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Avantax Planning Partners’s Tesla TSLA Stock Holding History

Avantax Planning Partners’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 		$7.04M Buy
16,735
+620
+4% +$247K 0.18% 83
2026
Q1 		$5.99M Buy
16,115
+113
+0.7% +$46.6K 0.16% 85
2025
Q4 		$7.2M Buy
16,002
+100
+0.6% +$44.3K 0.2% 79
2025
Q3 		$7.07M Buy
15,902
+384
+2% +$133K 0.2% 77
2025
Q2 		$4.93M Buy
15,518
+904
+6% +$272K 0.16% 87
2025
Q1 		$3.79M Buy
14,614
+161
+1% +$53.7K 0.13% 93
2024
Q4 		$5.84M Buy
14,453
+846
+6% +$272K 0.21% 75
2024
Q3 		$3.56M Sell
13,607
-5,354
-28% -$1.22M 0.13% 94
2024
Q2 		$3.75M Sell
18,961
-329
-2% -$57.5K 0.12% 101
2024
Q1 		$3.39M Buy
19,290
+4,207
+28% +$822K 0.11% 111
2023
Q4 		$3.75M Sell
15,083
-4,759
-24% -$1.13M 0.14% 77
2023
Q3 		$4.96M Sell
19,842
-413
-2% -$106K 0.21% 61
2023
Q2 		$5.3M Sell
20,255
-364
-2% -$72.8K 0.21% 57
2023
Q1 		$4.28M Buy
20,619
+30
+0.1% +$5.23K 0.17% 66
2022
Q4 		$2.54M Buy
20,589
+4,715
+30% +$893K 0.1% 94
2022
Q3 		$4.21M Buy
15,874
+229
+1% +$64K 0.19% 62
2022
Q2 		$3.51M Buy
15,645
+3,612
+30% +$986K 0.15% 74
2022
Q1 		$4.32M Buy
12,033
+1,455
+14% +$453K 0.17% 65
2021
Q4 		$3.73M Buy
10,578
+4,026
+61% +$1.35M 0.15% 66
2021
Q3 		$1.69M Buy
6,552
+219
+3% +$51.5K 0.08% 101
2021
Q2 		$1.44M Buy
6,333
+789
+14% +$171K 0.07% 106
2021
Q1 		$1.23M Buy
5,544
+1,041
+23% +$261K 0.06% 120
2020
Q4 		$1.06M Sell
4,503
-207
-4% -$35.3K 0.05% 122
2020
Q3 		$674K Sell
4,710
-1,590
-25% -$188K 0.04% 156
2020
Q2 		$454K Sell
6,300
-285
-4% -$15.4K 0.03% 179
2020
Q1 		$230K Buy
+6,585
New +$273K 0.02% 237
2018
Q4 		– Sell
-6,900
Closed -$122K – 1120
2018
Q3 		$122K Buy
+6,900
New +$144K 0.01% 310
2018
Q2 		– Sell
-7,395
Closed -$130K – 1382
2018
Q1 		$130K Buy
+7,395
New +$163K 0.01% 359

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

Avantax Planning Partners's TSLA Position: Q2 2026 in Review

Avantax Planning Partners increased its Tesla (TSLA) stake by 3.8% in Q2 2026, buying an estimated $247K and bringing the position to 16,735 shares worth $7.04M. The position accounts for 0.18% of the portfolio, ranked #83.

Avantax Planning Partners first reported a position in TSLA in Q1 2018 and has held it in 28 quarters since. The position peaked at $7.2M in Q4 2025. 4,272 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Avantax Planning Partners held 16,735 shares of Tesla worth $7.04M as of Q2 2026.
  • Avantax Planning Partners bought 620 Tesla shares in Q2 2026, an estimated $247K.
  • Tesla made up 0.18% of Avantax Planning Partners's portfolio in Q2 2026, its #83 holding.
  • Avantax Planning Partners first reported a position in Tesla in Q1 2018 and has held it in 28 quarters since.
  • Avantax Planning Partners's Tesla position peaked at $7.2M in Q4 2025.
  • 4,272 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.