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Lakeshore Financial Planning’s Tesla TSLA Stock Holding History

Lakeshore 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 		$263K Hold
626
– – 0.08% 76
2026
Q1 		$233K Hold
626
– – 0.08% 74
2025
Q4 		$282K Hold
626
– – 0.1% 63
2025
Q3 		$278K Buy
+626
New +$217K 0.1% 60
2025
Q1 		– Sell
-626
Closed -$253K – 83
2024
Q4 		$253K Buy
+626
New +$201K 0.11% 61
2024
Q1 		– Sell
-923
Closed -$229K – 69
2023
Q4 		$229K Hold
923
– – 0.13% 51
2023
Q3 		$231K Buy
+923
New +$237K 0.13% 54

Other funds holding TSLA

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

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

Lakeshore Financial Planning held its Tesla (TSLA) position steady in Q2 2026 at 626 shares worth $263K. The position accounts for 0.08% of the portfolio, ranked #76.

Lakeshore Financial Planning first reported a position in TSLA in Q3 2023 and has held it in 7 quarters since. The position peaked at $282K in Q4 2025. 2,101 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Lakeshore Financial Planning held 626 shares of Tesla worth $263K as of Q2 2026.
  • Lakeshore Financial Planning left its Tesla share count unchanged in Q2 2026.
  • Tesla made up 0.08% of Lakeshore Financial Planning's portfolio in Q2 2026, its #76 holding.
  • Lakeshore Financial Planning first reported a position in Tesla in Q3 2023 and has held it in 7 quarters since.
  • Lakeshore Financial Planning's Tesla position peaked at $282K in Q4 2025.
  • 2,101 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

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