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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Intrepid Financial Planning Group's TSLA Position: Q1 2026 in Review

Intrepid Financial Planning Group held its Tesla (TSLA) position steady in Q1 2026 at 1,118 shares worth $416K. The position accounts for 0.17% of the portfolio, ranked #84.

Intrepid Financial Planning Group first reported a position in TSLA in Q3 2022 and has held it in 13 quarters since. The position peaked at $513K in Q3 2025. 4,175 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

Intrepid Financial Planning Group held 1,118 shares of Tesla worth $416K as of Q1 2026.
Intrepid Financial Planning Group left its Tesla share count unchanged in Q1 2026.
Tesla made up 0.17% of Intrepid Financial Planning Group's portfolio in Q1 2026, its #84 holding.
Intrepid Financial Planning Group first reported a position in Tesla in Q3 2022 and has held it in 13 quarters since.
Intrepid Financial Planning Group's Tesla position peaked at $513K in Q3 2025.
4,175 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Intrepid Financial Planning Group's 13F filing for Q1 2026, filed 13 May 2026.