FPI
TSLA icon

Financial Plan Inc’s Tesla TSLA Stock Holding History

Financial Plan Inc’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 		$1.47M Buy
3,488
+14
+0.4% +$5.57K 0.14% 41
2026
Q1 		$1.29M Sell
3,474
-377
-10% -$155K 0.14% 41
2025
Q4 		$1.73M Buy
+3,851
New +$1.71M 0.2% 36

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 $3.38T AUM 44.17% 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

Financial Plan Inc's TSLA Position: Q2 2026 in Review

Financial Plan Inc increased its Tesla (TSLA) stake by 0.4% in Q2 2026, buying an estimated $5.57K and bringing the position to 3,488 shares worth $1.47M. The position accounts for 0.14% of the portfolio, ranked #41.

Financial Plan Inc first reported a position in TSLA in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.73M in Q4 2025. 4,315 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Financial Plan Inc held 3,488 shares of Tesla worth $1.47M as of Q2 2026.
  • Financial Plan Inc bought 14 Tesla shares in Q2 2026, an estimated $5.57K.
  • Tesla made up 0.14% of Financial Plan Inc's portfolio in Q2 2026, its #41 holding.
  • Financial Plan Inc first reported a position in Tesla in Q4 2025 and has held it in 3 quarters since.
  • Financial Plan Inc's Tesla position peaked at $1.73M in Q4 2025.
  • 4,315 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Financial Plan Inc's 13F filing for Q2 2026, filed 14 Aug 2026.