Convergence Financial’s Tesla TSLA Stock Holding History

Convergence Financial’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	$15.8M	Sell	37,572 -19,976	-35%	-$7.94M	1.26%	23
2026 Q1	$21.4M	Buy	57,548 +31,396	+120%	+$12.9M	2.27%	9
2025 Q4	$11.8M	Sell	26,152 -2,988	-10%	-$1.32M	1.72%	17
2025 Q3	$13M	Buy	29,140 +204	+0.7%	+$70.8K	1.95%	14
2025 Q2	$9.19M	Sell	28,936 -4,927	-15%	-$1.48M	1.58%	19
2025 Q1	$8.78M	Buy	33,863 +4,998	+17%	+$1.67M	1.72%	18
2024 Q4	$11.7M	Buy	28,865 +1,701	+6%	+$547K	2.33%	13
2024 Q3	$7.11M	Buy	27,164 +2,173	+9%	+$496K	1.51%	19
2024 Q2	$4.95M	Buy	+24,991	New	+$4.37M	1.31%	20
2024 Q1	–	Sell	-9,415	Closed	-$2.34M	–	53
2023 Q4	$2.34M	Sell	9,415 -2,951	-24%	-$701K	1.04%	16
2023 Q3	$3.09M	Buy	12,366 +6,039	+95%	+$1.55M	1.84%	13
2023 Q2	$1.66M	Buy	+6,327	New	+$1.27M	1.02%	13
2023 Q1	–	Sell	-30,240	Closed	-$3.72M	–	30
2022 Q4	$3.72M	Buy	+30,240	New	+$5.73M	3.3%	8
2022 Q2	–	Sell	-5,493	Closed	-$1.97M	–	25
2022 Q1	$1.97M	Sell	5,493 -576	-9%	-$179K	2.12%	7
2021 Q4	$2.14M	Buy	+6,069	New	+$2.04M	2.22%	8

Other funds holding TSLA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Convergence Financial's TSLA Position: Q2 2026 in Review

Convergence Financial reduced its Tesla (TSLA) stake by 35% in Q2 2026, selling an estimated $7.94M and leaving 37,572 shares worth $15.8M. The position accounts for 1.26% of the portfolio, ranked #23.

Convergence Financial first reported a position in TSLA in Q4 2021 and has held it in 15 quarters since. The position peaked at $21.4M in Q1 2026. 4,272 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

Convergence Financial held 37,572 shares of Tesla worth $15.8M as of Q2 2026.
Convergence Financial sold 19,976 Tesla shares in Q2 2026, an estimated $7.94M.
Tesla made up 1.26% of Convergence Financial's portfolio in Q2 2026, its #23 holding.
Convergence Financial first reported a position in Tesla in Q4 2021 and has held it in 15 quarters since.
Convergence Financial's Tesla position peaked at $21.4M in Q1 2026.
4,272 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Convergence Financial's 13F filing for Q2 2026, filed 5 Aug 2026.