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 Q3	$742K	Sell	1,985 -56	-3%	-$20K	0.15%	101
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

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Hyperion Asset Management Brisbane, Australia $3.66B AUM 10.02% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Sloy Dahl & Holst Vancouver, Washington $693M AUM 4.8% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Plan Group Financial's TSLA Position: Q3 2026 in Review

Plan Group Financial reduced its Tesla (TSLA) stake by 2.7% in Q3 2026, selling an estimated $20K and leaving 1,985 shares worth $742K. The position accounts for 0.15% of the portfolio, ranked #101.

Plan Group Financial first reported a position in TSLA in Q3 2023 and has held it in 9 quarters since. The position peaked at $1.19M in Q4 2025. 1,505 funds tracked by Wall St. Rank hold TSLA as of Q3 2026.

Plan Group Financial held 1,985 shares of Tesla worth $742K as of Q3 2026.
Plan Group Financial sold 56 Tesla shares in Q3 2026, an estimated $20K.
Tesla made up 0.15% of Plan Group Financial's portfolio in Q3 2026, its #101 holding.
Plan Group Financial first reported a position in Tesla in Q3 2023 and has held it in 9 quarters since.
Plan Group Financial's Tesla position peaked at $1.19M in Q4 2025.
1,505 funds tracked by Wall St. Rank held Tesla as of Q3 2026.

Based on Plan Group Financial's 13F filing for Q3 2026, filed 22 Oct 2026.