Omega Financial Group’s Tesla TSLA Stock Holding History

Omega Financial Group’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	$776K	Sell	1,846 -176	-9%	-$70K	0.24%	54
2026 Q1	$752K	Buy	2,022 +67	+3%	+$27.6K	0.24%	55
2025 Q4	$879K	Buy	1,955 +105	+6%	+$46.5K	0.29%	55
2025 Q3	$823K	Buy	1,850 +36	+2%	+$12.5K	0.27%	55
2025 Q2	$576K	Buy	1,814 +289	+19%	+$87.1K	0.21%	61
2025 Q1	$395K	Buy	1,525 +596	+64%	+$199K	0.15%	65
2024 Q4	$375K	Buy	+929	New	+$299K	0.14%	66
2024 Q1	–	Sell	-1,090	Closed	-$271K	–	82
2023 Q4	$271K	Buy	1,090 +192	+21%	+$45.6K	0.12%	73
2023 Q3	$225K	Hold	898	–	–	0.11%	77
2023 Q2	$235K	Sell	898 -91	-9%	-$18.2K	0.11%	79
2023 Q1	$205K	Buy	+989	New	+$173K	0.09%	82
2022 Q3	–	Sell	-1,020	Closed	-$229K	–	81
2022 Q2	$229K	Buy	1,020 +51	+5%	+$13.9K	0.11%	78
2022 Q1	$348K	Hold	969	–	–	0.15%	61
2021 Q4	$341K	Buy	969 +36	+4%	+$12.1K	0.15%	55
2021 Q3	$241K	Hold	933	–	–	0.11%	62
2021 Q2	$211K	Hold	933	–	–	0.1%	61
2021 Q1	$208K	Buy	+933	New	+$234K	0.11%	62

Other funds holding TSLA

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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 Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Omega Financial Group's TSLA Position: Q2 2026 in Review

Omega Financial Group reduced its Tesla (TSLA) stake by 8.7% in Q2 2026, selling an estimated $70K and leaving 1,846 shares worth $776K. The position accounts for 0.24% of the portfolio, ranked #54.

Omega Financial Group first reported a position in TSLA in Q1 2021 and has held it in 17 quarters since. The position peaked at $879K in Q4 2025. 2,101 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

Omega Financial Group held 1,846 shares of Tesla worth $776K as of Q2 2026.
Omega Financial Group sold 176 Tesla shares in Q2 2026, an estimated $70K.
Tesla made up 0.24% of Omega Financial Group's portfolio in Q2 2026, its #54 holding.
Omega Financial Group first reported a position in Tesla in Q1 2021 and has held it in 17 quarters since.
Omega Financial Group's Tesla position peaked at $879K in Q4 2025.
2,101 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Omega Financial Group's 13F filing for Q2 2026, filed 21 Jul 2026.