LifePlan Investment Advisors’s Tesla TSLA Stock Holding History

LifePlan Investment Advisors’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	$467K	Sell	1,255 -38	-3%	-$15.7K	0.18%	89
2025 Q4	$581K	Buy	1,293 +196	+18%	+$86.9K	0.24%	77
2025 Q3	$488K	Buy	1,097 +94	+9%	+$32.6K	0.2%	79
2025 Q2	$319K	Buy	1,003 +167	+20%	+$50.3K	0.16%	89
2025 Q1	$217K	Sell	836 -38	-4%	-$12.7K	0.12%	100
2024 Q4	$353K	Buy	874 +105	+14%	+$33.8K	0.22%	74
2024 Q3	$201K	Buy	+769	New	+$175K	0.13%	93
2024 Q1	–	Sell	-1,036	Closed	-$257K	–	87
2023 Q4	$257K	Sell	1,036 -37	-3%	-$8.79K	0.24%	62
2023 Q3	$268K	Sell	1,073 -222	-17%	-$57K	0.29%	53
2023 Q2	$339K	Buy	+1,295	New	+$259K	0.38%	42

Other funds holding TSLA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LifePlan Investment Advisors's TSLA Position: Q1 2026 in Review

LifePlan Investment Advisors reduced its Tesla (TSLA) stake by 2.9% in Q1 2026, selling an estimated $15.7K and leaving 1,255 shares worth $467K. The position accounts for 0.18% of the portfolio, ranked #89.

LifePlan Investment Advisors first reported a position in TSLA in Q2 2023 and has held it in 10 quarters since. The position peaked at $581K in Q4 2025. 4,175 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

LifePlan Investment Advisors held 1,255 shares of Tesla worth $467K as of Q1 2026.
LifePlan Investment Advisors sold 38 Tesla shares in Q1 2026, an estimated $15.7K.
Tesla made up 0.18% of LifePlan Investment Advisors's portfolio in Q1 2026, its #89 holding.
LifePlan Investment Advisors first reported a position in Tesla in Q2 2023 and has held it in 10 quarters since.
LifePlan Investment Advisors's Tesla position peaked at $581K in Q4 2025.
4,175 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on LifePlan Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.