Plan Group Financial’s Tesla TSLA Stock Holding History

Plan Group Financial’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	$858K	Sell	2,041 -601	-23%	-$239K	0.18%	102
2026 Q1	$982K	Buy	2,642 +7	+0.3%	+$2.88K	0.23%	93
2025 Q4	$1.19M	Buy	2,635 +75	+3%	+$33.2K	0.31%	80
2025 Q3	$1.14M	Sell	2,560 -126	-5%	-$43.7K	0.31%	85
2025 Q2	$853K	Buy	2,686 +1,845	+219%	+$556K	0.28%	87
2025 Q1	$218K	Buy	+841	New	+$280K	0.08%	139
2024 Q1	–	Sell	-832	Closed	-$207K	–	98
2023 Q4	$207K	Sell	832 -67	-7%	-$15.9K	0.18%	66
2023 Q3	$225K	Buy	+899	New	+$231K	0.16%	63

Other funds holding TSLA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Plan Group Financial's TSLA Position: Q2 2026 in Review

Plan Group Financial reduced its Tesla (TSLA) stake by 23% in Q2 2026, selling an estimated $239K and leaving 2,041 shares worth $858K. The position accounts for 0.18% of the portfolio, ranked #102.

Plan Group Financial first reported a position in TSLA in Q3 2023 and has held it in 8 quarters since. The position peaked at $1.19M in Q4 2025. 4,298 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

Plan Group Financial held 2,041 shares of Tesla worth $858K as of Q2 2026.
Plan Group Financial sold 601 Tesla shares in Q2 2026, an estimated $239K.
Tesla made up 0.18% of Plan Group Financial's portfolio in Q2 2026, its #102 holding.
Plan Group Financial first reported a position in Tesla in Q3 2023 and has held it in 8 quarters since.
Plan Group Financial's Tesla position peaked at $1.19M in Q4 2025.
4,298 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Plan Group Financial's 13F filing for Q2 2026, filed 3 Aug 2026.