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Investment Planning Advisors’s Tesla TSLA Stock Holding History

Investment Planning Advisors’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 		$690K Buy
1,642
+13
+0.8% +$5.17K 0.16% 56
2026
Q1 		$606K Sell
1,629
-48
-3% -$19.8K 0.17% 60
2025
Q4 		$754K Buy
1,677
+452
+37% +$200K 0.22% 45
2025
Q3 		$545K Buy
1,225
+69
+6% +$23.9K 0.17% 54
2025
Q2 		$367K Sell
1,156
-216
-16% -$65.1K 0.13% 61
2025
Q1 		$356K Buy
1,372
+125
+10% +$41.7K 0.14% 56
2024
Q4 		$504K Buy
+1,247
New +$401K 0.22% 46

Other funds holding TSLA

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
HAM
Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
NAH
Neumann Advisory (HK) Central, Hong Kong $356M AUM 37.48% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Investment Planning Advisors's TSLA Position: Q2 2026 in Review

Investment Planning Advisors increased its Tesla (TSLA) stake by 0.8% in Q2 2026, buying an estimated $5.17K and bringing the position to 1,642 shares worth $690K. The position accounts for 0.16% of the portfolio, ranked #56.

Investment Planning Advisors first reported a position in TSLA in Q4 2024 and has held it in 7 quarters since. The position peaked at $754K in Q4 2025. 1,293 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Investment Planning Advisors held 1,642 shares of Tesla worth $690K as of Q2 2026.
  • Investment Planning Advisors bought 13 Tesla shares in Q2 2026, an estimated $5.17K.
  • Tesla made up 0.16% of Investment Planning Advisors's portfolio in Q2 2026, its #56 holding.
  • Investment Planning Advisors first reported a position in Tesla in Q4 2024 and has held it in 7 quarters since.
  • Investment Planning Advisors's Tesla position peaked at $754K in Q4 2025.
  • 1,293 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

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