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 Q3	$279K	Buy	785 +18	+2%	+$6.44K	0.07%	82
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

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

NAH

Neumann Advisory (HK) Central, Hong Kong $314M AUM 9.99% 1-Year Est. Return

ZCI

Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

Systrade Vaduz, Liechtenstein $197M AUM 31.1% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Cypress Financial Planning's TSLA Position: Q3 2026 in Review

Cypress Financial Planning increased its Tesla (TSLA) stake by 2.3% in Q3 2026, buying an estimated $6.44K and bringing the position to 785 shares worth $279K. The position accounts for 0.07% of the portfolio, ranked #82.

Cypress Financial Planning first reported a position in TSLA in Q4 2024 and has held it in 8 quarters since. The position peaked at $332K in Q4 2025. 230 funds tracked by Wall St. Rank hold TSLA as of Q3 2026.

Cypress Financial Planning held 785 shares of Tesla worth $279K as of Q3 2026.
Cypress Financial Planning bought 18 Tesla shares in Q3 2026, an estimated $6.44K.
Tesla made up 0.07% of Cypress Financial Planning's portfolio in Q3 2026, its #82 holding.
Cypress Financial Planning first reported a position in Tesla in Q4 2024 and has held it in 8 quarters since.
Cypress Financial Planning's Tesla position peaked at $332K in Q4 2025.
230 funds tracked by Wall St. Rank held Tesla as of Q3 2026.

Based on Cypress Financial Planning's 13F filing for Q3 2026, filed 9 Oct 2026.