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Capital Wealth Planning’s Tesla TSLA Stock Holding History

Capital Wealth 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 		$47.7M Buy
113,345
+20,693
+22% +$8.23M 0.24% 38
2026
Q1 		$34.4M Buy
92,652
+37,913
+69% +$15.6M 0.19% 38
2025
Q4 		$24.6M Buy
54,739
+22,934
+72% +$10.2M 0.16% 36
2025
Q3 		$14.1M Buy
31,805
+25,194
+381% +$8.74M 0.1% 39
2025
Q2 		$2.1M Buy
6,611
+1,834
+38% +$553K 0.02% 87
2025
Q1 		$1.24M Buy
4,777
+1,843
+63% +$614K 0.01% 95
2024
Q4 		$1.18M Sell
2,934
-1,256
-30% -$404K 0.01% 92
2024
Q3 		$1.1M Buy
4,190
+1,822
+77% +$416K 0.01% 90
2024
Q2 		$469K Buy
+2,368
New +$414K ﹤0.01% 107
2024
Q1 		– Sell
-2,686
Closed -$667K – 164
2023
Q4 		$667K Sell
2,686
-283
-10% -$67.3K 0.01% 103
2023
Q3 		$743K Buy
+2,969
New +$763K 0.01% 80

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

Capital Wealth Planning's TSLA Position: Q2 2026 in Review

Capital Wealth Planning increased its Tesla (TSLA) stake by 22% in Q2 2026, buying an estimated $8.23M and bringing the position to 113,345 shares worth $47.7M. The position accounts for 0.24% of the portfolio, ranked #38.

Capital Wealth Planning first reported a position in TSLA in Q3 2023 and has held it in 11 quarters since. 4,283 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Capital Wealth Planning held 113,345 shares of Tesla worth $47.7M as of Q2 2026.
  • Capital Wealth Planning bought 20,693 Tesla shares in Q2 2026, an estimated $8.23M.
  • Tesla made up 0.24% of Capital Wealth Planning's portfolio in Q2 2026, its #38 holding.
  • Capital Wealth Planning first reported a position in Tesla in Q3 2023 and has held it in 11 quarters since.
  • 4,283 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Capital Wealth Planning's 13F filing for Q2 2026, filed 14 Aug 2026.