PAW
TSLA icon

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
Q3 		$305K Sell
860
-186
-18% -$66.6K 0.11% 131
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

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
NAH
Neumann Advisory (HK) Central, Hong Kong $314M AUM 9.99% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
S
Systrade Vaduz, Liechtenstein $197M AUM 31.1% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Plan A Wealth's TSLA Position: Q3 2026 in Review

Plan A Wealth reduced its Tesla (TSLA) stake by 18% in Q3 2026, selling an estimated $66.6K and leaving 860 shares worth $305K. The position accounts for 0.11% of the portfolio, ranked #131.

Plan A Wealth first reported a position in TSLA in Q4 2024 and has held it in 8 quarters since. The position peaked at $550K in Q4 2024. 230 funds tracked by Wall St. Rank hold TSLA as of Q3 2026.

  • Plan A Wealth held 860 shares of Tesla worth $305K as of Q3 2026.
  • Plan A Wealth sold 186 Tesla shares in Q3 2026, an estimated $66.6K.
  • Tesla made up 0.11% of Plan A Wealth's portfolio in Q3 2026, its #131 holding.
  • Plan A Wealth first reported a position in Tesla in Q4 2024 and has held it in 8 quarters since.
  • Plan A Wealth's Tesla position peaked at $550K in Q4 2024.
  • 230 funds tracked by Wall St. Rank held Tesla as of Q3 2026.

Based on Plan A Wealth's 13F filing for Q3 2026, filed 8 Oct 2026.