Consolidated Planning Corp’s Tesla TSLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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
$1.21M Sell
3,354
-24
-0.7% -$7.47K 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

Consolidated Planning Corp's TSLA Position: Q2 2026 in Review

Consolidated Planning Corp increased its Tesla (TSLA) stake by 1.8% in Q2 2026, buying an estimated $14.7K and bringing the position to 2,053 shares worth $863K. The position accounts for 0.12% of the portfolio, ranked #86.

Consolidated Planning Corp first reported a position in TSLA in Q2 2020 and has held it in 25 quarters since. The position peaked at $2.9M in Q2 2023. 1,453 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Consolidated Planning Corp held 2,053 shares of Tesla worth $863K as of Q2 2026.
  • Consolidated Planning Corp bought 37 Tesla shares in Q2 2026, an estimated $14.7K.
  • Tesla made up 0.12% of Consolidated Planning Corp's portfolio in Q2 2026, its #86 holding.
  • Consolidated Planning Corp first reported a position in Tesla in Q2 2020 and has held it in 25 quarters since.
  • Consolidated Planning Corp's Tesla position peaked at $2.9M in Q2 2023.
  • 1,453 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Consolidated Planning Corp's 13F filing for Q2 2026, filed 24 Jul 2026.