Consolidated Planning Corp
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Consolidated Planning Corp’s Tesla TSLA Stock Holding History

Consolidated Planning Corp’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
Q3 		$759K Buy
2,138
+85
+4% +$30.4K 0.1% 93
2026
Q2 		$863K Buy
2,053
+37
+2% +$14.7K 0.12% 86
2026
Q1 		$749K Sell
2,016
-439
-18% -$181K 0.12% 85
2025
Q4 		$1.1M Sell
2,455
-177
-7% -$78.5K 0.11% 124
2025
Q3 		$1.17M Sell
2,632
-358
-12% -$124K 0.12% 120
2025
Q2 		$950K Sell
2,990
-175
-6% -$52.7K 0.12% 117
2025
Q1 		$820K Buy
3,165
+542
+21% +$181K 0.11% 120
2024
Q4 		$1.06M Sell
2,623
-90
-3% -$29K 0.14% 95
2024
Q3 		$710K Buy
2,713
+217
+9% +$49.5K 0.11% 107
2024
Q2 		$494K Sell
2,496
-407
-14% -$71.1K 0.08% 114
2024
Q1 		$510K Buy
2,903
+135
+5% +$26.4K 0.09% 108
2023
Q4 		$688K Sell
2,768
-8,647
-76% -$2.06M 0.13% 100
2023
Q3 		$2.86M Buy
11,415
+345
+3% +$88.6K 0.63% 54
2023
Q2 		$2.9M Buy
11,070
+8,069
+269% +$1.61M 0.61% 57
2023
Q1 		$623K Sell
3,001
-304
-9% -$53K 0.16% 83
2022
Q4 		$407K Sell
3,305
-223
-6% -$42.2K 0.11% 88
2022
Q3 		$936K Sell
3,528
-534
-13% -$149K 0.29% 72
2022
Q2 		$912K Buy
4,062
+708
+21% +$193K 0.29% 74
2022
Q1 		$1.2M Sell
3,354
-24
-0.7% -$7.48K 0.84% 19
2021
Q4 		$1.19M Buy
3,378
+741
+28% +$249K 0.77% 18
2021
Q3 		$682K Sell
2,637
-36
-1% -$8.47K 0.44% 25
2021
Q2 		$605K Sell
2,673
-375
-12% -$81.4K 0.45% 26
2021
Q1 		$678K Sell
3,048
-885
-23% -$222K 0.43% 25
2020
Q4 		$925K Buy
3,933
+45
+1% +$7.68K 0.6% 22
2020
Q3 		$556K Buy
3,888
+888
+30% +$105K 0.41% 26
2020
Q2 		$215K Buy
+3,000
New +$162K 0.21% 38

Other funds holding TSLA

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Consolidated Planning Corp's TSLA Position: Q3 2026 in Review

Consolidated Planning Corp increased its Tesla (TSLA) stake by 4.1% in Q3 2026, buying an estimated $30.4K and bringing the position to 2,138 shares worth $759K. The position accounts for 0.1% of the portfolio, ranked #93.

Consolidated Planning Corp first reported a position in TSLA in Q2 2020 and has held it in 26 quarters since. The position peaked at $2.9M in Q2 2023. 2,681 funds tracked by Wall St. Rank hold TSLA as of Q3 2026.

  • Consolidated Planning Corp held 2,138 shares of Tesla worth $759K as of Q3 2026.
  • Consolidated Planning Corp bought 85 Tesla shares in Q3 2026, an estimated $30.4K.
  • Tesla made up 0.1% of Consolidated Planning Corp's portfolio in Q3 2026, its #93 holding.
  • Consolidated Planning Corp first reported a position in Tesla in Q2 2020 and has held it in 26 quarters since.
  • Consolidated Planning Corp's Tesla position peaked at $2.9M in Q2 2023.
  • 2,681 funds tracked by Wall St. Rank held Tesla as of Q3 2026.

Based on Consolidated Planning Corp's 13F filing for Q3 2026, filed 21 Oct 2026.