Creative Planning’s Tesla TSLA Stock Holding History

Creative Planning’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
2025 Q4	–	Sell	-3,200	Closed	-$37.3K	–	4109
2025 Q3	$37.3K	Buy	3,200 +3,000	+1,500%	+$1.04M	﹤0.01%	3779
2025 Q2	$4.36K	Buy	+200	New	+$60.3K	﹤0.01%	3647
2025 Q1	–	Sell	-49,300	Closed	-$9.61K	–	3721
2024 Q4	$9.61K	Buy	+49,300	New	+$15.9M	﹤0.01%	3386
2024 Q3	–	Sell	-53,700	Closed	-$389K	–	3312
2024 Q2	$389K	Buy	53,700 +4,400	+9%	+$769K	﹤0.01%	2152
2024 Q1	$1.14M	Sell	49,300 -8,500	-15%	-$1.66M	﹤0.01%	1253
2023 Q4	$135K	Sell	57,800 -30,900	-35%	-$7.34M	﹤0.01%	2530
2023 Q3	$311K	Sell	88,700 -50,000	-36%	-$12.8M	﹤0.01%	1913
2023 Q2	$955K	Buy	138,700 +1,000	+0.7%	+$200K	﹤0.01%	1152
2023 Q1	$3.1M	Sell	137,700 -61,100	-31%	-$10.7M	﹤0.01%	634
2022 Q4	$19.1M	Sell	198,800 -23,800	-11%	-$4.51M	0.03%	222
2022 Q3	$7.78M	Sell	222,600 -13,200	-6%	-$3.69M	0.01%	350
2022 Q2	$14.8M	Sell	235,800 -9,000	-4%	-$2.46M	0.02%	245
2022 Q1	$1.29M	Buy	+244,800	New	+$76.2M	﹤0.01%	872
2021 Q3	–	Sell	-75,600	Closed	-$417K	–	2226
2021 Q2	$417K	Sell	75,600 -153,900	-67%	-$33.4M	﹤0.01%	1380
2021 Q1	$1.9M	Sell	229,500 -900	-0.4%	-$226K	﹤0.01%	758
2020 Q4	$559K	Sell	230,400 -11,100	-5%	-$1.89M	﹤0.01%	1251
2020 Q3	$666K	Buy	241,500 +138,000	+133%	+$16.3M	﹤0.01%	984
2020 Q2	$98K	Buy	103,500 +84,000	+431%	+$4.54M	﹤0.01%	1667
2020 Q1	$22K	Sell	19,500 -34,500	-64%	-$1.43M	﹤0.01%	1711
2019 Q4	$87K	Buy	54,000 +24,000	+80%	+$521K	﹤0.01%	1766
2019 Q3	$18K	Buy	30,000 +10,500	+54%	+$164K	﹤0.01%	1866
2019 Q2	$11K	Buy	19,500 +7,500	+63%	+$117K	﹤0.01%	1924
2019 Q1	$7K	Sell	12,000 -12,000	-50%	-$241K	﹤0.01%	1905
2018 Q4	$10K	Sell	24,000 -40,500	-63%	-$871K	﹤0.01%	1832
2018 Q3	$35K	Buy	64,500 +19,500	+43%	+$406K	﹤0.01%	1908
2018 Q2	$75K	Buy	45,000 +7,500	+20%	+$152K	﹤0.01%	1814
2018 Q1	$141K	Buy	+37,500	New	+$825K	﹤0.01%	1687
2017 Q3	–	Sell	-7,500	Closed	-$6K	–	3579
2017 Q2	$6K	Sell	7,500 -1,500	-17%	-$33K	﹤0.01%	3927
2017 Q1	$1K	Hold	9,000	–	–	﹤0.01%	4506
2016 Q4	$2K	Sell	9,000 -1,500	-14%	-$19.7K	﹤0.01%	4310
2016 Q3	$17K	Buy	10,500 +3,000	+40%	+$43.3K	﹤0.01%	3171
2016 Q2	$10K	Sell	7,500 -6,000	-44%	-$90.9K	﹤0.01%	3254
2016 Q1	$19K	Buy	13,500 +1,500	+13%	+$19.7K	﹤0.01%	2801
2015 Q4	$7K	Buy	+12,000	New	+$180K	﹤0.01%	3529
2015 Q2	–	Sell	-12,000	Closed	-$31K	–	2874
2015 Q1	$31K	Sell	12,000 -37,500	-76%	-$506K	﹤0.01%	2380
2014 Q4	$28K	Buy	49,500 +6,000	+14%	+$93.8K	﹤0.01%	2413
2014 Q3	$9K	Sell	43,500 -3,000	-6%	-$49.5K	﹤0.01%	3015
2014 Q2	$4K	Buy	46,500 +9,000	+24%	+$126K	﹤0.01%	3328
2014 Q1	$20K	Buy	+37,500	New	+$502K	﹤0.01%	2378

Other funds holding TSLA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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.