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Capasso Planning Partners’s Tesla TSLA Stock Holding History

Capasso 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 		$432K Buy
+1,026
New +$408K 0.22% 55
2023
Q1 		– Sell
-2,401
Closed -$296K – 108
2022
Q4 		$296K Buy
2,401
+15
+0.6% +$2.84K 0.19% 75
2022
Q3 		$633K Buy
2,386
+73
+3% +$20.4K 0.44% 45
2022
Q2 		$519K Buy
2,313
+333
+17% +$90.9K 0.37% 49
2022
Q1 		$711K Buy
+1,980
New +$617K 0.5% 41

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

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

Capasso Planning Partners opened a new position in Tesla (TSLA) in Q2 2026: 1,026 shares worth $432K. The stake represents 0.22% of the portfolio and ranks #55 among its holdings. This is a return to the name: Capasso Planning Partners previously reported a position in TSLA as recently as Q4 2022.

Capasso Planning Partners first reported a position in TSLA in Q1 2022 and has held it in 5 quarters since. The position peaked at $711K in Q1 2022. 4,302 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Capasso Planning Partners held 1,026 shares of Tesla worth $432K as of Q2 2026.
  • Tesla was a new Capasso Planning Partners position in Q2 2026.
  • Tesla made up 0.22% of Capasso Planning Partners's portfolio in Q2 2026, its #55 holding.
  • Capasso Planning Partners first reported a position in Tesla in Q1 2022 and has held it in 5 quarters since.
  • Capasso Planning Partners's Tesla position peaked at $711K in Q1 2022.
  • 4,302 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Capasso Planning Partners's 13F filing for Q2 2026, filed 18 Aug 2026.