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Synergy Investment Management’s Tesla TSLA Stock Holding History

Synergy Investment Management’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 		$676K Buy
1,796
+559
+45% +$222K 0.16% 78
2026
Q1 		$460K Buy
1,237
+90
+8% +$37.1K 0.15% 83
2025
Q4 		$516K Buy
1,147
+49
+4% +$21.7K 0.18% 74
2025
Q3 		$488K Sell
1,098
-56
-5% -$19.4K 0.19% 72
2025
Q2 		$367K Sell
1,154
-19
-2% -$5.72K 0.22% 56
2025
Q1 		$304K Sell
1,173
-79
-6% -$26.3K 0.13% 96
2024
Q4 		$506K Buy
+1,252
New +$403K 0.22% 70

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 Investment Management's TSLA Position: Q2 2026 in Review

Synergy Investment Management increased its Tesla (TSLA) stake by 45% in Q2 2026, buying an estimated $222K and bringing the position to 1,796 shares worth $676K. The position accounts for 0.16% of the portfolio, ranked #78.

Synergy Investment Management first reported a position in TSLA in Q4 2024 and has held it in 7 quarters since. 4,286 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Synergy Investment Management held 1,796 shares of Tesla worth $676K as of Q2 2026.
  • Synergy Investment Management bought 559 Tesla shares in Q2 2026, an estimated $222K.
  • Tesla made up 0.16% of Synergy Investment Management's portfolio in Q2 2026, its #78 holding.
  • Synergy Investment Management first reported a position in Tesla in Q4 2024 and has held it in 7 quarters since.
  • 4,286 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.