Cypress Wealth Services’s Tesla TSLA Stock Holding History

Cypress Wealth Services’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
2019 Q4	–	Sell	-1,500	Closed	-$24K	–	265
2019 Q3	$24K	Buy	+1,500	New	+$23.5K	0.01%	254
2019 Q2	–	Sell	-7,500	Closed	-$140K	–	269
2019 Q1	$140K	Buy	7,500 +3,000	+67%	+$60.2K	0.04%	252
2018 Q4	$100K	Buy	+4,500	New	+$96.8K	0.04%	216

Other funds holding TSLA

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 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

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

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

HAM

Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

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. 1,733 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.
1,733 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.