Phillips Wealth Planners’s Tesla TSLA Stock Holding History

Phillips Wealth 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	$865K	Sell	1,943 -2	-0.1%	-$824	0.65%	43
2025 Q4	$839K	Sell	1,945 -8	-0.4%	-$3.55K	0.67%	45
2025 Q3	$885K	Hold	1,953	–	–	0.74%	37
2025 Q2	$582K	Buy	1,953 +17	+0.9%	+$5.12K	0.53%	65
2025 Q1	$488K	Sell	1,936 -12	-0.6%	-$4K	0.52%	65
2024 Q4	$769K	Buy	1,948 +12	+0.6%	+$3.86K	0.77%	32
2024 Q3	$428K	Buy	1,936 +37	+2%	+$8.44K	0.41%	80
2024 Q2	$500K	Buy	1,899 +40	+2%	+$6.99K	0.53%	64
2024 Q1	$292K	Sell	1,859 -27	-1%	-$5.28K	0.34%	113
2023 Q4	$400K	Sell	1,886 -25	-1%	-$5.94K	0.48%	69
2023 Q3	$421K	Buy	1,911 +5	+0.3%	+$1.28K	0.57%	59
2023 Q2	$499K	Buy	1,906 +3	+0.2%	+$600	0.65%	51
2023 Q1	$308K	Buy	1,903 +14	+0.7%	+$2.44K	0.41%	91
2022 Q4	$368K	Buy	+1,889	New	+$358K	0.64%	58

Other funds holding TSLA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Phillips Wealth Planners's TSLA Position: Q1 2026 in Review

Phillips Wealth Planners reduced its Tesla (TSLA) stake by 0.1% in Q1 2026, selling an estimated $824 and leaving 1,943 shares worth $865K. The position accounts for 0.65% of the portfolio, ranked #43.

Phillips Wealth Planners first reported a position in TSLA in Q4 2022 and has held it in 14 quarters since. The position peaked at $885K in Q3 2025. 4,174 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

Phillips Wealth Planners held 1,943 shares of Tesla worth $865K as of Q1 2026.
Phillips Wealth Planners sold 2 Tesla shares in Q1 2026, an estimated $824.
Tesla made up 0.65% of Phillips Wealth Planners's portfolio in Q1 2026, its #43 holding.
Phillips Wealth Planners first reported a position in Tesla in Q4 2022 and has held it in 14 quarters since.
Phillips Wealth Planners's Tesla position peaked at $885K in Q3 2025.
4,174 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Phillips Wealth Planners's 13F filing for Q1 2026, filed 14 May 2026.