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PDS Planning’s Tesla TSLA Stock Holding History

PDS 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 		$6.9M Buy
16,395
+638
+4% +$254K 0.4% 42
2026
Q1 		$5.86M Buy
15,757
+12
+0.1% +$4.94K 0.39% 43
2025
Q4 		$7.08M Buy
15,745
+136
+0.9% +$60.3K 0.47% 39
2025
Q3 		$6.94M Buy
15,609
+1
+0% +$347 0.48% 38
2025
Q2 		$4.96M Buy
15,608
+1,173
+8% +$353K 0.37% 45
2025
Q1 		$3.74M Buy
14,435
+1,245
+9% +$415K 0.32% 48
2024
Q4 		$5.33M Buy
13,190
+266
+2% +$85.6K 0.47% 39
2024
Q3 		$3.38M Buy
12,924
+1,111
+9% +$253K 0.3% 47
2024
Q2 		$2.34M Sell
11,813
-375
-3% -$65.5K 0.24% 53
2024
Q1 		$2.14M Buy
12,188
+3
+0% +$586 0.23% 58
2023
Q4 		$3.03M Buy
12,185
+529
+5% +$126K 0.34% 42
2023
Q3 		$2.92M Buy
11,656
+1,128
+11% +$290K 0.38% 43
2023
Q2 		$2.76M Buy
10,528
+1,264
+14% +$253K 0.35% 43
2023
Q1 		$1.92M Buy
9,264
+4,400
+90% +$768K 0.27% 50
2022
Q4 		$599K Sell
4,864
-896
-16% -$170K 0.1% 84
2022
Q3 		$1.53M Buy
5,760
+405
+8% +$113K 0.28% 48
2022
Q2 		$1.2M Buy
5,355
+582
+12% +$159K 0.22% 51
2022
Q1 		$1.71M Buy
4,773
+903
+23% +$281K 0.3% 47
2021
Q4 		$1.36M Buy
3,870
+24
+0.6% +$8.05K 0.26% 47
2021
Q3 		$994K Buy
3,846
+417
+12% +$98.1K 0.23% 51
2021
Q2 		$777K Buy
3,429
+849
+33% +$184K 0.19% 63
2021
Q1 		$574K Buy
2,580
+207
+9% +$52K 0.17% 70
2020
Q4 		$558K Buy
2,373
+615
+35% +$105K 0.19% 68
2020
Q3 		$251K Sell
1,758
-4,857
-73% -$573K 0.1% 108
2020
Q2 		$476K Buy
+6,615
New +$358K 0.22% 66
2020
Q1 		– Sell
-7,605
Closed -$212K – 112
2019
Q4 		$212K Buy
+7,605
New +$165K 0.13% 93

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

PDS Planning's TSLA Position: Q2 2026 in Review

PDS Planning increased its Tesla (TSLA) stake by 4% in Q2 2026, buying an estimated $254K and bringing the position to 16,395 shares worth $6.9M. The position accounts for 0.4% of the portfolio, ranked #42.

PDS Planning first reported a position in TSLA in Q4 2019 and has held it in 26 quarters since. The position peaked at $7.08M in Q4 2025. 4,294 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • PDS Planning held 16,395 shares of Tesla worth $6.9M as of Q2 2026.
  • PDS Planning bought 638 Tesla shares in Q2 2026, an estimated $254K.
  • Tesla made up 0.4% of PDS Planning's portfolio in Q2 2026, its #42 holding.
  • PDS Planning first reported a position in Tesla in Q4 2019 and has held it in 26 quarters since.
  • PDS Planning's Tesla position peaked at $7.08M in Q4 2025.
  • 4,294 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

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