Fiduciary Planning’s Tesla TSLA Stock Holding History

Fiduciary 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	$3.17M	Hold	7,536	–	–	0.83%	22
2026 Q1	$2.8M	Sell	7,536 -84	-1%	-$34.6K	0.85%	24
2025 Q4	$3.43M	Buy	7,620 +65	+0.9%	+$28.8K	1.04%	21
2025 Q3	$3.36M	Buy	7,555 +853	+13%	+$296K	1.03%	21
2025 Q2	$2.13M	Sell	6,702 -221	-3%	-$66.6K	0.7%	25
2025 Q1	$1.79M	Buy	6,923 +1,454	+27%	+$485K	0.59%	27
2024 Q4	$2.21M	Buy	5,469 +4,668	+583%	+$1.5M	0.72%	26
2024 Q3	$210K	Buy	+801	New	+$183K	0.07%	61
2021 Q4	–	Sell	-2,973	Closed	-$769K	–	64
2021 Q3	$769K	Buy	+2,973	New	+$700K	0.41%	40
2021 Q2	–	Sell	-363	Closed	-$81K	–	241
2021 Q1	$81K	Sell	363 -24	-6%	-$6.03K	0.12%	59
2020 Q4	$91K	Buy	387 +252	+187%	+$43K	0.13%	63
2020 Q3	$19K	Buy	+135	New	+$15.9K	0.03%	89

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

Fiduciary Planning's TSLA Position: Q2 2026 in Review

Fiduciary Planning held its Tesla (TSLA) position steady in Q2 2026 at 7,536 shares worth $3.17M. The position accounts for 0.83% of the portfolio, ranked #22.

Fiduciary Planning first reported a position in TSLA in Q3 2020 and has held it in 12 quarters since. The position peaked at $3.43M in Q4 2025. 4,286 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

Fiduciary Planning held 7,536 shares of Tesla worth $3.17M as of Q2 2026.
Fiduciary Planning left its Tesla share count unchanged in Q2 2026.
Tesla made up 0.83% of Fiduciary Planning's portfolio in Q2 2026, its #22 holding.
Fiduciary Planning first reported a position in Tesla in Q3 2020 and has held it in 12 quarters since.
Fiduciary Planning's Tesla position peaked at $3.43M in Q4 2025.
4,286 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Fiduciary Planning's 13F filing for Q2 2026, filed 31 Jul 2026.