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Cornerstone Planning Group’s Tesla TSLA Stock Holding History

Cornerstone Planning Group’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 		$1.15M Buy
3,083
+271
+10% +$108K 0.15% 68
2026
Q1 		$1.09M Buy
2,812
+148
+6% +$61K 0.15% 67
2025
Q4 		$1.15M Buy
2,664
+2,551
+2,258% +$1.13M 0.18% 56
2025
Q3 		$18.1K Sell
113
-2,535
-96% -$879K ﹤0.01% 609
2025
Q2 		$817K Sell
2,648
-158
-6% -$47.6K 0.17% 40
2025
Q1 		$704K Buy
2,806
+573
+26% +$191K 0.17% 36
2024
Q4 		$887K Sell
2,233
-84
-4% -$27K 0.22% 31
2024
Q3 		$601K Buy
2,317
+216
+10% +$49.3K 0.16% 35
2024
Q2 		$418K Buy
2,101
+256
+14% +$44.7K 0.12% 53
2024
Q1 		$334K Buy
1,845
+191
+12% +$37.3K 0.1% 51
2023
Q4 		$411K Buy
1,654
+25
+2% +$5.94K 0.14% 49
2023
Q3 		$408K Buy
1,629
+64
+4% +$16.4K 0.16% 54
2023
Q2 		$410K Buy
+1,565
New +$313K 0.16% 60
2022
Q4 		$212K Buy
+1,670
New +$316K 0.09% 95

Other funds holding TSLA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Cornerstone Planning Group's TSLA Position: Q2 2026 in Review

Cornerstone Planning Group increased its Tesla (TSLA) stake by 9.6% in Q2 2026, buying an estimated $108K and bringing the position to 3,083 shares worth $1.15M. The position accounts for 0.15% of the portfolio, ranked #68.

Cornerstone Planning Group first reported a position in TSLA in Q4 2022 and has held it in 14 quarters since. 2,843 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Cornerstone Planning Group held 3,083 shares of Tesla worth $1.15M as of Q2 2026.
  • Cornerstone Planning Group bought 271 Tesla shares in Q2 2026, an estimated $108K.
  • Tesla made up 0.15% of Cornerstone Planning Group's portfolio in Q2 2026, its #68 holding.
  • Cornerstone Planning Group first reported a position in Tesla in Q4 2022 and has held it in 14 quarters since.
  • 2,843 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.