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Comprehensive Financial Planning’s Tesla TSLA Stock Holding History

Comprehensive 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 		$1.23M Sell
2,920
-269
-8% -$107K 0.65% 44
2026
Q1 		$1.19M Sell
3,189
-4
-0.1% -$1.65K 0.82% 36
2025
Q4 		$1.44M Buy
3,193
+29
+0.9% +$12.9K 0.95% 30
2025
Q3 		$1.41M Sell
3,164
-50
-2% -$17.3K 0.96% 31
2025
Q2 		$1.02M Buy
3,214
+461
+17% +$139K 0.8% 32
2025
Q1 		$713K Sell
2,753
-617
-18% -$206K 0.69% 36
2024
Q4 		$1.36M Buy
+3,370
New +$1.08M 1.15% 23

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

Comprehensive Financial Planning's TSLA Position: Q2 2026 in Review

Comprehensive Financial Planning reduced its Tesla (TSLA) stake by 8.4% in Q2 2026, selling an estimated $107K and leaving 2,920 shares worth $1.23M. The position accounts for 0.65% of the portfolio, ranked #44.

Comprehensive Financial Planning first reported a position in TSLA in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.44M in Q4 2025. 4,282 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Comprehensive Financial Planning held 2,920 shares of Tesla worth $1.23M as of Q2 2026.
  • Comprehensive Financial Planning sold 269 Tesla shares in Q2 2026, an estimated $107K.
  • Tesla made up 0.65% of Comprehensive Financial Planning's portfolio in Q2 2026, its #44 holding.
  • Comprehensive Financial Planning first reported a position in Tesla in Q4 2024 and has held it in 7 quarters since.
  • Comprehensive Financial Planning's Tesla position peaked at $1.44M in Q4 2025.
  • 4,282 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Comprehensive Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.