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Symphony Financial’s Tesla TSLA Stock Holding History

Symphony Financial’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 		$7.41M Sell
17,879
-24
-0.1% -$9.54K 0.81% 33
2026
Q1 		$6.56M Buy
17,903
+390
+2% +$161K 0.87% 34
2025
Q4 		$7.94M Sell
17,513
-2,856
-14% -$1.27M 1.07% 27
2025
Q3 		$8.99M Sell
20,369
-4,504
-18% -$1.56M 1.09% 26
2025
Q2 		$6.35M Buy
24,873
+18,046
+264% +$5.44M 0.83% 35
2025
Q1 		$1.6M Sell
6,827
-3,639
-35% -$1.21M 0.95% 27
2024
Q4 		$4.43M Buy
10,466
+597
+6% +$192K 0.7% 41
2024
Q3 		$2.47M Sell
9,869
-23
-0.2% -$5.25K 0.41% 61
2024
Q2 		$2.13M Buy
9,892
+5,722
+137% +$1M 0.39% 60
2024
Q1 		$733K Sell
4,170
-5,125
-55% -$1M 0.17% 101
2023
Q4 		$2.12M Buy
9,295
+2,518
+37% +$598K 0.45% 57
2023
Q3 		$1.69M Sell
6,777
-3,989
-37% -$1.02M 0.41% 46
2023
Q2 		$2.84M Buy
10,766
+2,125
+25% +$425K 0.7% 36
2023
Q1 		$1.67M Buy
8,641
+2,616
+43% +$456K 0.43% 53
2022
Q4 		$737K Buy
6,025
+2,910
+93% +$551K 0.2% 103
2022
Q3 		$835K Sell
3,115
-2,861
-48% -$799K 0.27% 84
2022
Q2 		$1.37M Sell
5,976
-6,795
-53% -$1.85M 0.4% 52
2022
Q1 		$4.09M Buy
12,771
+6,165
+93% +$1.92M 0.96% 25
2021
Q4 		$2.61M Buy
6,606
+3,795
+135% +$1.27M 0.72% 31
2021
Q3 		$732K Sell
2,811
-2,064
-42% -$486K 0.26% 69
2021
Q2 		$1.11M Sell
4,875
-4,710
-49% -$1.02M 0.38% 54
2021
Q1 		$2.34M Buy
9,585
+6,657
+227% +$1.67M 0.62% 34
2020
Q4 		$712K Buy
2,928
+627
+27% +$107K 0.26% 67
2020
Q3 		$329K Buy
+2,301
New +$272K 0.13% 101

Other funds holding TSLA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Symphony Financial's TSLA Position: Q2 2026 in Review

Symphony Financial reduced its Tesla (TSLA) stake by 0.13% in Q2 2026, selling an estimated $9.54K and leaving 17,879 shares worth $7.41M. The position accounts for 0.81% of the portfolio, ranked #33.

Symphony Financial first reported a position in TSLA in Q3 2020 and has held it in 24 quarters since. The position peaked at $8.99M in Q3 2025. 4,272 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Symphony Financial held 17,879 shares of Tesla worth $7.41M as of Q2 2026.
  • Symphony Financial sold 24 Tesla shares in Q2 2026, an estimated $9.54K.
  • Tesla made up 0.81% of Symphony Financial's portfolio in Q2 2026, its #33 holding.
  • Symphony Financial first reported a position in Tesla in Q3 2020 and has held it in 24 quarters since.
  • Symphony Financial's Tesla position peaked at $8.99M in Q3 2025.
  • 4,272 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Symphony Financial's 13F filing for Q2 2026, filed 4 Aug 2026.