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Intrepid Financial Planning Group’s Tesla TSLA Stock Holding History

Intrepid Financial Planning Group’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 		$470K Hold
1,118
– – 0.16% 87
2026
Q1 		$416K Hold
1,118
– – 0.17% 84
2025
Q4 		$503K Sell
1,118
-35
-3% -$15.5K 0.19% 73
2025
Q3 		$513K Buy
1,153
+35
+3% +$12.1K 0.2% 73
2025
Q2 		$355K Buy
1,118
+35
+3% +$10.5K 0.15% 85
2025
Q1 		$281K Sell
1,083
-70
-6% -$23.3K 0.13% 96
2024
Q4 		$466K Sell
1,153
-69
-6% -$22.2K 0.2% 76
2024
Q3 		$320K Buy
1,222
+94
+8% +$21.4K 0.14% 91
2024
Q2 		$223K Buy
+1,128
New +$197K 0.1% 110
2024
Q1 		– Sell
-1,122
Closed -$279K – 133
2023
Q4 		$279K Hold
1,122
– – 0.13% 95
2023
Q3 		$281K Hold
1,122
– – 0.15% 87
2023
Q2 		$294K Buy
1,122
+50
+5% +$10K 0.14% 90
2023
Q1 		$222K Buy
+1,072
New +$187K 0.11% 99
2022
Q4 		– Sell
-822
Closed -$218K – 122
2022
Q3 		$218K Buy
+822
New +$230K 0.12% 90

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 $3.37T AUM 44.26% 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

Intrepid Financial Planning Group's TSLA Position: Q2 2026 in Review

Intrepid Financial Planning Group held its Tesla (TSLA) position steady in Q2 2026 at 1,118 shares worth $470K. The position accounts for 0.16% of the portfolio, ranked #87.

Intrepid Financial Planning Group first reported a position in TSLA in Q3 2022 and has held it in 14 quarters since. The position peaked at $513K in Q3 2025. 4,308 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Intrepid Financial Planning Group held 1,118 shares of Tesla worth $470K as of Q2 2026.
  • Intrepid Financial Planning Group left its Tesla share count unchanged in Q2 2026.
  • Tesla made up 0.16% of Intrepid Financial Planning Group's portfolio in Q2 2026, its #87 holding.
  • Intrepid Financial Planning Group first reported a position in Tesla in Q3 2022 and has held it in 14 quarters since.
  • Intrepid Financial Planning Group's Tesla position peaked at $513K in Q3 2025.
  • 4,308 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Intrepid Financial Planning Group's 13F filing for Q2 2026, filed 12 Aug 2026.