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Financial Planning Hawaii’s Tesla TSLA Stock Holding History

Financial Planning Hawaii’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 		$686K Sell
1,632
-16
-1% -$6.36K 0.37% 66
2026
Q1 		$613K Hold
1,648
– – 0.36% 70
2025
Q4 		$741K Buy
+1,648
New +$731K 0.43% 60

Other funds holding TSLA

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Financial Planning Hawaii's TSLA Position: Q2 2026 in Review

Financial Planning Hawaii reduced its Tesla (TSLA) stake by 0.97% in Q2 2026, selling an estimated $6.36K and leaving 1,632 shares worth $686K. The position accounts for 0.37% of the portfolio, ranked #66.

Financial Planning Hawaii first reported a position in TSLA in Q4 2025 and has held it in 3 quarters since. The position peaked at $741K in Q4 2025. 2,680 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Financial Planning Hawaii held 1,632 shares of Tesla worth $686K as of Q2 2026.
  • Financial Planning Hawaii sold 16 Tesla shares in Q2 2026, an estimated $6.36K.
  • Tesla made up 0.37% of Financial Planning Hawaii's portfolio in Q2 2026, its #66 holding.
  • Financial Planning Hawaii first reported a position in Tesla in Q4 2025 and has held it in 3 quarters since.
  • Financial Planning Hawaii's Tesla position peaked at $741K in Q4 2025.
  • 2,680 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Financial Planning Hawaii's 13F filing for Q2 2026, filed 23 Jul 2026.