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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-400
| Closed | -$13.6K | – | 4108 |
|
|
2025
Q3 | $13.6K | Hold |
400
| – | – | ﹤0.01% | 3830 |
|
|
2025
Q2 | $5.38K | Buy |
+400
| New | +$121K | ﹤0.01% | 3641 |
|
|
2023
Q4 | – | Sell |
-400
| Closed | -$1.73K | – | 3082 |
|
|
2023
Q3 | $1.73K | Hold |
400
| – | – | ﹤0.01% | 2813 |
|
|
2023
Q2 | $6.48K | Buy |
400
+300
| +300% | +$60K | ﹤0.01% | 2560 |
|
|
2023
Q1 | $4.02K | Sell |
100
-3,400
| -97% | -$593K | ﹤0.01% | 2496 |
|
|
2022
Q4 | $13.6K | Buy |
3,500
+1,100
| +46% | +$208K | ﹤0.01% | 2336 |
|
|
2022
Q3 | $95K | Sell |
2,400
-13,200
| -85% | -$3.69M | ﹤0.01% | 2035 |
|
|
2022
Q2 | $76K | Buy |
15,600
+14,700
| +1,633% | +$4.01M | ﹤0.01% | 2003 |
|
|
2022
Q1 | $233K | Buy |
+900
| New | +$280K | ﹤0.01% | 1800 |
|
|
2021
Q2 | – | Sell |
-138,300
| Closed | -$11.2M | – | 2561 |
|
|
2021
Q1 | $11.2M | Sell |
138,300
-219,900
| -61% | -$55.2M | 0.02% | 251 |
|
|
2020
Q4 | $39.8M | Buy |
358,200
+61,500
| +21% | +$10.5M | 0.09% | 95 |
|
|
2020
Q3 | $16.6M | Buy |
296,700
+133,200
| +81% | +$15.7M | 0.04% | 154 |
|
|
2020
Q2 | $3.4M | Buy |
163,500
+85,500
| +110% | +$4.63M | 0.01% | 342 |
|
|
2020
Q1 | $664K | Buy |
78,000
+27,000
| +53% | +$1.12M | ﹤0.01% | 812 |
|
|
2019
Q4 | $241K | Buy |
51,000
+22,500
| +79% | +$488K | ﹤0.01% | 1535 |
|
|
2019
Q3 | $19K | Sell |
28,500
-61,500
| -68% | -$963K | ﹤0.01% | 1860 |
|
|
2019
Q2 | $52K | Buy |
90,000
+19,500
| +28% | +$303K | ﹤0.01% | 1812 |
|
|
2019
Q1 | $45K | Buy |
70,500
+42,000
| +147% | +$843K | ﹤0.01% | 1787 |
|
|
2018
Q4 | $56K | Hold |
28,500
| – | – | ﹤0.01% | 1700 |
|
|
2018
Q3 | $30K | Buy |
28,500
+10,500
| +58% | +$219K | ﹤0.01% | 1922 |
|
|
2018
Q2 | $52K | Sell |
18,000
-12,000
| -40% | -$244K | ﹤0.01% | 1847 |
|
|
2018
Q1 | $18K | Buy |
+30,000
| New | +$660K | ﹤0.01% | 1901 |
|
|
2017
Q4 | – | Sell |
-97,500
| Closed | -$837K | – | 2006 |
|
|
2017
Q3 | $837K | Sell |
97,500
-27,000
| -22% | -$623K | ﹤0.01% | 801 |
|
|
2017
Q2 | $974K | Buy |
124,500
+12,000
| +11% | +$264K | ﹤0.01% | 707 |
|
|
2017
Q1 | $524K | Buy |
+112,500
| New | +$1.9M | ﹤0.01% | 963 |
|
|
2016
Q4 | – | Sell |
-24,000
| Closed | -$5K | – | 4840 |
|
|
2016
Q3 | $5K | Buy |
24,000
+21,000
| +700% | +$303K | ﹤0.01% | 3901 |
|
|
2016
Q2 | $2K | Sell |
3,000
-3,000
| -50% | -$45.5K | ﹤0.01% | 4055 |
|
|
2016
Q1 | $9K | Hold |
6,000
| – | – | ﹤0.01% | 3300 |
|
|
2015
Q4 | $11K | Sell |
6,000
-1,500
| -20% | -$22.4K | ﹤0.01% | 3262 |
|
|
2015
Q3 | $10K | Buy |
+7,500
| New | +$127K | ﹤0.01% | 3216 |
|
|
2014
Q4 | – | Sell |
-37,500
| Closed | -$2K | – | 4351 |
|
|
2014
Q3 | $2K | Buy |
37,500
+27,000
| +257% | +$446K | ﹤0.01% | 3702 |
|
|
2014
Q2 | $18K | Sell |
10,500
-19,500
| -65% | -$272K | ﹤0.01% | 2560 |
|
|
2014
Q1 | $5K | Buy |
+30,000
| New | +$402K | ﹤0.01% | 3106 |
|
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.