LEFP
TSLA icon

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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Leading Edge Financial Planning's TSLA Position: Q1 2026 in Review

Leading Edge Financial Planning increased its Tesla (TSLA) stake by 4.3% in Q1 2026, buying an estimated $10.7K and bringing the position to 628 shares worth $233K. The position accounts for 0.05% of the portfolio, ranked #64.

Leading Edge Financial Planning first reported a position in TSLA in Q2 2023 and has held it in 4 quarters since. The position peaked at $271K in Q4 2025. 4,175 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

  • Leading Edge Financial Planning held 628 shares of Tesla worth $233K as of Q1 2026.
  • Leading Edge Financial Planning bought 26 Tesla shares in Q1 2026, an estimated $10.7K.
  • Tesla made up 0.05% of Leading Edge Financial Planning's portfolio in Q1 2026, its #64 holding.
  • Leading Edge Financial Planning first reported a position in Tesla in Q2 2023 and has held it in 4 quarters since.
  • Leading Edge Financial Planning's Tesla position peaked at $271K in Q4 2025.
  • 4,175 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Leading Edge Financial Planning's 13F filing for Q1 2026, filed 12 May 2026.