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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
Q2 		$786K Buy
1,950
+7
+0.4% +$2.78K 0.58% 50
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
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

Phillips Wealth Planners's TSLA Position: Q2 2026 in Review

Phillips Wealth Planners increased its Tesla (TSLA) stake by 0.36% in Q2 2026, buying an estimated $2.78K and bringing the position to 1,950 shares worth $786K. The position accounts for 0.58% of the portfolio, ranked #50.

Phillips Wealth Planners first reported a position in TSLA in Q4 2022 and has held it in 15 quarters since. The position peaked at $885K in Q3 2025. 4,292 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Phillips Wealth Planners held 1,950 shares of Tesla worth $786K as of Q2 2026.
  • Phillips Wealth Planners bought 7 Tesla shares in Q2 2026, an estimated $2.78K.
  • Tesla made up 0.58% of Phillips Wealth Planners's portfolio in Q2 2026, its #50 holding.
  • Phillips Wealth Planners first reported a position in Tesla in Q4 2022 and has held it in 15 quarters since.
  • Phillips Wealth Planners's Tesla position peaked at $885K in Q3 2025.
  • 4,292 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Phillips Wealth Planners's 13F filing for Q2 2026, filed 7 Aug 2026.