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Financial Symmetry’s Tesla TSLA Stock Holding History

Financial Symmetry’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 		$820K Buy
1,950
+42
+2% +$16.7K 0.27% 29
2026
Q1 		$728K Sell
1,908
-21
-1% -$8.65K 0.26% 33
2025
Q4 		$868K Sell
1,929
-113
-6% -$50.1K 0.35% 25
2025
Q3 		$908K Sell
2,042
-30
-1% -$10.4K 0.41% 22
2025
Q2 		$658K Buy
2,072
+30
+1% +$9.04K 0.34% 24
2025
Q1 		$529K Buy
2,042
+50
+3% +$16.7K 0.33% 24
2024
Q4 		$804K Hold
1,992
– – 0.55% 21
2024
Q3 		$521K Sell
1,992
-15
-0.7% -$3.42K 0.36% 26
2024
Q2 		$397K Hold
2,007
– – 0.31% 24
2024
Q1 		$353K Hold
2,007
– – 0.31% 25
2023
Q4 		$499K Buy
+2,007
New +$477K 0.49% 20

Other funds holding TSLA

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Common Retirement Fund
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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Robeco Institutional Asset Management
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
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

Financial Symmetry's TSLA Position: Q2 2026 in Review

Financial Symmetry increased its Tesla (TSLA) stake by 2.2% in Q2 2026, buying an estimated $16.7K and bringing the position to 1,950 shares worth $820K. The position accounts for 0.27% of the portfolio, ranked #29.

Financial Symmetry first reported a position in TSLA in Q4 2023 and has held it in 11 quarters since. The position peaked at $908K in Q3 2025. 1,986 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Financial Symmetry held 1,950 shares of Tesla worth $820K as of Q2 2026.
  • Financial Symmetry bought 42 Tesla shares in Q2 2026, an estimated $16.7K.
  • Tesla made up 0.27% of Financial Symmetry's portfolio in Q2 2026, its #29 holding.
  • Financial Symmetry first reported a position in Tesla in Q4 2023 and has held it in 11 quarters since.
  • Financial Symmetry's Tesla position peaked at $908K in Q3 2025.
  • 1,986 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Financial Symmetry's 13F filing for Q2 2026, filed 14 Jul 2026.