Cypress Wealth Services’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $6.73M | Buy |
16,005
+392
| +3% | +$156K | 0.83% | 30 |
|
|
2026
Q1 | $5.8M | Buy |
15,613
+171
| +1% | +$70.4K | 0.82% | 32 |
|
|
2025
Q4 | $6.94M | Buy |
15,442
+2,822
| +22% | +$1.25M | 0.96% | 25 |
|
|
2025
Q3 | $5.61M | Buy |
12,620
+19
| +0.2% | +$6.59K | 0.92% | 28 |
|
|
2025
Q2 | $4M | Buy |
12,601
+887
| +8% | +$267K | 0.72% | 33 |
|
|
2025
Q1 | $3.04M | Buy |
11,714
+422
| +4% | +$141K | 0.62% | 35 |
|
|
2024
Q4 | $4.56M | Buy |
11,292
+427
| +4% | +$137K | 0.92% | 28 |
|
|
2024
Q3 | $2.84M | Buy |
10,865
+474
| +5% | +$108K | 0.59% | 36 |
|
|
2024
Q2 | $2.06M | Buy |
10,391
+98
| +1% | +$17.1K | 0.46% | 50 |
|
|
2024
Q1 | $1.81M | Buy |
10,293
+184
| +2% | +$35.9K | 0.42% | 55 |
|
|
2023
Q4 | $2.51M | Sell |
10,109
-648
| -6% | -$154K | 0.63% | 38 |
|
|
2023
Q3 | $2.69M | Buy |
10,757
+8
| +0.1% | +$2.06K | 0.75% | 34 |
|
|
2023
Q2 | $3.12M | Sell |
10,749
-175
| -2% | -$35K | 0.82% | 28 |
|
|
2023
Q1 | $2.27M | Sell |
10,924
-42
| -0.4% | -$7.33K | 0.66% | 37 |
|
|
2022
Q4 | $1.35M | Buy |
10,966
+520
| +5% | +$98.5K | 0.43% | 59 |
|
|
2022
Q3 | $2.33M | Sell |
10,446
-114
| -1% | -$31.8K | 0.79% | 27 |
|
|
2022
Q2 | $2.37M | Buy |
10,560
+150
| +1% | +$40.9K | 0.76% | 31 |
|
|
2022
Q1 | $3.74M | Buy |
10,410
+6
| +0.1% | +$1.87K | 1.02% | 23 |
|
|
2021
Q4 | $3.67M | Buy |
10,404
+351
| +3% | +$118K | 1% | 27 |
|
|
2021
Q3 | $2.6M | Sell |
10,053
-4,899
| -33% | -$1.15M | 0.78% | 35 |
|
|
2021
Q2 | $3.39M | Sell |
14,952
-312
| -2% | -$67.7K | 0.93% | 30 |
|
|
2021
Q1 | $3.4M | Buy |
15,264
+90
| +0.6% | +$22.6K | 0.71% | 35 |
|
|
2020
Q4 | $3.57M | Buy |
+15,174
| New | +$2.59M | 0.8% | 33 |
|
|
2020
Q3 | – | Sell |
-15,075
| Closed | -$1.78M | – | 475 |
|
|
2020
Q2 | $1.08M | Sell |
15,075
-4,890
| -24% | -$265K | 0.26% | 89 |
|
|
2020
Q1 | $697K | Buy |
19,965
+7,095
| +55% | +$294K | 0.21% | 105 |
|
|
2019
Q4 | $359K | Buy |
12,870
+300
| +2% | +$6.51K | 0.09% | 170 |
|
|
2019
Q3 | $202K | Sell |
12,570
-7,650
| -38% | -$120K | 0.06% | 238 |
|
|
2019
Q2 | $301K | Buy |
20,220
+10,980
| +119% | +$171K | 0.09% | 190 |
|
|
2019
Q1 | $172K | Sell |
9,240
-1,200
| -11% | -$24.1K | 0.05% | 249 |
|
|
2018
Q4 | $232K | Buy |
+10,440
| New | +$225K | 0.09% | 180 |
|
|
2018
Q3 | – | Sell |
-12,810
| Closed | -$293K | – | 235 |
|
|
2018
Q2 | $293K | Buy |
+12,810
| New | +$260K | 0.11% | 164 |
|
|
2018
Q1 | – | Sell |
-11,670
| Closed | -$242K | – | 208 |
|
|
2017
Q4 | $242K | Buy |
+11,670
| New | +$254K | 0.1% | 173 |
|
Other funds holding TSLA
Cypress Wealth Services's TSLA Position: Q2 2026 in Review
Cypress Wealth Services increased its Tesla (TSLA) stake by 2.5% in Q2 2026, buying an estimated $156K and bringing the position to 16,005 shares worth $6.73M. The position accounts for 0.83% of the portfolio, ranked #30.
Cypress Wealth Services first reported a position in TSLA in Q4 2017 and has held it in 32 quarters since. The position peaked at $6.94M in Q4 2025. 4,272 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.
- Cypress Wealth Services held 16,005 shares of Tesla worth $6.73M as of Q2 2026.
- Cypress Wealth Services bought 392 Tesla shares in Q2 2026, an estimated $156K.
- Tesla made up 0.83% of Cypress Wealth Services's portfolio in Q2 2026, its #30 holding.
- Cypress Wealth Services first reported a position in Tesla in Q4 2017 and has held it in 32 quarters since.
- Cypress Wealth Services's Tesla position peaked at $6.94M in Q4 2025.
- 4,272 funds tracked by Wall St. Rank held Tesla as of Q2 2026.
Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.