Beacon Financial Planning
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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
Q3 		$6.37M Buy
17,949
+74
+0.4% +$26.5K 2.17% 14
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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Beacon Financial Planning's TSLA Position: Q3 2026 in Review

Beacon Financial Planning increased its Tesla (TSLA) stake by 0.41% in Q3 2026, buying an estimated $26.5K and bringing the position to 17,949 shares worth $6.37M. The position accounts for 2.17% of the portfolio, ranked #14.

Beacon Financial Planning first reported a position in TSLA in Q4 2022 and has held it in 16 quarters since. The position peaked at $7.92M in Q4 2025. 3,717 funds tracked by Wall St. Rank hold TSLA as of Q3 2026.

  • Beacon Financial Planning held 17,949 shares of Tesla worth $6.37M as of Q3 2026.
  • Beacon Financial Planning bought 74 Tesla shares in Q3 2026, an estimated $26.5K.
  • Tesla made up 2.17% of Beacon Financial Planning's portfolio in Q3 2026, its #14 holding.
  • Beacon Financial Planning first reported a position in Tesla in Q4 2022 and has held it in 16 quarters since.
  • Beacon Financial Planning's Tesla position peaked at $7.92M in Q4 2025.
  • 3,717 funds tracked by Wall St. Rank held Tesla as of Q3 2026.

Based on Beacon Financial Planning's 13F filing for Q3 2026, filed 4 Nov 2026.