Creative Planning’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $392M | Buy |
1,054,828
+66,327
| +7% | +$27.3M | 0.27% | 47 |
|
|
2025
Q4 | $445M | Buy |
988,501
+76,754
| +8% | +$34M | 0.32% | 45 |
|
|
2025
Q3 | $405M | Buy |
911,747
+53,389
| +6% | +$18.5M | 0.31% | 46 |
|
|
2025
Q2 | $273M | Sell |
858,358
-20,432
| -2% | -$6.16M | 0.23% | 51 |
|
|
2025
Q1 | $228M | Buy |
878,790
+15,386
| +2% | +$5.13M | 0.21% | 52 |
|
|
2024
Q4 | $349M | Sell |
863,404
-33,080
| -4% | -$10.6M | 0.34% | 43 |
|
|
2024
Q3 | $222M | Buy |
896,484
+144,139
| +19% | +$32.9M | 0.22% | 54 |
|
|
2024
Q2 | $149M | Buy |
752,345
+37,777
| +5% | +$6.6M | 0.16% | 66 |
|
|
2024
Q1 | $126M | Sell |
714,568
-1,615
| -0.2% | -$316K | 0.14% | 71 |
|
|
2023
Q4 | $178M | Sell |
716,183
-34,154
| -5% | -$8.12M | 0.33% | 50 |
|
|
2023
Q3 | $188M | Sell |
750,337
-21,478
| -3% | -$5.52M | 0.25% | 53 |
|
|
2023
Q2 | $202M | Buy |
771,815
+2,762
| +0.4% | +$552K | 0.27% | 48 |
|
|
2023
Q1 | $160M | Sell |
769,053
-4,613
| -0.6% | -$805K | 0.23% | 52 |
|
|
2022
Q4 | $95.3M | Sell |
773,666
-5,155
| -0.7% | -$976K | 0.14% | 74 |
|
|
2022
Q3 | $207M | Buy |
778,821
+720
| +0.1% | +$201K | 0.36% | 40 |
|
|
2022
Q2 | $175M | Buy |
778,101
+59,001
| +8% | +$16.1M | 0.29% | 44 |
|
|
2022
Q1 | $258M | Buy |
719,100
+18,855
| +3% | +$5.87M | 0.4% | 37 |
|
|
2021
Q4 | $247M | Sell |
700,245
-62,913
| -8% | -$21.1M | 0.4% | 40 |
|
|
2021
Q3 | $197M | Buy |
763,158
+29,457
| +4% | +$6.93M | 0.35% | 40 |
|
|
2021
Q2 | $166M | Sell |
733,701
-363,552
| -33% | -$78.9M | 0.3% | 45 |
|
|
2021
Q1 | $244M | Buy |
1,097,253
+161,964
| +17% | +$40.7M | 0.49% | 35 |
|
|
2020
Q4 | $220M | Buy |
935,289
+48,678
| +5% | +$8.31M | 0.48% | 35 |
|
|
2020
Q3 | $127M | Buy |
886,611
+85,746
| +11% | +$10.1M | 0.33% | 41 |
|
|
2020
Q2 | $57.7M | Sell |
800,865
-89,595
| -10% | -$4.85M | 0.17% | 58 |
|
|
2020
Q1 | $31.1M | Buy |
890,460
+148,650
| +20% | +$6.16M | 0.11% | 76 |
|
|
2019
Q4 | $20.7M | Sell |
741,810
-220,140
| -23% | -$4.78M | 0.06% | 123 |
|
|
2019
Q3 | $15.4M | Sell |
961,950
-77,880
| -7% | -$1.22M | 0.05% | 136 |
|
|
2019
Q2 | $15.5M | Buy |
1,039,830
+169,500
| +19% | +$2.64M | 0.05% | 133 |
|
|
2019
Q1 | $16.2M | Buy |
870,330
+104,940
| +14% | +$2.11M | 0.06% | 121 |
|
|
2018
Q4 | $17M | Sell |
765,390
-62,295
| -8% | -$1.34M | 0.07% | 103 |
|
|
2018
Q3 | $14.6M | Buy |
827,685
+69,495
| +9% | +$1.45M | 0.05% | 130 |
|
|
2018
Q2 | $17.3M | Sell |
758,190
-15,615
| -2% | -$317K | 0.07% | 102 |
|
|
2018
Q1 | $13.7M | Buy |
