Life Planning Partners’s Tesla TSLA Stock Holding History

Life Planning Partners’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	$277K	Sell	658 -2,144	-77%	-$853K	0.21%	63
2026 Q1	$1.04M	Hold	2,802	–	–	0.8%	32
2025 Q4	$1.26M	Sell	2,802 -343	-11%	-$152K	0.97%	26
2025 Q3	$1.4M	Hold	3,145	–	–	1.02%	26
2025 Q2	$999K	Buy	3,145 +56	+2%	+$16.9K	0.8%	33
2025 Q1	$801K	Hold	3,089	–	–	0.72%	32
2024 Q4	$1.25M	Sell	3,089 -300	-9%	-$96.5K	1.15%	22
2024 Q3	$887K	Hold	3,389	–	–	0.79%	29
2024 Q2	$671K	Buy	3,389 +602	+22%	+$105K	0.61%	36
2024 Q1	$490K	Hold	2,787	–	–	0.49%	40
2023 Q4	$693K	Buy	+2,787	New	+$662K	0.68%	31
2022 Q3	$739K	Hold	2,787	–	–	0.85%	24
2022 Q2	$626K	Hold	2,787	–	–	0.7%	28
2022 Q1	$1M	Hold	2,787	–	–	1.02%	24
2021 Q4	$982K	Buy	+2,787	New	+$935K	0.99%	25

Other funds holding TSLA

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Life Planning Partners's TSLA Position: Q2 2026 in Review

Life Planning Partners reduced its Tesla (TSLA) stake by 77% in Q2 2026, selling an estimated $853K and leaving 658 shares worth $277K. The position accounts for 0.21% of the portfolio, ranked #63.

Life Planning Partners first reported a position in TSLA in Q4 2021 and has held it in 15 quarters since. The position peaked at $1.4M in Q3 2025. 2,498 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

Life Planning Partners held 658 shares of Tesla worth $277K as of Q2 2026.
Life Planning Partners sold 2,144 Tesla shares in Q2 2026, an estimated $853K.
Tesla made up 0.21% of Life Planning Partners's portfolio in Q2 2026, its #63 holding.
Life Planning Partners first reported a position in Tesla in Q4 2021 and has held it in 15 quarters since.
Life Planning Partners's Tesla position peaked at $1.4M in Q3 2025.
2,498 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Life Planning Partners's 13F filing for Q2 2026, filed 22 Jul 2026.