Trinity Financial Advisors’s Tesla TSLA Stock Holding History

Trinity Financial Advisors’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	$502K	Buy	1,193 +21	+2%	+$8.35K	0.13%	59
2026 Q1	$436K	Buy	1,172 +68	+6%	+$28K	0.12%	62
2025 Q4	$496K	Sell	1,104 -115	-9%	-$51K	0.14%	55
2025 Q3	$542K	Hold	1,219	–	–	0.16%	53
2025 Q2	$387K	Buy	1,219 +1	+0.1%	+$301	0.12%	65
2025 Q1	$326K	Sell	1,218 -54	-4%	-$18K	0.12%	63
2024 Q4	$482K	Buy	1,272 +253	+25%	+$81.4K	0.18%	44
2024 Q3	$253K	Buy	+1,019	New	+$232K	0.11%	71
2023 Q3	–	Sell	-831	Closed	-$218K	–	81
2023 Q2	$218K	Buy	+831	New	+$166K	0.12%	74
2022 Q2	–	Sell	-633	Closed	-$227K	–	56
2022 Q1	$227K	Hold	633	–	–	0.14%	60
2021 Q4	$223K	Buy	+633	New	+$212K	0.13%	58
2021 Q1	–	Sell	-933	Closed	-$219K	–	54
2020 Q4	$219K	Buy	+933	New	+$159K	0.2%	56

Other funds holding TSLA

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 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

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

HAM

Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

NAH

Neumann Advisory (HK) Central, Hong Kong $356M AUM 37.48% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Trinity Financial Advisors's TSLA Position: Q2 2026 in Review

Trinity Financial Advisors increased its Tesla (TSLA) stake by 1.8% in Q2 2026, buying an estimated $8.35K and bringing the position to 1,193 shares worth $502K. The position accounts for 0.13% of the portfolio, ranked #59.

Trinity Financial Advisors first reported a position in TSLA in Q4 2020 and has held it in 12 quarters since. The position peaked at $542K in Q3 2025. 1,453 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

Trinity Financial Advisors held 1,193 shares of Tesla worth $502K as of Q2 2026.
Trinity Financial Advisors bought 21 Tesla shares in Q2 2026, an estimated $8.35K.
Tesla made up 0.13% of Trinity Financial Advisors's portfolio in Q2 2026, its #59 holding.
Trinity Financial Advisors first reported a position in Tesla in Q4 2020 and has held it in 12 quarters since.
Trinity Financial Advisors's Tesla position peaked at $542K in Q3 2025.
1,453 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Trinity Financial Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.