LEFP
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Leading Edge Financial Planning’s Tesla TSLA Stock Holding History

Leading Edge 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 		– Sell
-628
Closed -$233K – 83
2026
Q1 		$233K Buy
628
+26
+4% +$10.7K 0.05% 64
2025
Q4 		$271K Buy
+602
New +$267K 0.06% 56
2023
Q4 		– Sell
-860
Closed -$215K – 72
2023
Q3 		$215K Buy
860
+2
+0.2% +$514 0.14% 62
2023
Q2 		$225K Buy
+858
New +$172K 0.15% 59

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

Leading Edge Financial Planning's TSLA Position: Q2 2026 in Review

Leading Edge Financial Planning sold out of Tesla (TSLA) in Q2 2026, closing a stake of 628 shares — an estimated $233K sold.

Leading Edge Financial Planning first reported a position in TSLA in Q2 2023 and held it in 4 quarters. The position peaked at $271K in Q4 2025. 4,292 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Leading Edge Financial Planning reported no remaining Tesla position as of Q2 2026 after selling out during the quarter.
  • Leading Edge Financial Planning sold 628 Tesla shares in Q2 2026, an estimated $233K.
  • Leading Edge Financial Planning first reported a position in Tesla in Q2 2023 and held it in 4 quarters.
  • Leading Edge Financial Planning's Tesla position peaked at $271K in Q4 2025.
  • 4,292 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Leading Edge Financial Planning's 13F filing for Q2 2026, filed 6 Aug 2026.