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Peak Planning Group’s Tesla TSLA Stock Holding History

Peak Planning Group’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 		$763K Buy
1,814
+14
+0.8% +$5.57K 0.17% 60
2026
Q1 		$669K Sell
1,800
-40
-2% -$16.5K 0.19% 60
2025
Q4 		$828K Buy
1,840
+1,292
+236% +$573K 0.23% 56
2025
Q3 		$244K Buy
+548
New +$190K 0.13% 80
2025
Q2 		– Sell
-2,606
Closed -$675K – 127
2025
Q1 		$675K Sell
2,606
-754
-22% -$251K 0.28% 59
2024
Q4 		$1.36M Buy
3,360
+65
+2% +$20.9K 0.57% 32
2024
Q3 		$862K Sell
3,295
-853
-21% -$195K 0.38% 51
2024
Q2 		$821K Buy
4,148
+126
+3% +$22K 0.4% 50
2024
Q1 		$707K Sell
4,022
-607
-13% -$119K 0.44% 44
2023
Q4 		$1.15M Sell
4,629
-215
-4% -$51.1K 0.83% 27
2023
Q3 		$1.21M Buy
4,844
+319
+7% +$81.9K 0.95% 25
2023
Q2 		$1.18M Buy
4,525
+285
+7% +$57K 0.88% 24
2023
Q1 		$880K Sell
4,240
-62
-1% -$10.8K 0.71% 34
2022
Q4 		$530K Sell
4,302
-459
-10% -$86.9K 0.47% 47
2022
Q3 		$1.26M Buy
4,761
+324
+7% +$90.5K 1.17% 22
2022
Q2 		$996K Buy
+4,437
New +$1.21M 0.84% 26
2021
Q4 		$1.42M Buy
4,023
+273
+7% +$91.6K 1.05% 21
2021
Q3 		$969K Buy
+3,750
New +$883K 0.83% 28
2021
Q1 		$1.13M Buy
5,076
+576
+13% +$145K 1.1% 20
2020
Q4 		$1.06M Sell
4,500
-975
-18% -$166K 1.2% 18
2020
Q3 		$783K Buy
+5,475
New +$646K 1.1% 19

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

Peak Planning Group's TSLA Position: Q2 2026 in Review

Peak Planning Group increased its Tesla (TSLA) stake by 0.78% in Q2 2026, buying an estimated $5.57K and bringing the position to 1,814 shares worth $763K. The position accounts for 0.17% of the portfolio, ranked #60.

Peak Planning Group first reported a position in TSLA in Q3 2020 and has held it in 21 quarters since. The position peaked at $1.42M in Q4 2021. 4,282 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Peak Planning Group held 1,814 shares of Tesla worth $763K as of Q2 2026.
  • Peak Planning Group bought 14 Tesla shares in Q2 2026, an estimated $5.57K.
  • Tesla made up 0.17% of Peak Planning Group's portfolio in Q2 2026, its #60 holding.
  • Peak Planning Group first reported a position in Tesla in Q3 2020 and has held it in 21 quarters since.
  • Peak Planning Group's Tesla position peaked at $1.42M in Q4 2021.
  • 4,282 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Peak Planning Group's 13F filing for Q2 2026, filed 12 Aug 2026.