Investments & Financial Planning LLC’s Tesla TSLA Stock Holding History

Investments & Financial Planning LLC’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	$2.08M	Buy	5,582 +25	+0.4%	+$10.3K	1.13%	12
2025 Q4	$2.5M	Hold	5,557	–	–	1.34%	12
2025 Q3	$2.47M	Hold	5,557	–	–	1.34%	11
2025 Q2	$1.77M	Hold	5,557	–	–	1.02%	12
2025 Q1	$1.44M	Buy	5,557 +46	+0.8%	+$15.3K	0.94%	14
2024 Q4	$2.23M	Buy	5,511 +5	+0.1%	+$1.61K	1.37%	11
2024 Q3	$1.44M	Hold	5,506	–	–	0.91%	13
2024 Q2	$1.09M	Buy	5,506 +180	+3%	+$31.5K	0.73%	14
2024 Q1	$936K	Buy	5,326 +720	+16%	+$141K	0.64%	14
2023 Q4	$1.14M	Hold	4,606	–	–	0.86%	13
2023 Q3	$1.15M	Buy	4,606 +3	+0.1%	+$771	1.03%	17
2023 Q2	$1.2M	Sell	4,603 -36	-0.8%	-$7.2K	1.04%	17
2023 Q1	$962K	Buy	4,639 +8	+0.2%	+$1.4K	0.88%	17
2022 Q4	$570K	Buy	+4,631	New	+$877K	0.56%	21
2022 Q2	$927K	Sell	4,131 -114	-3%	-$31.1K	0.96%	16
2022 Q1	$1.52M	Buy	4,245 +96	+2%	+$29.9K	1.33%	13
2021 Q4	$1.25M	Buy	+4,149	New	+$1.39M	1.12%	15

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

Investments & Financial Planning LLC's TSLA Position: Q1 2026 in Review

Investments & Financial Planning LLC increased its Tesla (TSLA) stake by 0.45% in Q1 2026, buying an estimated $10.3K and bringing the position to 5,582 shares worth $2.08M. The position accounts for 1.13% of the portfolio, ranked #12.

Investments & Financial Planning LLC first reported a position in TSLA in Q4 2021 and has held it in 17 quarters since. The position peaked at $2.5M in Q4 2025. 4,177 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

Investments & Financial Planning LLC held 5,582 shares of Tesla worth $2.08M as of Q1 2026.
Investments & Financial Planning LLC bought 25 Tesla shares in Q1 2026, an estimated $10.3K.
Tesla made up 1.13% of Investments & Financial Planning LLC's portfolio in Q1 2026, its #12 holding.
Investments & Financial Planning LLC first reported a position in Tesla in Q4 2021 and has held it in 17 quarters since.
Investments & Financial Planning LLC's Tesla position peaked at $2.5M in Q4 2025.
4,177 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Investments & Financial Planning LLC's 13F filing for Q1 2026, filed 11 May 2026.