Trinity Wealth Management’s Tesla TSLA Stock Holding History

Trinity Wealth 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	$233K	Buy	+555	New	+$221K	0.07%	73
2026 Q1	–	Sell	-464	Closed	-$209K	–	75
2025 Q4	$209K	Buy	464 +6	+1%	+$2.66K	0.08%	67
2025 Q3	$204K	Buy	+458	New	+$159K	0.08%	66
2025 Q1	–	Sell	-756	Closed	-$305K	–	57
2024 Q4	$305K	Buy	+756	New	+$243K	0.14%	49
2022 Q2	–	Sell	-669	Closed	-$240K	–	40
2022 Q1	$240K	Buy	669 +24	+4%	+$7.47K	0.17%	36
2021 Q4	$227K	Buy	+645	New	+$216K	0.16%	34

Other funds holding TSLA

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

HAM

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

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

CRM

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

Trinity Wealth Management's TSLA Position: Q2 2026 in Review

Trinity Wealth Management opened a new position in Tesla (TSLA) in Q2 2026: 555 shares worth $233K. The stake represents 0.07% of the portfolio and ranks #73 among its holdings. This is a return to the name: Trinity Wealth Management previously reported a position in TSLA as recently as Q4 2025.

Trinity Wealth Management first reported a position in TSLA in Q4 2021 and has held it in 6 quarters since. The position peaked at $305K in Q4 2024. 1,882 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

Trinity Wealth Management held 555 shares of Tesla worth $233K as of Q2 2026.
Tesla was a new Trinity Wealth Management position in Q2 2026.
Tesla made up 0.07% of Trinity Wealth Management's portfolio in Q2 2026, its #73 holding.
Trinity Wealth Management first reported a position in Tesla in Q4 2021 and has held it in 6 quarters since.
Trinity Wealth Management's Tesla position peaked at $305K in Q4 2024.
1,882 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Trinity Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.