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Asset Planning Inc’s Tesla TSLA Stock Holding History

Asset Planning Inc’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 		$993K Buy
2,361
+58
+3% +$23.1K 0.64% 34
2026
Q1 		$856K Buy
2,303
+130
+6% +$53.6K 0.61% 36
2025
Q4 		$977K Sell
2,173
-100
-4% -$44.3K 0.69% 26
2025
Q3 		$1.01M Sell
2,273
-20
-0.9% -$6.94K 0.73% 26
2025
Q2 		$728K Sell
2,293
-24
-1% -$7.23K 0.55% 35
2025
Q1 		$600K Sell
2,317
-33
-1% -$11K 0.47% 40
2024
Q4 		$949K Buy
+2,350
New +$756K 0.72% 29

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

Asset Planning Inc's TSLA Position: Q2 2026 in Review

Asset Planning Inc increased its Tesla (TSLA) stake by 2.5% in Q2 2026, buying an estimated $23.1K and bringing the position to 2,361 shares worth $993K. The position accounts for 0.64% of the portfolio, ranked #34.

Asset Planning Inc first reported a position in TSLA in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.01M in Q3 2025. 4,283 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Asset Planning Inc held 2,361 shares of Tesla worth $993K as of Q2 2026.
  • Asset Planning Inc bought 58 Tesla shares in Q2 2026, an estimated $23.1K.
  • Tesla made up 0.64% of Asset Planning Inc's portfolio in Q2 2026, its #34 holding.
  • Asset Planning Inc first reported a position in Tesla in Q4 2024 and has held it in 7 quarters since.
  • Asset Planning Inc's Tesla position peaked at $1.01M in Q3 2025.
  • 4,283 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Asset Planning Inc's 13F filing for Q2 2026, filed 27 Jul 2026.