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Synergy Financial Group’s Tesla TSLA Stock Holding History

Synergy 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 		$3.64M Sell
8,666
-1,803
-17% -$717K 2.62% 12
2026
Q1 		$3.89M Sell
10,469
-2,629
-20% -$1.08M 2.92% 9
2025
Q4 		$5.89M Sell
13,098
-290
-2% -$129K 4.14% 7
2025
Q3 		$5.95M Buy
13,388
+245
+2% +$85K 4.01% 5
2025
Q2 		$4.18M Buy
13,143
+1,201
+10% +$362K 3.07% 9
2025
Q1 		$3.09M Buy
11,942
+3,568
+43% +$1.19M 2.78% 9
2024
Q4 		$3.38M Buy
8,374
+64
+0.8% +$20.6K 2.82% 11
2024
Q3 		$2.17M Buy
8,310
+1,406
+20% +$321K 2.06% 12
2024
Q2 		$1.37M Buy
6,904
+723
+12% +$126K 1.43% 16
2024
Q1 		$1.09M Sell
6,181
-44
-0.7% -$8.6K 1.22% 18
2023
Q4 		$1.55M Sell
6,225
-181
-3% -$43K 1.9% 14
2023
Q3 		$1.6M Sell
6,406
-26
-0.4% -$6.68K 2.24% 12
2023
Q2 		$1.68M Buy
6,432
+438
+7% +$87.6K 2.27% 13
2023
Q1 		$1.24M Sell
5,994
-165
-3% -$28.8K 2.02% 13
2022
Q4 		$759K Sell
6,159
-882
-13% -$167K 1.5% 19
2022
Q3 		$1.87M Buy
7,041
+255
+4% +$71.2K 2.8% 6
2022
Q2 		$1.52M Buy
6,786
+81
+1% +$22.1K 2.39% 9
2022
Q1 		$2.41M Buy
6,705
+726
+12% +$226K 2.53% 8
2021
Q4 		$2.11M Buy
+5,979
New +$2.01M 1.89% 13

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

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

Synergy Financial Group reduced its Tesla (TSLA) stake by 17% in Q2 2026, selling an estimated $717K and leaving 8,666 shares worth $3.64M. The position accounts for 2.62% of the portfolio, ranked #12.

Synergy Financial Group first reported a position in TSLA in Q4 2021 and has held it in 19 quarters since. The position peaked at $5.95M in Q3 2025. 4,273 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Synergy Financial Group held 8,666 shares of Tesla worth $3.64M as of Q2 2026.
  • Synergy Financial Group sold 1,803 Tesla shares in Q2 2026, an estimated $717K.
  • Tesla made up 2.62% of Synergy Financial Group's portfolio in Q2 2026, its #12 holding.
  • Synergy Financial Group first reported a position in Tesla in Q4 2021 and has held it in 19 quarters since.
  • Synergy Financial Group's Tesla position peaked at $5.95M in Q3 2025.
  • 4,273 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Synergy Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.