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Action Point Financial Planning’s Tesla TSLA Stock Holding History

Action Point Financial Planning’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 		$1.44M Buy
+3,438
New +$1.37M 0.15% 135

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

Action Point Financial Planning's TSLA Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Tesla (TSLA) in Q2 2026: 3,438 shares worth $1.44M. The stake represents 0.15% of the portfolio and ranks #135 among its holdings.

4,271 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Action Point Financial Planning held 3,438 shares of Tesla worth $1.44M as of Q2 2026.
  • Tesla was a new Action Point Financial Planning position in Q2 2026.
  • Tesla made up 0.15% of Action Point Financial Planning's portfolio in Q2 2026, its #135 holding.
  • 4,271 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.