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Beacon Financial Planning’s Tesla TSLA Stock Holding History

Beacon 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 		$7.52M Buy
17,875
+49
+0.3% +$19.5K 2.55% 11
2026
Q1 		$6.63M Buy
17,826
+219
+1% +$90.2K 2.57% 10
2025
Q4 		$7.92M Buy
17,607
+86
+0.5% +$38.1K 3.82% 8
2025
Q3 		$7.79M Hold
17,521
– – 4.03% 7
2025
Q2 		$5.57M Buy
17,521
+74
+0.4% +$22.3K 3.11% 8
2025
Q1 		$4.52M Sell
17,447
-12
-0.1% -$4K 2.6% 9
2024
Q4 		$7.05M Buy
17,459
+201
+1% +$64.7K 4.1% 7
2024
Q3 		$4.52M Buy
17,258
+116
+0.7% +$26.5K 2.79% 9
2024
Q2 		$3.39M Hold
17,142
– – 2.3% 8
2024
Q1 		$3.01M Buy
17,142
+89
+0.5% +$17.4K 2.1% 9
2023
Q4 		$4.24M Buy
17,053
+73
+0.4% +$17.3K 3.32% 7
2023
Q3 		$4.25M Hold
16,980
– – 3.67% 7
2023
Q2 		$4.44M Sell
16,980
-24
-0.1% -$4.8K 3.77% 7
2023
Q1 		$3.53M Hold
17,004
– – 3.3% 7
2022
Q4 		$2.09M Buy
+17,004
New +$3.22M 2.17% 10

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 $3.38T AUM 44.17% 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

Beacon Financial Planning's TSLA Position: Q2 2026 in Review

Beacon Financial Planning increased its Tesla (TSLA) stake by 0.27% in Q2 2026, buying an estimated $19.5K and bringing the position to 17,875 shares worth $7.52M. The position accounts for 2.55% of the portfolio, ranked #11.

Beacon Financial Planning first reported a position in TSLA in Q4 2022 and has held it in 15 quarters since. The position peaked at $7.92M in Q4 2025. 4,316 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Beacon Financial Planning held 17,875 shares of Tesla worth $7.52M as of Q2 2026.
  • Beacon Financial Planning bought 49 Tesla shares in Q2 2026, an estimated $19.5K.
  • Tesla made up 2.55% of Beacon Financial Planning's portfolio in Q2 2026, its #11 holding.
  • Beacon Financial Planning first reported a position in Tesla in Q4 2022 and has held it in 15 quarters since.
  • Beacon Financial Planning's Tesla position peaked at $7.92M in Q4 2025.
  • 4,316 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Beacon Financial Planning's 13F filing for Q2 2026, filed 6 Aug 2026.