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Momentum Wealth Planning’s Tesla TSLA Stock Holding History

Momentum 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 		$3.85M Sell
9,156
-1,208
-12% -$480K 2.82% 10
2026
Q1 		$3.85M Buy
10,364
+269
+3% +$111K 3.42% 6
2025
Q4 		$4.54M Buy
10,095
+480
+5% +$213K 3.54% 7
2025
Q3 		$4.28M Sell
9,615
-187
-2% -$64.9K 3.33% 7
2025
Q2 		$3.11M Buy
+9,802
New +$2.95M 2.65% 11

Other funds holding TSLA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Momentum Wealth Planning reduced its Tesla (TSLA) stake by 12% in Q2 2026, selling an estimated $480K and leaving 9,156 shares worth $3.85M. The position accounts for 2.82% of the portfolio, ranked #10.

Momentum Wealth Planning first reported a position in TSLA in Q2 2025 and has held it in 5 quarters since. The position peaked at $4.54M in Q4 2025. 4,273 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Momentum Wealth Planning held 9,156 shares of Tesla worth $3.85M as of Q2 2026.
  • Momentum Wealth Planning sold 1,208 Tesla shares in Q2 2026, an estimated $480K.
  • Tesla made up 2.82% of Momentum Wealth Planning's portfolio in Q2 2026, its #10 holding.
  • Momentum Wealth Planning first reported a position in Tesla in Q2 2025 and has held it in 5 quarters since.
  • Momentum Wealth Planning's Tesla position peaked at $4.54M in Q4 2025.
  • 4,273 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Momentum Wealth Planning's 13F filing for Q2 2026, filed 5 Aug 2026.