FP
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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
Q3 		$2.67M Hold
7,536
– – 0.69% 22
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

SDH
Sloy Dahl & Holst Vancouver, Washington $693M AUM 4.8% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
NAH
Neumann Advisory (HK) Central, Hong Kong $314M AUM 9.99% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
US
UNICOM Systems Las Vegas, Nevada $1.46B AUM 70.54% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
AF
Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return

Fiduciary Planning's TSLA Position: Q3 2026 in Review

Fiduciary Planning held its Tesla (TSLA) position steady in Q3 2026 at 7,536 shares worth $2.67M. The position accounts for 0.69% of the portfolio, ranked #22.

Fiduciary Planning first reported a position in TSLA in Q3 2020 and has held it in 13 quarters since. The position peaked at $3.43M in Q4 2025. 514 funds tracked by Wall St. Rank hold TSLA as of Q3 2026.

  • Fiduciary Planning held 7,536 shares of Tesla worth $2.67M as of Q3 2026.
  • Fiduciary Planning left its Tesla share count unchanged in Q3 2026.
  • Tesla made up 0.69% of Fiduciary Planning's portfolio in Q3 2026, its #22 holding.
  • Fiduciary Planning first reported a position in Tesla in Q3 2020 and has held it in 13 quarters since.
  • Fiduciary Planning's Tesla position peaked at $3.43M in Q4 2025.
  • 514 funds tracked by Wall St. Rank held Tesla as of Q3 2026.

Based on Fiduciary Planning's 13F filing for Q3 2026, filed 14 Oct 2026.