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Mark Sheptoff Financial Planning’s Tesla TSLA Stock Holding History

Mark Sheptoff 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 		$3.39M Sell
8,714
-7,329
-46% -$3.02M 1.8% 13
2025
Q4 		$7.21M Sell
16,043
-130
-0.8% -$57.6K 3.44% 8
2025
Q3 		$7.19M Sell
16,173
-570
-3% -$198K 3.44% 7
2025
Q2 		$5.32M Buy
16,743
+6,459
+63% +$1.95M 2.83% 10
2025
Q1 		$2.67M Sell
10,284
-239
-2% -$79.7K 1.47% 16
2024
Q4 		$4.25M Sell
10,523
-71
-0.7% -$22.8K 2.28% 13
2024
Q3 		$2.77M Sell
10,594
-255
-2% -$58.2K 1.47% 14
2024
Q2 		$2.15M Sell
10,849
-840
-7% -$147K 1.2% 16
2024
Q1 		$2.05M Sell
11,689
-501
-4% -$97.9K 1.14% 19
2023
Q4 		$3.03M Buy
12,190
+170
+1% +$40.4K 1.83% 13
2023
Q3 		$3.01M Sell
12,020
-600
-5% -$154K 1.93% 13
2023
Q2 		$3.3M Sell
12,620
-37
-0.3% -$7.4K 1.89% 13
2023
Q1 		$2.63M Buy
12,657
+1,068
+9% +$186K 1.52% 14
2022
Q4 		$1.43M Sell
11,589
-10,997
-49% -$2.08M 0.84% 23
2022
Q3 		$5.99M Buy
22,586
+7,160
+46% +$2M 3.65% 7
2022
Q2 		$3.46M Sell
15,426
-60
-0.4% -$16.4K 1.99% 11
2022
Q1 		$5.56M Sell
15,486
-4,515
-23% -$1.41M 2.8% 10
2021
Q4 		$7.05M Sell
20,001
-1,248
-6% -$419K 3.36% 9
2021
Q3 		$5.49M Hold
21,249
– – 3.02% 9
2021
Q2 		$4.81M Buy
21,249
+45
+0.2% +$9.77K 2.58% 10
2021
Q1 		$4.72M Sell
21,204
-357
-2% -$89.6K 2.71% 10
2020
Q4 		$5.07M Sell
21,561
-330
-2% -$56.3K 2.89% 10
2020
Q3 		$3.13M Sell
21,891
-11,244
-34% -$1.33M 1.93% 11
2020
Q2 		$2.38M Sell
33,135
-1,500
-4% -$81.1K 1.55% 16
2020
Q1 		$1.21M Sell
34,635
-3,150
-8% -$131K 0.91% 28
2019
Q4 		$1.05M Buy
37,785
+15,555
+70% +$337K 0.66% 38
2019
Q3 		$357K Hold
22,230
– – 0.24% 63
2019
Q2 		$331K Sell
22,230
-870
-4% -$13.5K 0.23% 73
2019
Q1 		$431K Hold
23,100
– – 0.31% 61
2018
Q4 		$513K Hold
23,100
– – 0.43% 46
2018
Q3 		$408K Hold
23,100
– – 0.28% 73
2018
Q2 		$528K Hold
23,100
– – 0.39% 59
2018
Q1 		$410K Buy
23,100
+2,250
+11% +$49.5K 0.28% 75
2017
Q4 		$433K Hold
20,850
– – 0.28% 73
2017
Q3 		$474K Sell
20,850
-2,250
-10% -$51.9K 0.32% 65
2017
Q2 		$557K Sell
23,100
-15
-0.1% -$330 0.38% 63
2017
Q1 		$429K Buy
23,115
+15
+0.1% +$254 0.31% 70
2016
Q4 		$329K Hold
23,100
– – 0.24% 78
2016
Q3 		$314K Hold
23,100
– – 0.23% 76
2016
Q2 		$327K Sell
23,100
-15,555
-40% -$236K 0.24% 74
2016
Q1 		$592K Sell
38,655
-2,625
-6% -$34.5K 0.48% 50
2015
Q4 		$661K Sell
41,280
-270
-0.6% -$4.04K 0.54% 52
2015
Q3 		$688K Sell
41,550
-3,000
-7% -$51K 0.6% 45
2015
Q2 		$797K Sell
44,550
-13,500
-23% -$213K 0.64% 47
2015
Q1 		$731K Buy
58,050
+6,000
+12% +$81K 0.61% 45
2014
Q4 		$772K Buy
52,050
+11,250
+28% +$176K 0.68% 45
2014
Q3 		$660K Hold
40,800
– – 0.58% 51
2014
Q2 		$653K Hold
40,800
– – 0.56% 54
2014
Q1 		$567K Buy
+40,800
New +$546K 0.5% 57

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

Mark Sheptoff Financial Planning's TSLA Position: Q1 2026 in Review

Mark Sheptoff Financial Planning reduced its Tesla (TSLA) stake by 46% in Q1 2026, selling an estimated $3.02M and leaving 8,714 shares worth $3.39M. The position accounts for 1.8% of the portfolio, ranked #13.

Mark Sheptoff Financial Planning first reported a position in TSLA in Q1 2014 and has held it in 49 quarters since. The position peaked at $7.21M in Q4 2025. 4,175 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

  • Mark Sheptoff Financial Planning held 8,714 shares of Tesla worth $3.39M as of Q1 2026.
  • Mark Sheptoff Financial Planning sold 7,329 Tesla shares in Q1 2026, an estimated $3.02M.
  • Tesla made up 1.8% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #13 holding.
  • Mark Sheptoff Financial Planning first reported a position in Tesla in Q1 2014 and has held it in 49 quarters since.
  • Mark Sheptoff Financial Planning's Tesla position peaked at $7.21M in Q4 2025.
  • 4,175 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.