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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
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T 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
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

Financial Plan Inc's TSLA Position: Q1 2026 in Review

Financial Plan Inc reduced its Tesla (TSLA) stake by 9.8% in Q1 2026, selling an estimated $155K and leaving 3,474 shares worth $1.29M. 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 2 quarters since. The position peaked at $1.73M in Q4 2025. 4,186 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

  • Financial Plan Inc held 3,474 shares of Tesla worth $1.29M as of Q1 2026.
  • Financial Plan Inc sold 377 Tesla shares in Q1 2026, an estimated $155K.
  • Tesla made up 0.14% of Financial Plan Inc's portfolio in Q1 2026, its #41 holding.
  • Financial Plan Inc first reported a position in Tesla in Q4 2025 and has held it in 2 quarters since.
  • Financial Plan Inc's Tesla position peaked at $1.73M in Q4 2025.
  • 4,186 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Financial Plan Inc's 13F filing for Q1 2026, filed 27 Apr 2026.