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Center for Financial Planning’s Tesla TSLA Stock Holding History

Center for 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 		$1.17M Sell
2,772
-180
-6% -$71.6K 0.11% 66
2026
Q1 		$1.1M Buy
2,952
+2
+0.1% +$824 0.11% 62
2025
Q4 		$1.33M Sell
2,950
-104
-3% -$46.1K 0.14% 56
2025
Q3 		$1.36M Sell
3,054
-230
-7% -$79.8K 0.15% 55
2025
Q2 		$1.04M Buy
3,284
+210
+7% +$63.3K 0.12% 62
2025
Q1 		$797K Buy
3,074
+46
+2% +$15.3K 0.1% 67
2024
Q4 		$1.22M Sell
3,028
-364
-11% -$117K 0.16% 52
2024
Q3 		$887K Buy
3,392
+2
+0.1% +$456 0.12% 58
2024
Q2 		$671K Hold
3,390
– – 0.1% 74
2024
Q1 		$596K Hold
3,390
– – 0.09% 78
2023
Q4 		$842K Hold
3,390
– – 0.15% 60
2023
Q3 		$848K Sell
3,390
-40
-1% -$10.3K 0.18% 52
2023
Q2 		$898K Hold
3,430
– – 0.19% 54
2023
Q1 		$712K Buy
3,430
+40
+1% +$6.98K 0.16% 61
2022
Q4 		$418K Sell
3,390
-90
-3% -$17K 0.1% 83
2022
Q3 		$923K Buy
3,480
+60
+2% +$16.8K 0.25% 50
2022
Q2 		$768K Hold
3,420
– – 0.2% 58
2022
Q1 		$1.23M Hold
3,420
– – 0.25% 43
2021
Q4 		$1.21M Hold
3,420
– – 0.25% 45
2021
Q3 		$884K Sell
3,420
-75
-2% -$17.7K 0.22% 54
2021
Q2 		$792K Sell
3,495
-150
-4% -$32.6K 0.19% 61
2021
Q1 		$812K Buy
3,645
+150
+4% +$37.7K 0.21% 56
2020
Q4 		$822K Buy
3,495
+30
+0.9% +$5.12K 0.23% 47
2020
Q3 		$496K Buy
3,465
+315
+10% +$37.2K 0.16% 68
2020
Q2 		$227K Sell
3,150
-750
-19% -$40.6K 0.08% 100
2020
Q1 		$136K Hold
3,900
– – 0.05% 121
2019
Q4 		$109K Buy
+3,900
New +$84.6K 0.03% 136

Other funds holding TSLA

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
HAM
Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
NAH
Neumann Advisory (HK) Central, Hong Kong $356M AUM 37.48% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Center for Financial Planning's TSLA Position: Q2 2026 in Review

Center for Financial Planning reduced its Tesla (TSLA) stake by 6.1% in Q2 2026, selling an estimated $71.6K and leaving 2,772 shares worth $1.17M. The position accounts for 0.11% of the portfolio, ranked #66.

Center for Financial Planning first reported a position in TSLA in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.36M in Q3 2025. 1,453 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Center for Financial Planning held 2,772 shares of Tesla worth $1.17M as of Q2 2026.
  • Center for Financial Planning sold 180 Tesla shares in Q2 2026, an estimated $71.6K.
  • Tesla made up 0.11% of Center for Financial Planning's portfolio in Q2 2026, its #66 holding.
  • Center for Financial Planning first reported a position in Tesla in Q4 2019 and has held it in 27 quarters since.
  • Center for Financial Planning's Tesla position peaked at $1.36M in Q3 2025.
  • 1,453 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.