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Pinnacle Wealth Planning Services’s Tesla TSLA Stock Holding History

Pinnacle Wealth Planning Services’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 		$7.72M Buy
20,777
+443
+2% +$182K 0.8% 19
2025
Q4 		$9.14M Sell
20,334
-156
-0.8% -$69.2K 0.95% 15
2025
Q3 		$9.11M Buy
20,490
+1,708
+9% +$592K 1.07% 15
2025
Q2 		$5.97M Buy
18,782
+1,730
+10% +$521K 0.78% 18
2025
Q1 		$4.42M Buy
17,052
+2,216
+15% +$739K 0.66% 24
2024
Q4 		$5.99M Sell
14,836
-3,382
-19% -$1.09M 0.9% 16
2024
Q3 		$4.77M Buy
18,218
+220
+1% +$50.2K 0.65% 20
2024
Q2 		$3.56M Buy
17,998
+1,846
+11% +$323K 0.51% 31
2024
Q1 		$2.84M Sell
16,152
-905
-5% -$177K 0.42% 40
2023
Q4 		$4.24M Buy
17,057
+567
+3% +$135K 0.67% 19
2023
Q3 		$4.13M Buy
16,490
+252
+2% +$64.7K 0.68% 19
2023
Q2 		$4.25M Sell
16,238
-689
-4% -$138K 0.69% 17
2023
Q1 		$3.51M Buy
16,927
+7,590
+81% +$1.32M 0.58% 24
2022
Q4 		$1.15M Sell
9,337
-6,558
-41% -$1.24M 0.2% 74
2022
Q3 		$4.22M Buy
15,895
+3,739
+31% +$1.04M 0.78% 23
2022
Q2 		$2.73M Buy
12,156
+303
+3% +$82.7K 0.49% 34
2022
Q1 		$4.26M Buy
11,853
+675
+6% +$210K 0.78% 21
2021
Q4 		$3.94M Buy
11,178
+108
+1% +$36.2K 0.77% 23
2021
Q3 		$2.86M Buy
11,070
+669
+6% +$157K 0.63% 30
2021
Q2 		$2.36M Buy
10,401
+894
+9% +$194K 0.55% 36
2021
Q1 		$2.12M Buy
9,507
+1,311
+16% +$329K 0.54% 36
2020
Q4 		$1.93M Buy
8,196
+4,437
+118% +$757K 0.46% 33
2020
Q3 		$537K Buy
3,759
+564
+18% +$66.6K 0.18% 90
2020
Q2 		$230K Buy
+3,195
New +$173K 0.07% 198

Other funds holding TSLA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Pinnacle Wealth Planning Services's TSLA Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Tesla (TSLA) stake by 2.2% in Q1 2026, buying an estimated $182K and bringing the position to 20,777 shares worth $7.72M. The position accounts for 0.8% of the portfolio, ranked #19.

Pinnacle Wealth Planning Services first reported a position in TSLA in Q2 2020 and has held it in 24 quarters since. The position peaked at $9.14M in Q4 2025. 4,177 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

  • Pinnacle Wealth Planning Services held 20,777 shares of Tesla worth $7.72M as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 443 Tesla shares in Q1 2026, an estimated $182K.
  • Tesla made up 0.8% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #19 holding.
  • Pinnacle Wealth Planning Services first reported a position in Tesla in Q2 2020 and has held it in 24 quarters since.
  • Pinnacle Wealth Planning Services's Tesla position peaked at $9.14M in Q4 2025.
  • 4,177 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.