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Intergy Private Wealth’s Tesla TSLA Stock Holding History

Intergy Private Wealth’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 		$1.37M Buy
3,264
+94
+3% +$37.4K 0.32% 46
2026
Q1 		$1.18M Buy
3,170
+217
+7% +$89.4K 0.35% 44
2025
Q4 		$1.33M Sell
2,953
-22
-0.7% -$9.75K 0.4% 38
2025
Q3 		$1.32M Buy
2,975
+27
+0.9% +$9.37K 0.41% 36
2025
Q2 		$936K Buy
2,948
+375
+15% +$113K 0.32% 46
2025
Q1 		$667K Buy
2,573
+518
+25% +$173K 0.25% 56
2024
Q4 		$830K Buy
2,055
+290
+16% +$93.3K 0.31% 50
2024
Q3 		$462K Buy
1,765
+238
+16% +$54.3K 0.18% 62
2024
Q2 		$302K Buy
1,527
+130
+9% +$22.7K 0.12% 69
2024
Q1 		$246K Buy
1,397
+168
+14% +$32.8K 0.1% 75
2023
Q4 		$305K Sell
1,229
-68
-5% -$16.2K 0.13% 64
2023
Q3 		$325K Buy
1,297
+227
+21% +$58.3K 0.16% 59
2023
Q2 		$280K Buy
1,070
+45
+4% +$9K 0.14% 63
2023
Q1 		$213K Buy
+1,025
New +$179K 0.12% 65
2022
Q2 		– Sell
-1,056
Closed -$379K – 68
2022
Q1 		$379K Buy
1,056
+60
+6% +$18.7K 0.26% 39
2021
Q4 		$351K Buy
+996
New +$334K 0.27% 40

Other funds holding TSLA

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Intergy Private Wealth's TSLA Position: Q2 2026 in Review

Intergy Private Wealth increased its Tesla (TSLA) stake by 3% in Q2 2026, buying an estimated $37.4K and bringing the position to 3,264 shares worth $1.37M. The position accounts for 0.32% of the portfolio, ranked #46.

Intergy Private Wealth first reported a position in TSLA in Q4 2021 and has held it in 16 quarters since. 1,005 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Intergy Private Wealth held 3,264 shares of Tesla worth $1.37M as of Q2 2026.
  • Intergy Private Wealth bought 94 Tesla shares in Q2 2026, an estimated $37.4K.
  • Tesla made up 0.32% of Intergy Private Wealth's portfolio in Q2 2026, its #46 holding.
  • Intergy Private Wealth first reported a position in Tesla in Q4 2021 and has held it in 16 quarters since.
  • 1,005 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Intergy Private Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.