111
+181
+2% +$31.6K 0.44% 46
2022
Q4 		$1.1M Buy
8,930
+5,484
+159% +$1.04M 0.29% 73
2022
Q3 		$914K Sell
3,446
-5,347
-61% -$1.49M 0.39% 77
2022
Q2 		$2.52M Buy
8,793
+3,579
+69% +$977K 1.11% 15
2022
Q1 		$1.87M Sell
5,214
-21
-0.4% -$6.54K 0.68% 34
2021
Q4 		$1.84M Buy
+5,235
New +$1.76M 0.59% 34

Other funds holding TSLA

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Confluence Wealth Services's TSLA Position: Q2 2026 in Review

Confluence Wealth Services increased its Tesla (TSLA) stake by 96% in Q2 2026, buying an estimated $1.67M and bringing the position to 8,578 shares worth $3.61M. The position accounts for 0.1% of the portfolio, ranked #97.

Confluence Wealth Services first reported a position in TSLA in Q4 2021 and has held it in 19 quarters since. 1,453 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Confluence Wealth Services held 8,578 shares of Tesla worth $3.61M as of Q2 2026.
  • Confluence Wealth Services bought 4,206 Tesla shares in Q2 2026, an estimated $1.67M.
  • Tesla made up 0.1% of Confluence Wealth Services's portfolio in Q2 2026, its #97 holding.
  • Confluence Wealth Services first reported a position in Tesla in Q4 2021 and has held it in 19 quarters since.
  • 1,453 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Confluence Wealth Services's 13F filing for Q2 2026, filed 22 Jul 2026.