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Kerr Financial Planning’s Tesla TSLA Stock Holding History

Kerr Financial Planning’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 		$4.57M Sell
10,875
-635
-6% -$253K 5.1% 2
2026
Q1 		$4.33M Buy
11,510
+58
+0.5% +$23.9K 3.05% 4
2025
Q4 		$4.53M Buy
11,452
+179
+2% +$79.3K 6.12% 1
2025
Q3 		$4.77M Buy
+11,273
New +$3.91M 6.72% 1

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

Kerr Financial Planning's TSLA Position: Q2 2026 in Review

Kerr Financial Planning reduced its Tesla (TSLA) stake by 5.5% in Q2 2026, selling an estimated $253K and leaving 10,875 shares worth $4.57M. The position accounts for 5.1% of the portfolio, ranked #2.

Kerr Financial Planning first reported a position in TSLA in Q3 2025 and has held it in 4 quarters since. The position peaked at $4.77M in Q3 2025. 4,273 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Kerr Financial Planning held 10,875 shares of Tesla worth $4.57M as of Q2 2026.
  • Kerr Financial Planning sold 635 Tesla shares in Q2 2026, an estimated $253K.
  • Tesla made up 5.1% of Kerr Financial Planning's portfolio in Q2 2026, its #2 holding.
  • Kerr Financial Planning first reported a position in Tesla in Q3 2025 and has held it in 4 quarters since.
  • Kerr Financial Planning's Tesla position peaked at $4.77M in Q3 2025.
  • 4,273 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.