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Donalies Financial Planning’s Tesla TSLA Stock Holding History

Donalies 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
2026
Q2 		$526K Hold
1,250
– – 0.39% 54
2026
Q1 		$465K Hold
1,250
– – 0.4% 49
2025
Q4 		$562K Buy
+1,250
New +$554K 0.48% 39

Other funds holding TSLA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Donalies Financial Planning's TSLA Position: Q2 2026 in Review

Donalies Financial Planning held its Tesla (TSLA) position steady in Q2 2026 at 1,250 shares worth $526K. The position accounts for 0.39% of the portfolio, ranked #54.

Donalies Financial Planning first reported a position in TSLA in Q4 2025 and has held it in 3 quarters since. The position peaked at $562K in Q4 2025. 4,282 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Donalies Financial Planning held 1,250 shares of Tesla worth $526K as of Q2 2026.
  • Donalies Financial Planning left its Tesla share count unchanged in Q2 2026.
  • Tesla made up 0.39% of Donalies Financial Planning's portfolio in Q2 2026, its #54 holding.
  • Donalies Financial Planning first reported a position in Tesla in Q4 2025 and has held it in 3 quarters since.
  • Donalies Financial Planning's Tesla position peaked at $562K in Q4 2025.
  • 4,282 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Donalies Financial Planning's 13F filing for Q2 2026, filed 6 Aug 2026.