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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Beacon Financial Planning's TSLA Position: Q1 2026 in Review

Beacon Financial Planning increased its Tesla (TSLA) stake by 1.2% in Q1 2026, buying an estimated $90.2K and bringing the position to 17,826 shares worth $6.63M. The position accounts for 2.57% of the portfolio, ranked #10.

Beacon Financial Planning first reported a position in TSLA in Q4 2022 and has held it in 14 quarters since. The position peaked at $7.92M in Q4 2025. 4,179 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

Beacon Financial Planning held 17,826 shares of Tesla worth $6.63M as of Q1 2026.
Beacon Financial Planning bought 219 Tesla shares in Q1 2026, an estimated $90.2K.
Tesla made up 2.57% of Beacon Financial Planning's portfolio in Q1 2026, its #10 holding.
Beacon Financial Planning first reported a position in Tesla in Q4 2022 and has held it in 14 quarters since.
Beacon Financial Planning's Tesla position peaked at $7.92M in Q4 2025.
4,179 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Beacon Financial Planning's 13F filing for Q1 2026, filed 22 Apr 2026.