CPL
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Capital & Planning LLC’s Tesla TSLA Stock Holding History

Capital & Planning LLC’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 		$547K Buy
1,301
+84
+7% +$33.4K 0.28% 37
2026
Q1 		$452K Buy
+1,217
New +$501K 0.27% 33
2025
Q4 		– Sell
-1,104
Closed -$491K – 32
2025
Q3 		$491K Buy
1,104
+73
+7% +$25.3K 0.3% 33
2025
Q2 		$328K Buy
1,031
+169
+20% +$50.9K 0.22% 34
2025
Q1 		$223K Buy
862
+157
+22% +$52.3K 0.17% 34
2024
Q4 		$285K Buy
+705
New +$227K 0.21% 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 $3.38T AUM 44.17% 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

Capital & Planning LLC's TSLA Position: Q2 2026 in Review

Capital & Planning LLC increased its Tesla (TSLA) stake by 6.9% in Q2 2026, buying an estimated $33.4K and bringing the position to 1,301 shares worth $547K. The position accounts for 0.28% of the portfolio, ranked #37.

Capital & Planning LLC first reported a position in TSLA in Q4 2024 and has held it in 6 quarters since. 4,316 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Capital & Planning LLC held 1,301 shares of Tesla worth $547K as of Q2 2026.
  • Capital & Planning LLC bought 84 Tesla shares in Q2 2026, an estimated $33.4K.
  • Tesla made up 0.28% of Capital & Planning LLC's portfolio in Q2 2026, its #37 holding.
  • Capital & Planning LLC first reported a position in Tesla in Q4 2024 and has held it in 6 quarters since.
  • 4,316 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Capital & Planning LLC's 13F filing for Q2 2026, filed 2 Sep 2026.