Pinnacle Wealth Planning Services
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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
Q3 		$7.96M Buy
22,435
+1,297
+6% +$464K 0.78% 22
2026
Q2 		$8.89M Buy
21,138
+361
+2% +$144K 0.85% 18
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

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Hyperion Asset Management
Hyperion Asset Management Brisbane, Australia $3.66B AUM 10.02% 1-Year Est. Return

Pinnacle Wealth Planning Services's TSLA Position: Q3 2026 in Review

Pinnacle Wealth Planning Services increased its Tesla (TSLA) stake by 6.1% in Q3 2026, buying an estimated $464K and bringing the position to 22,435 shares worth $7.96M. The position accounts for 0.78% of the portfolio, ranked #22.

Pinnacle Wealth Planning Services first reported a position in TSLA in Q2 2020 and has held it in 26 quarters since. The position peaked at $9.14M in Q4 2025. 2,054 funds tracked by Wall St. Rank hold TSLA as of Q3 2026.

  • Pinnacle Wealth Planning Services held 22,435 shares of Tesla worth $7.96M as of Q3 2026.
  • Pinnacle Wealth Planning Services bought 1,297 Tesla shares in Q3 2026, an estimated $464K.
  • Tesla made up 0.78% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #22 holding.
  • Pinnacle Wealth Planning Services first reported a position in Tesla in Q2 2020 and has held it in 26 quarters since.
  • Pinnacle Wealth Planning Services's Tesla position peaked at $9.14M in Q4 2025.
  • 2,054 funds tracked by Wall St. Rank held Tesla as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.