Symphony Financial Services’s Tesla TSLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$385K Buy
915
+19
+2% +$7.56K 0.17% 65
2026
Q1
$333K Hold
896
0.17% 72
2025
Q4
$403K Sell
896
-6
-0.7% -$2.66K 0.21% 61
2025
Q3
$401K Hold
902
0.22% 57
2025
Q2
$301K Sell
902
-50
-5% -$15.1K 0.18% 60
2025
Q1
$247K Buy
952
+318
+50% +$106K 0.16% 66
2024
Q4
$283K Sell
634
-1,025
-62% -$330K 0.23% 55
2024
Q3
$166K Buy
1,659
+975
+143% +$222K 0.14% 76
2024
Q2
$432K Buy
+684
New +$120K 0.37% 48

Other funds holding TSLA

Symphony Financial Services's TSLA Position: Q2 2026 in Review

Symphony Financial Services increased its Tesla (TSLA) stake by 2.1% in Q2 2026, buying an estimated $7.56K and bringing the position to 915 shares worth $385K. The position accounts for 0.17% of the portfolio, ranked #65.

Symphony Financial Services first reported a position in TSLA in Q2 2024 and has held it in 9 quarters since. The position peaked at $432K in Q2 2024. 2,101 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Symphony Financial Services held 915 shares of Tesla worth $385K as of Q2 2026.
  • Symphony Financial Services bought 19 Tesla shares in Q2 2026, an estimated $7.56K.
  • Tesla made up 0.17% of Symphony Financial Services's portfolio in Q2 2026, its #65 holding.
  • Symphony Financial Services first reported a position in Tesla in Q2 2024 and has held it in 9 quarters since.
  • Symphony Financial Services's Tesla position peaked at $432K in Q2 2024.
  • 2,101 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Symphony Financial Services's 13F filing for Q2 2026, filed 22 Jul 2026.