EFP
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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
Q1 		$860K Buy
+2,313
New +$953K 0.31% 33

Other funds holding TSLA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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

Envision Financial Planning's TSLA Position: Q1 2026 in Review

Envision Financial Planning opened a new position in Tesla (TSLA) in Q1 2026: 2,313 shares worth $860K. The stake represents 0.31% of the portfolio and ranks #33 among its holdings.

4,174 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

  • Envision Financial Planning held 2,313 shares of Tesla worth $860K as of Q1 2026.
  • Tesla was a new Envision Financial Planning position in Q1 2026.
  • Tesla made up 0.31% of Envision Financial Planning's portfolio in Q1 2026, its #33 holding.
  • 4,174 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Envision Financial Planning's 13F filing for Q1 2026, filed 15 May 2026.