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Financial Synergies Wealth Advisors’s Tesla TSLA Stock Holding History

Financial Synergies Wealth Advisors’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 		$1.25M Buy
2,978
+1,727
+138% +$687K 0.11% 61
2026
Q1 		$465K Buy
1,251
+87
+7% +$35.8K 0.04% 85
2025
Q4 		$523K Buy
1,164
+221
+23% +$98K 0.05% 74
2025
Q3 		$419K Sell
943
-436
-32% -$151K 0.04% 70
2025
Q2 		$438K Buy
1,379
+144
+12% +$43.4K 0.05% 68
2025
Q1 		$320K Buy
1,235
+613
+99% +$204K 0.04% 66
2024
Q4 		$251K Buy
+622
New +$200K 0.03% 66
2024
Q2 		– Sell
-1,961
Closed -$345K – 436
2024
Q1 		$345K Buy
1,961
+49
+3% +$9.57K 0.05% 61
2023
Q4 		$236K Buy
1,912
+56
+3% +$13.3K 0.04% 63
2023
Q3 		$465K Sell
1,856
-30
-2% -$7.71K 0.07% 53
2023
Q2 		$494K Sell
1,886
-897
-32% -$179K 0.07% 52
2023
Q1 		$577K Buy
2,783
+871
+46% +$152K 0.08% 47
2022
Q4 		$236K Buy
1,912
+205
+12% +$38.8K 0.04% 63
2022
Q3 		$453K Buy
1,707
+48
+3% +$13.4K 0.08% 51
2022
Q2 		$373K Buy
+1,659
New +$453K 0.06% 54

Other funds holding TSLA

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
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
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
NAH
Neumann Advisory (HK) Central, Hong Kong $356M AUM 37.48% 1-Year Est. Return

Financial Synergies Wealth Advisors's TSLA Position: Q2 2026 in Review

Financial Synergies Wealth Advisors increased its Tesla (TSLA) stake by 138% in Q2 2026, buying an estimated $687K and bringing the position to 2,978 shares worth $1.25M. The position accounts for 0.11% of the portfolio, ranked #61.

Financial Synergies Wealth Advisors first reported a position in TSLA in Q2 2022 and has held it in 15 quarters since. 1,606 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Financial Synergies Wealth Advisors held 2,978 shares of Tesla worth $1.25M as of Q2 2026.
  • Financial Synergies Wealth Advisors bought 1,727 Tesla shares in Q2 2026, an estimated $687K.
  • Tesla made up 0.11% of Financial Synergies Wealth Advisors's portfolio in Q2 2026, its #61 holding.
  • Financial Synergies Wealth Advisors first reported a position in Tesla in Q2 2022 and has held it in 15 quarters since.
  • 1,606 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.