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Peak Retirement Planning’s Tesla TSLA Stock Holding History

Peak Retirement 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 		$1.25M Buy
2,962
+821
+38% +$327K 0.2% 84
2026
Q1 		$796K Buy
2,141
+773
+57% +$318K 0.16% 90
2025
Q4 		$615K Buy
1,368
+273
+25% +$121K 0.14% 96
2025
Q3 		$487K Buy
1,095
+317
+41% +$110K 0.14% 92
2025
Q2 		$247K Buy
+778
New +$234K 0.1% 111

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 Retirement Planning's TSLA Position: Q2 2026 in Review

Peak Retirement Planning increased its Tesla (TSLA) stake by 38% in Q2 2026, buying an estimated $327K and bringing the position to 2,962 shares worth $1.25M. The position accounts for 0.2% of the portfolio, ranked #84.

Peak Retirement Planning first reported a position in TSLA in Q2 2025 and has held it in 5 quarters since. 4,282 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Peak Retirement Planning held 2,962 shares of Tesla worth $1.25M as of Q2 2026.
  • Peak Retirement Planning bought 821 Tesla shares in Q2 2026, an estimated $327K.
  • Tesla made up 0.2% of Peak Retirement Planning's portfolio in Q2 2026, its #84 holding.
  • Peak Retirement Planning first reported a position in Tesla in Q2 2025 and has held it in 5 quarters since.
  • 4,282 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Peak Retirement Planning's 13F filing for Q2 2026, filed 10 Aug 2026.