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 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 $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase

JP Morgan Chase New York $1.47T 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 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