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
2020
Q4
Sell
-15,981
Closed -$2.29M 488
2020
Q3
$2.29M Buy
+15,981
New +$1.89M 0.59% 41

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. 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.