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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
Q3 		$1.14M Sell
3,215
-49
-2% -$17.5K 0.26% 52
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% -$9.8K 0.4% 38
2025
Q3 		$1.32M Buy
2,975
+27
+0.9% +$9.36K 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 $103B AUM 40.17% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Hyperion Asset Management
Hyperion Asset Management Brisbane, Australia $3.66B AUM 10.02% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Sloy Dahl & Holst
Sloy Dahl & Holst Vancouver, Washington $693M AUM 4.8% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
NAH
Neumann Advisory (HK) Central, Hong Kong $314M AUM 9.99% 1-Year Est. Return
Zevenbergen Capital Investments
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return

Intergy Private Wealth's TSLA Position: Q3 2026 in Review

Intergy Private Wealth reduced its Tesla (TSLA) stake by 1.5% in Q3 2026, selling an estimated $17.5K and leaving 3,215 shares worth $1.14M. The position accounts for 0.26% of the portfolio, ranked #52.

Intergy Private Wealth first reported a position in TSLA in Q4 2021 and has held it in 17 quarters since. The position peaked at $1.37M in Q2 2026. 1,055 funds tracked by Wall St. Rank hold TSLA as of Q3 2026.

  • Intergy Private Wealth held 3,215 shares of Tesla worth $1.14M as of Q3 2026.
  • Intergy Private Wealth sold 49 Tesla shares in Q3 2026, an estimated $17.5K.
  • Tesla made up 0.26% of Intergy Private Wealth's portfolio in Q3 2026, its #52 holding.
  • Intergy Private Wealth first reported a position in Tesla in Q4 2021 and has held it in 17 quarters since.
  • Intergy Private Wealth's Tesla position peaked at $1.37M in Q2 2026.
  • 1,055 funds tracked by Wall St. Rank held Tesla as of Q3 2026.

Based on Intergy Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.