Partners in Financial Planning’s Tesla TSLA Stock Holding History

Partners in 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 Q2	$1.29M	Hold	3,066	–	–	0.2%	44
2026 Q1	$1.14M	Buy	3,066 +5	+0.2%	+$2.06K	0.19%	47
2025 Q4	$1.38M	Hold	3,061	–	–	0.23%	40
2025 Q3	$1.36M	Hold	3,061	–	–	0.24%	41
2025 Q2	$972K	Buy	+3,061	New	+$922K	0.18%	47
2025 Q1	–	Sell	-750	Closed	-$303K	–	109
2024 Q4	$303K	Buy	+750	New	+$241K	0.06%	84
2024 Q1	–	Sell	-1,191	Closed	-$296K	–	105
2023 Q4	$296K	Hold	1,191	–	–	0.07%	81
2023 Q3	$298K	Hold	1,191	–	–	0.08%	79
2023 Q2	$312K	Sell	1,191 -9	-0.8%	-$1.8K	0.08%	75
2023 Q1	$249K	Buy	+1,200	New	+$209K	0.07%	84
2022 Q4	–	Sell	-1,200	Closed	-$216K	–	94
2022 Q3	$216K	Sell	1,200 -2,400	-67%	-$670K	0.06%	87
2022 Q2	$360K	Buy	3,600 +2,400	+200%	+$655K	0.11%	65
2022 Q1	$402K	Hold	1,200	–	–	0.13%	58
2021 Q4	$344K	Hold	1,200	–	–	0.11%	65
2021 Q3	$310K	Hold	1,200	–	–	0.1%	69
2021 Q2	$272K	Buy	+1,200	New	+$261K	0.09%	75

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

Partners in Financial Planning's TSLA Position: Q2 2026 in Review

Partners in Financial Planning held its Tesla (TSLA) position steady in Q2 2026 at 3,066 shares worth $1.29M. The position accounts for 0.2% of the portfolio, ranked #44.

Partners in Financial Planning first reported a position in TSLA in Q2 2021 and has held it in 16 quarters since. The position peaked at $1.38M in Q4 2025. 4,282 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

Partners in Financial Planning held 3,066 shares of Tesla worth $1.29M as of Q2 2026.
Partners in Financial Planning left its Tesla share count unchanged in Q2 2026.
Tesla made up 0.2% of Partners in Financial Planning's portfolio in Q2 2026, its #44 holding.
Partners in Financial Planning first reported a position in Tesla in Q2 2021 and has held it in 16 quarters since.
Partners in Financial Planning's Tesla position peaked at $1.38M in Q4 2025.
4,282 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Partners in Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.