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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
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
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

Plan Group Financial's TSLA Position: Q1 2026 in Review

Plan Group Financial increased its Tesla (TSLA) stake by 0.27% in Q1 2026, buying an estimated $2.88K and bringing the position to 2,642 shares worth $982K. The position accounts for 0.23% of the portfolio, ranked #93.

Plan Group Financial first reported a position in TSLA in Q3 2023 and has held it in 7 quarters since. The position peaked at $1.19M in Q4 2025. 4,175 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

  • Plan Group Financial held 2,642 shares of Tesla worth $982K as of Q1 2026.
  • Plan Group Financial bought 7 Tesla shares in Q1 2026, an estimated $2.88K.
  • Tesla made up 0.23% of Plan Group Financial's portfolio in Q1 2026, its #93 holding.
  • Plan Group Financial first reported a position in Tesla in Q3 2023 and has held it in 7 quarters since.
  • Plan Group Financial's Tesla position peaked at $1.19M in Q4 2025.
  • 4,175 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Plan Group Financial's 13F filing for Q1 2026, filed 13 Apr 2026.