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Blom & Howell Financial Planning’s Tesla TSLA Stock Holding History

Blom & Howell 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 		$490K Buy
1,164
+5
+0.4% +$1.99K 0.41% 36
2026
Q1 		$431K Sell
1,159
-13
-1% -$5.36K 0.42% 35
2025
Q4 		$527K Buy
+1,172
New +$520K 0.52% 31

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

Blom & Howell Financial Planning's TSLA Position: Q2 2026 in Review

Blom & Howell Financial Planning increased its Tesla (TSLA) stake by 0.43% in Q2 2026, buying an estimated $1.99K and bringing the position to 1,164 shares worth $490K. The position accounts for 0.41% of the portfolio, ranked #36.

Blom & Howell Financial Planning first reported a position in TSLA in Q4 2025 and has held it in 3 quarters since. The position peaked at $527K in Q4 2025. 4,277 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Blom & Howell Financial Planning held 1,164 shares of Tesla worth $490K as of Q2 2026.
  • Blom & Howell Financial Planning bought 5 Tesla shares in Q2 2026, an estimated $1.99K.
  • Tesla made up 0.41% of Blom & Howell Financial Planning's portfolio in Q2 2026, its #36 holding.
  • Blom & Howell Financial Planning first reported a position in Tesla in Q4 2025 and has held it in 3 quarters since.
  • Blom & Howell Financial Planning's Tesla position peaked at $527K in Q4 2025.
  • 4,277 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Blom & Howell Financial Planning's 13F filing for Q2 2026, filed 5 Aug 2026.