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Capital Planning Advisors’s Tesla TSLA Stock Holding History

Capital Planning Advisors’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 		$1.47M Sell
3,960
-397
-9% -$164K 0.21% 64
2025
Q4 		$1.96M Buy
4,357
+20
+0.5% +$8.87K 0.26% 62
2025
Q3 		$1.93M Buy
4,337
+85
+2% +$29.5K 0.26% 62
2025
Q2 		$1.35M Buy
4,252
+80
+2% +$24.1K 0.2% 67
2025
Q1 		$1.08M Sell
4,172
-8
-0.2% -$2.67K 0.17% 75
2024
Q4 		$1.69M Buy
4,180
+348
+9% +$112K 0.26% 61
2024
Q3 		$1M Buy
3,832
+1,110
+41% +$253K 0.15% 76
2024
Q2 		$539K Sell
2,722
-315
-10% -$55.1K 0.09% 93
2024
Q1 		$534K Sell
3,037
-4,058
-57% -$793K 0.09% 98
2023
Q4 		$1.76M Buy
7,095
+116
+2% +$27.6K 0.33% 59
2023
Q3 		$1.75M Buy
6,979
+294
+4% +$75.5K 0.36% 54
2023
Q2 		$1.75M Buy
6,685
+335
+5% +$67K 0.35% 56
2023
Q1 		$1.32M Sell
6,350
-1,156
-15% -$202K 0.28% 64
2022
Q4 		$925K Sell
7,506
-5,727
-43% -$1.08M 0.22% 66
2022
Q3 		$3.51M Sell
13,233
-264
-2% -$73.7K 0.94% 30
2022
Q2 		$3.03M Sell
13,497
-1,251
-8% -$341K 0.8% 30
2022
Q1 		$5.3M Buy
14,748
+132
+0.9% +$41.1K 1.13% 26
2021
Q4 		$5.15M Buy
14,616
+819
+6% +$275K 0.98% 29
2021
Q3 		$3.57M Buy
13,797
+690
+5% +$162K 0.74% 35
2021
Q2 		$2.97M Sell
13,107
-1,302
-9% -$283K 0.61% 42
2021
Q1 		$3.21M Buy
14,409
+7,566
+111% +$1.9M 0.72% 39
2020
Q4 		$1.61M Buy
6,843
+1,002
+17% +$171K 0.4% 58
2020
Q3 		$835K Buy
5,841
+561
+11% +$66.2K 0.23% 78
2020
Q2 		$380K Buy
+5,280
New +$286K 0.11% 98

Other funds holding TSLA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Planning Advisors's TSLA Position: Q1 2026 in Review

Capital Planning Advisors reduced its Tesla (TSLA) stake by 9.1% in Q1 2026, selling an estimated $164K and leaving 3,960 shares worth $1.47M. The position accounts for 0.21% of the portfolio, ranked #64.

Capital Planning Advisors first reported a position in TSLA in Q2 2020 and has held it in 24 quarters since. The position peaked at $5.3M in Q1 2022. 4,174 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

  • Capital Planning Advisors held 3,960 shares of Tesla worth $1.47M as of Q1 2026.
  • Capital Planning Advisors sold 397 Tesla shares in Q1 2026, an estimated $164K.
  • Tesla made up 0.21% of Capital Planning Advisors's portfolio in Q1 2026, its #64 holding.
  • Capital Planning Advisors first reported a position in Tesla in Q2 2020 and has held it in 24 quarters since.
  • Capital Planning Advisors's Tesla position peaked at $5.3M in Q1 2022.
  • 4,174 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Capital Planning Advisors's 13F filing for Q1 2026, filed 14 May 2026.