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Defined Financial Planning’s Tesla TSLA Stock Holding History

Defined Financial 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
Q3 		$442K Buy
1,007
+54
+6% +$18.7K 0.37% 36
2025
Q2 		$296K Sell
953
-30
-3% -$9.04K 0.26% 49
2025
Q1 		$264K Buy
983
+468
+91% +$156K 0.27% 63
2024
Q4 		$208K Buy
+515
New +$166K 0.22% 75

Other funds holding TSLA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Defined Financial Planning's TSLA Position: Q3 2025 in Review

Defined Financial Planning increased its Tesla (TSLA) stake by 5.7% in Q3 2025, buying an estimated $18.7K and bringing the position to 1,007 shares worth $442K. The position accounts for 0.37% of the portfolio, ranked #36.

Defined Financial Planning first reported a position in TSLA in Q4 2024 and has held it in 4 quarters since. 3,973 funds tracked by Wall St. Rank hold TSLA as of Q3 2025.

  • Defined Financial Planning held 1,007 shares of Tesla worth $442K as of Q3 2025.
  • Defined Financial Planning bought 54 Tesla shares in Q3 2025, an estimated $18.7K.
  • Tesla made up 0.37% of Defined Financial Planning's portfolio in Q3 2025, its #36 holding.
  • Defined Financial Planning first reported a position in Tesla in Q4 2024 and has held it in 4 quarters since.
  • 3,973 funds tracked by Wall St. Rank held Tesla as of Q3 2025.

Based on Defined Financial Planning's 13F filing for Q3 2025, filed 15 Oct 2025.