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Plan A Wealth’s Tesla TSLA Stock Holding History

Plan A Wealth’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 		$440K Sell
1,046
-1
-0.1% -$398 0.19% 90
2026
Q1 		$389K Sell
1,047
-9
-0.9% -$3.71K 0.19% 92
2025
Q4 		$475K Sell
1,056
-11
-1% -$4.88K 0.23% 75
2025
Q3 		$475K Buy
1,067
+10
+0.9% +$3.47K 0.24% 74
2025
Q2 		$336K Buy
1,057
+163
+18% +$49.1K 0.19% 102
2025
Q1 		$232K Sell
894
-469
-34% -$156K 0.18% 96
2024
Q4 		$550K Buy
+1,363
New +$439K 0.5% 42

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

Plan A Wealth's TSLA Position: Q2 2026 in Review

Plan A Wealth reduced its Tesla (TSLA) stake by 0.1% in Q2 2026, selling an estimated $398 and leaving 1,046 shares worth $440K. The position accounts for 0.19% of the portfolio, ranked #90.

Plan A Wealth first reported a position in TSLA in Q4 2024 and has held it in 7 quarters since. The position peaked at $550K in Q4 2024. 4,273 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Plan A Wealth held 1,046 shares of Tesla worth $440K as of Q2 2026.
  • Plan A Wealth sold 1 Tesla share in Q2 2026, an estimated $398.
  • Tesla made up 0.19% of Plan A Wealth's portfolio in Q2 2026, its #90 holding.
  • Plan A Wealth first reported a position in Tesla in Q4 2024 and has held it in 7 quarters since.
  • Plan A Wealth's Tesla position peaked at $550K in Q4 2024.
  • 4,273 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Plan A Wealth's 13F filing for Q2 2026, filed 14 Jul 2026.