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Estate Planners Group’s Tesla TSLA Stock Holding History

Estate Planners Group’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 		$224K Sell
533
-6
-1% -$2.39K 0.1% 61
2026
Q1 		$200K Buy
539
+25
+5% +$10.3K 0.1% 72
2025
Q4 		$231K Buy
+514
New +$228K 0.1% 67

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

Estate Planners Group's TSLA Position: Q2 2026 in Review

Estate Planners Group reduced its Tesla (TSLA) stake by 1.1% in Q2 2026, selling an estimated $2.39K and leaving 533 shares worth $224K. The position accounts for 0.1% of the portfolio, ranked #61.

Estate Planners Group first reported a position in TSLA in Q4 2025 and has held it in 3 quarters since. The position peaked at $231K in Q4 2025. 4,272 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Estate Planners Group held 533 shares of Tesla worth $224K as of Q2 2026.
  • Estate Planners Group sold 6 Tesla shares in Q2 2026, an estimated $2.39K.
  • Tesla made up 0.1% of Estate Planners Group's portfolio in Q2 2026, its #61 holding.
  • Estate Planners Group first reported a position in Tesla in Q4 2025 and has held it in 3 quarters since.
  • Estate Planners Group's Tesla position peaked at $231K in Q4 2025.
  • 4,272 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Estate Planners Group's 13F filing for Q2 2026, filed 13 Aug 2026.