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 Q2	$576K	Buy	1,369 +114	+9%	+$45.3K	0.2%	89
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LifePlan Investment Advisors's TSLA Position: Q2 2026 in Review

LifePlan Investment Advisors increased its Tesla (TSLA) stake by 9.1% in Q2 2026, buying an estimated $45.3K and bringing the position to 1,369 shares worth $576K. The position accounts for 0.2% of the portfolio, ranked #89.

LifePlan Investment Advisors first reported a position in TSLA in Q2 2023 and has held it in 11 quarters since. The position peaked at $581K in Q4 2025. 4,302 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

LifePlan Investment Advisors held 1,369 shares of Tesla worth $576K as of Q2 2026.
LifePlan Investment Advisors bought 114 Tesla shares in Q2 2026, an estimated $45.3K.
Tesla made up 0.2% of LifePlan Investment Advisors's portfolio in Q2 2026, its #89 holding.
LifePlan Investment Advisors first reported a position in Tesla in Q2 2023 and has held it in 11 quarters since.
LifePlan Investment Advisors's Tesla position peaked at $581K in Q4 2025.
4,302 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on LifePlan Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.