Cypress Financial Planning’s Tesla TSLA Stock Holding History

Cypress Financial Planning’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	$323K	Hold	767	–	–	0.08%	82
2026 Q1	$285K	Buy	767 +37	+5%	+$15.2K	0.08%	82
2025 Q4	$332K	Buy	730 +13	+2%	+$5.76K	0.09%	82
2025 Q3	$319K	Sell	717 -273	-28%	-$94.7K	0.1%	68
2025 Q2	$315K	Buy	990 +160	+19%	+$48.2K	0.1%	67
2025 Q1	$215K	Buy	830 +243	+41%	+$81K	0.08%	76
2024 Q4	$237K	Buy	+587	New	+$189K	0.09%	73

Other funds holding TSLA

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Cypress Financial Planning's TSLA Position: Q2 2026 in Review

Cypress Financial Planning held its Tesla (TSLA) position steady in Q2 2026 at 767 shares worth $323K. The position accounts for 0.08% of the portfolio, ranked #82.

Cypress Financial Planning first reported a position in TSLA in Q4 2024 and has held it in 7 quarters since. The position peaked at $332K in Q4 2025. 2,101 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

Cypress Financial Planning held 767 shares of Tesla worth $323K as of Q2 2026.
Cypress Financial Planning left its Tesla share count unchanged in Q2 2026.
Tesla made up 0.08% of Cypress Financial Planning's portfolio in Q2 2026, its #82 holding.
Cypress Financial Planning first reported a position in Tesla in Q4 2024 and has held it in 7 quarters since.
Cypress Financial Planning's Tesla position peaked at $332K in Q4 2025.
2,101 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Cypress Financial Planning's 13F filing for Q2 2026, filed 9 Jul 2026.