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Unify Financial Advisors’s Tesla TSLA Stock Holding History

Unify 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 		$243K Hold
577
– – 0.22% 83
2026
Q1 		$215K Hold
577
– – 0.22% 85
2025
Q4 		$259K Buy
+577
New +$256K 0.27% 77

Other funds holding TSLA

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Robeco Institutional Asset Management
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
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
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

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

Unify Financial Advisors held its Tesla (TSLA) position steady in Q2 2026 at 577 shares worth $243K. The position accounts for 0.22% of the portfolio, ranked #83.

Unify Financial Advisors first reported a position in TSLA in Q4 2025 and has held it in 3 quarters since. The position peaked at $259K in Q4 2025. 1,293 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Unify Financial Advisors held 577 shares of Tesla worth $243K as of Q2 2026.
  • Unify Financial Advisors left its Tesla share count unchanged in Q2 2026.
  • Tesla made up 0.22% of Unify Financial Advisors's portfolio in Q2 2026, its #83 holding.
  • Unify Financial Advisors first reported a position in Tesla in Q4 2025 and has held it in 3 quarters since.
  • Unify Financial Advisors's Tesla position peaked at $259K in Q4 2025.
  • 1,293 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Unify Financial Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.