773,805
+4,575
| +0.6% | +$101K | 0.06% | 120 |
|
|
2017
Q4 | $16M | Buy |
769,230
+4,425
| +0.6% | +$96.2K | 0.07% | 109 |
|
|
2017
Q3 | $17.4M | Buy |
764,805
+64,440
| +9% | +$1.49M | 0.08% | 102 |
|
|
2017
Q2 | $16.9M | Buy |
700,365
+296,445
| +73% | +$6.53M | 0.09% | 93 |
|
|
2017
Q1 | $7.49M | Sell |
403,920
-26,715
| -6% | -$452K | 0.04% | 167 |
|
|
2016
Q4 | $6.13M | Buy |
430,635
+22,005
| +5% | +$289K | 0.04% | 184 |
|
|
2016
Q3 | $5.56M | Sell |
408,630
-23,670
| -5% | -$342K | 0.04% | 183 |
|
|
2016
Q2 | $6.12M | Buy |
432,300
+48,600
| +13% | +$736K | 0.04% | 153 |
|
|
2016
Q1 | $5.88M | Buy |
383,700
+129,990
| +51% | +$1.71M | 0.05% | 147 |
|
|
2015
Q4 | $4.06M | Buy |
253,710
+15,660
| +7% | +$234K | 0.03% | 194 |
|
|
2015
Q3 | $3.94M | Sell |
238,050
-6,645
| -3% | -$113K | 0.03% | 183 |
|
|
2015
Q2 | $4.38M | Sell |
244,695
-45,180
| -16% | -$714K | 0.04% | 166 |
|
|
2015
Q1 | $3.65M | Buy |
289,875
+33,060
| +13% | +$446K | 0.03% | 183 |
|
|
2014
Q4 | $3.81M | Buy |
256,815
+50,490
| +24% | +$789K | 0.04% | 167 |
|
|
2014
Q3 | $3.34M | Buy |
206,325
+1,785
| +0.9% | +$29.5K | 0.04% | 170 |
|
|
2014
Q2 | $3.27M | Buy |
204,540
+42,585
| +26% | +$594K | 0.04% | 160 |
|
|
2014
Q1 | $2.25M | Buy |
161,955
+34,185
| +27% | +$458K | 0.03% | 180 |
|
|
2013
Q4 | $1.28M | Buy |
127,770
+79,320
| +164% | +$810K | 0.02% | 256 |
|
|
2013
Q3 | $625K | Sell |
48,450
-65,670
| -58% | -$650K | 0.01% | 382 |
|
|
2013
Q2 | $817K | Buy |
+114,120
| New | +$573K | 0.02% | 281 |
|
Other funds holding TSLA
VCM
VPM
Creative Planning's TSLA Position: Q1 2026 in Review
Creative Planning increased its Tesla (TSLA) stake by 6.7% in Q1 2026, buying an estimated $27.3M and bringing the position to 1,054,828 shares worth $392M. The position accounts for 0.27% of the portfolio, ranked #47.
Creative Planning first reported a position in TSLA in Q2 2013 and has held it in 52 quarters since. The position peaked at $445M in Q4 2025. 4,174 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.
- Creative Planning held 1,054,828 shares of Tesla worth $392M as of Q1 2026.
- Creative Planning bought 66,327 Tesla shares in Q1 2026, an estimated $27.3M.
- Tesla made up 0.27% of Creative Planning's portfolio in Q1 2026, its #47 holding.
- Creative Planning first reported a position in Tesla in Q2 2013 and has held it in 52 quarters since.
- Creative Planning's Tesla position peaked at $445M in Q4 2025.
- 4,174 funds tracked by Wall St. Rank held Tesla as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.