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MPS Loria Financial Planners’s Tesla TSLA Stock Holding History

MPS Loria Financial Planners’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 		$491K Sell
1,322
-8
-0.6% -$3.3K 0.13% 50
2025
Q4 		$598K Buy
1,330
+5
+0.4% +$2.22K 0.15% 41
2025
Q3 		$589K Buy
1,325
+10
+0.8% +$3.47K 0.16% 40
2025
Q2 		$418K Sell
1,315
-219
-14% -$66K 0.12% 52
2025
Q1 		$398K Buy
1,534
+93
+6% +$31K 0.12% 52
2024
Q4 		$582K Buy
1,441
+17
+1% +$5.47K 0.17% 36
2024
Q3 		$373K Buy
1,424
+1
+0.1% +$228 0.11% 55
2024
Q2 		$282K Sell
1,423
-9
-0.6% -$1.57K 0.09% 64
2024
Q1 		$252K Buy
1,432
+21
+1% +$4.1K 0.08% 69
2023
Q4 		$351K Sell
1,411
-20
-1% -$4.75K 0.12% 51
2023
Q3 		$358K Buy
1,431
+42
+3% +$10.8K 0.14% 46
2023
Q2 		$364K Sell
1,389
-38
-3% -$7.6K 0.14% 50
2023
Q1 		$296K Buy
+1,427
New +$249K 0.12% 57
2022
Q4 		– Sell
-1,398
Closed -$371K – 71
2022
Q3 		$371K Buy
1,398
+276
+25% +$77.1K 0.14% 45
2022
Q2 		$251K Sell
1,122
-9
-0.8% -$2.46K 0.11% 60
2022
Q1 		$406K Buy
1,131
+237
+27% +$73.8K 0.17% 49
2021
Q4 		$314K Sell
894
-267
-23% -$89.5K 0.13% 58
2021
Q3 		$300K Buy
1,161
+63
+6% +$14.8K 0.14% 57
2021
Q2 		$249K Buy
1,098
+42
+4% +$9.12K 0.11% 69
2021
Q1 		$235K Buy
1,056
+12
+1% +$3.01K 0.11% 70
2020
Q4 		$254K Buy
1,044
+90
+9% +$15.4K 0.11% 68
2020
Q3 		$136K Buy
954
+54
+6% +$6.38K 0.07% 86
2020
Q2 		$65K Buy
+900
New +$48.7K 0.03% 127

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

MPS Loria Financial Planners's TSLA Position: Q1 2026 in Review

MPS Loria Financial Planners reduced its Tesla (TSLA) stake by 0.6% in Q1 2026, selling an estimated $3.3K and leaving 1,322 shares worth $491K. The position accounts for 0.13% of the portfolio, ranked #50.

MPS Loria Financial Planners first reported a position in TSLA in Q2 2020 and has held it in 23 quarters since. The position peaked at $598K in Q4 2025. 4,175 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

  • MPS Loria Financial Planners held 1,322 shares of Tesla worth $491K as of Q1 2026.
  • MPS Loria Financial Planners sold 8 Tesla shares in Q1 2026, an estimated $3.3K.
  • Tesla made up 0.13% of MPS Loria Financial Planners's portfolio in Q1 2026, its #50 holding.
  • MPS Loria Financial Planners first reported a position in Tesla in Q2 2020 and has held it in 23 quarters since.
  • MPS Loria Financial Planners's Tesla position peaked at $598K in Q4 2025.
  • 4,175 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on MPS Loria Financial Planners's 13F filing for Q1 2026, filed 8 May 2026.