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Journey Retirement Planning & Investment Management’s Tesla TSLA Stock Holding History

Journey Retirement Planning & Investment Management’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 		$3.89M Sell
9,243
-257
-3% -$102K 3.03% 4
2026
Q1 		$3.53M Sell
9,500
-27,128
-74% -$11.2M 3.11% 4
2025
Q4 		$16.5M Buy
+36,628
New +$16.2M 3.38% 3

Other funds holding TSLA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Journey Retirement Planning & Investment Management's TSLA Position: Q2 2026 in Review

Journey Retirement Planning & Investment Management reduced its Tesla (TSLA) stake by 2.7% in Q2 2026, selling an estimated $102K and leaving 9,243 shares worth $3.89M. The position accounts for 3.03% of the portfolio, ranked #4.

Journey Retirement Planning & Investment Management first reported a position in TSLA in Q4 2025 and has held it in 3 quarters since. The position peaked at $16.5M in Q4 2025. 2,843 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Journey Retirement Planning & Investment Management held 9,243 shares of Tesla worth $3.89M as of Q2 2026.
  • Journey Retirement Planning & Investment Management sold 257 Tesla shares in Q2 2026, an estimated $102K.
  • Tesla made up 3.03% of Journey Retirement Planning & Investment Management's portfolio in Q2 2026, its #4 holding.
  • Journey Retirement Planning & Investment Management first reported a position in Tesla in Q4 2025 and has held it in 3 quarters since.
  • Journey Retirement Planning & Investment Management's Tesla position peaked at $16.5M in Q4 2025.
  • 2,843 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Journey Retirement Planning & Investment Management's 13F filing for Q2 2026, filed 24 Jul 2026.