Envision Financial Planning’s Tesla TSLA Stock Holding History

Envision 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	$916K	Sell	2,178 -135	-6%	-$53.7K	0.3%	34
2026 Q1	$860K	Buy	+2,313	New	+$953K	0.31%	33

Other funds holding TSLA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Envision Financial Planning reduced its Tesla (TSLA) stake by 5.8% in Q2 2026, selling an estimated $53.7K and leaving 2,178 shares worth $916K. The position accounts for 0.3% of the portfolio, ranked #34.

Envision Financial Planning first reported a position in TSLA in Q1 2026 and has held it in 2 quarters since. 4,292 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

Envision Financial Planning held 2,178 shares of Tesla worth $916K as of Q2 2026.
Envision Financial Planning sold 135 Tesla shares in Q2 2026, an estimated $53.7K.
Tesla made up 0.3% of Envision Financial Planning's portfolio in Q2 2026, its #34 holding.
Envision Financial Planning first reported a position in Tesla in Q1 2026 and has held it in 2 quarters since.
4,292 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Envision Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.