FFP
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Frisco Financial Planning’s Tesla TSLA Stock Holding History

Frisco Financial 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 		$143K Hold
404
– – 0.11% 20
2026
Q2 		$170K Hold
404
– – 0.13% 20
2026
Q1 		$150K Hold
404
– – 0.12% 20
2025
Q4 		$182K Hold
404
– – 0.15% 19
2025
Q3 		$180K Buy
+404
New +$140K 0.15% 18

Other funds holding TSLA

CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
DC
Defender Capital Charlotte, North Carolina $319M AUM 12.55% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
BTWM
Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
BHPW
Box Hill Private Wealth Scottsdale, Arizona $138M AUM 23.69% 1-Year Est. Return
BA
Ballew Advisors Jackson, Mississippi $201M AUM 10.31% 1-Year Est. Return

Frisco Financial Planning's TSLA Position: Q3 2026 in Review

Frisco Financial Planning held its Tesla (TSLA) position steady in Q3 2026 at 404 shares worth $143K. The position accounts for 0.11% of the portfolio, ranked #20.

Frisco Financial Planning first reported a position in TSLA in Q3 2025 and has held it in 5 quarters since. The position peaked at $182K in Q4 2025. 36 funds tracked by Wall St. Rank hold TSLA as of Q3 2026.

  • Frisco Financial Planning held 404 shares of Tesla worth $143K as of Q3 2026.
  • Frisco Financial Planning left its Tesla share count unchanged in Q3 2026.
  • Tesla made up 0.11% of Frisco Financial Planning's portfolio in Q3 2026, its #20 holding.
  • Frisco Financial Planning first reported a position in Tesla in Q3 2025 and has held it in 5 quarters since.
  • Frisco Financial Planning's Tesla position peaked at $182K in Q4 2025.
  • 36 funds tracked by Wall St. Rank held Tesla as of Q3 2026.

Based on Frisco Financial Planning's 13F filing for Q3 2026, filed 5 Oct 2026.