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Cyndeo Wealth Partners’s Tesla TSLA Stock Holding History

Cyndeo Wealth Partners’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 		$10.5M Buy
24,918
+1,621
+7% +$645K 0.49% 65
2026
Q1 		$8.66M Sell
23,297
-190
-0.8% -$78.3K 0.46% 76
2025
Q4 		$10.6M Buy
23,487
+296
+1% +$131K 0.57% 45
2025
Q3 		$10.3M Buy
23,191
+1,744
+8% +$605K 0.57% 43
2025
Q2 		$6.81M Sell
21,447
-2,362
-10% -$712K 0.4% 76
2025
Q1 		$6.17M Buy
23,809
+1,236
+5% +$412K 0.41% 81
2024
Q4 		$9.12M Buy
22,573
+1,728
+8% +$556K 0.62% 44
2024
Q3 		$5.45M Buy
20,845
+5,931
+40% +$1.35M 0.38% 82
2024
Q2 		$2.95M Sell
14,914
-1,848
-11% -$323K 0.23% 124
2024
Q1 		$2.95M Sell
16,762
-7,448
-31% -$1.46M 0.25% 118
2023
Q4 		$6.02M Buy
24,210
+162
+0.7% +$38.5K 0.56% 48
2023
Q3 		$6.02M Buy
24,048
+888
+4% +$228K 0.63% 46
2023
Q2 		$6.06M Buy
23,160
+849
+4% +$170K 0.63% 50
2023
Q1 		$4.63M Buy
22,311
+253
+1% +$44.1K 0.5% 62
2022
Q4 		$2.72M Buy
+22,058
New +$4.18M 0.32% 105

Other funds holding TSLA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cyndeo Wealth Partners's TSLA Position: Q2 2026 in Review

Cyndeo Wealth Partners increased its Tesla (TSLA) stake by 7% in Q2 2026, buying an estimated $645K and bringing the position to 24,918 shares worth $10.5M. The position accounts for 0.49% of the portfolio, ranked #65.

Cyndeo Wealth Partners first reported a position in TSLA in Q4 2022 and has held it in 15 quarters since. The position peaked at $10.6M in Q4 2025. 4,272 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Cyndeo Wealth Partners held 24,918 shares of Tesla worth $10.5M as of Q2 2026.
  • Cyndeo Wealth Partners bought 1,621 Tesla shares in Q2 2026, an estimated $645K.
  • Tesla made up 0.49% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #65 holding.
  • Cyndeo Wealth Partners first reported a position in Tesla in Q4 2022 and has held it in 15 quarters since.
  • Cyndeo Wealth Partners's Tesla position peaked at $10.6M in Q4 2025.
  • 4,272 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.