Essential Planning’s Tesla TSLA Stock Holding History

Essential 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 Q1	–	Sell	-1,313	Closed	-$445K	–	275
2024 Q4	$445K	Buy	+1,313	New	+$422K	﹤0.01%	272

Other funds holding TSLA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Essential Planning's TSLA Position: Q1 2025 in Review

Essential Planning sold out of Tesla (TSLA) in Q1 2025, closing a stake of 1,313 shares — an estimated $445K sold.

Essential Planning first reported a position in TSLA in Q4 2024 and held it in 1 quarter. The position peaked at $445K in Q4 2024. 3,564 funds tracked by Wall St. Rank hold TSLA as of Q1 2025.

Essential Planning reported no remaining Tesla position as of Q1 2025 after selling out during the quarter.
Essential Planning sold 1,313 Tesla shares in Q1 2025, an estimated $445K.
Essential Planning first reported a position in Tesla in Q4 2024 and held it in 1 quarter.
Essential Planning's Tesla position peaked at $445K in Q4 2024.
3,564 funds tracked by Wall St. Rank held Tesla as of Q1 2025.

Based on Essential Planning's 13F filing for Q1 2025, filed 8 May 2025.