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Meredith Wealth Planning’s Tesla TSLA Stock Holding History

Meredith Wealth 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
Q2 		$1.33M Sell
3,173
-45
-1% -$17.9K 0.32% 31
2026
Q1 		$1.2M Buy
3,218
+45
+1% +$18.5K 0.32% 30
2025
Q4 		$1.43M Sell
3,173
-31
-1% -$13.7K 0.42% 26
2025
Q3 		$1.42M Buy
+3,204
New +$1.11M 0.45% 25

Other funds holding TSLA

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Common Retirement Fund
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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Meredith Wealth Planning's TSLA Position: Q2 2026 in Review

Meredith Wealth Planning reduced its Tesla (TSLA) stake by 1.4% in Q2 2026, selling an estimated $17.9K and leaving 3,173 shares worth $1.33M. The position accounts for 0.32% of the portfolio, ranked #31.

Meredith Wealth Planning first reported a position in TSLA in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.43M in Q4 2025. 2,101 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Meredith Wealth Planning held 3,173 shares of Tesla worth $1.33M as of Q2 2026.
  • Meredith Wealth Planning sold 45 Tesla shares in Q2 2026, an estimated $17.9K.
  • Tesla made up 0.32% of Meredith Wealth Planning's portfolio in Q2 2026, its #31 holding.
  • Meredith Wealth Planning first reported a position in Tesla in Q3 2025 and has held it in 4 quarters since.
  • Meredith Wealth Planning's Tesla position peaked at $1.43M in Q4 2025.
  • 2,101 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Meredith Wealth Planning's 13F filing for Q2 2026, filed 24 Jul 2026.