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Plancorp LLC’s Tesla TSLA Stock Holding History

Plancorp LLC’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 		$3.85M Buy
9,755
+1,823
+23% +$725K 0.09% 92
2026
Q1 		$2.77M Buy
7,932
+201
+3% +$82.8K 0.08% 91
2025
Q4 		$3.48M Buy
7,731
+81
+1% +$35.9K 0.11% 74
2025
Q3 		$3.4M Sell
7,650
-1,232
-14% -$427K 0.11% 76
2025
Q2 		$2.82M Sell
8,882
-1,040
-10% -$313K 0.1% 90
2025
Q1 		$2.57M Buy
9,922
+117
+1% +$39K 0.1% 87
2024
Q4 		$3.96M Buy
9,805
+394
+4% +$127K 0.16% 50
2024
Q3 		$2.46M Sell
9,411
-9,202
-49% -$2.1M 0.1% 76
2024
Q2 		$3.68M Sell
18,613
-1,397
-7% -$244K 0.16% 52
2024
Q1 		$3.52M Sell
20,010
-1,421
-7% -$278K 0.15% 53
2023
Q4 		$5.33M Buy
21,431
+602
+3% +$143K 0.26% 37
2023
Q3 		$5.21M Buy
20,829
+2,655
+15% +$682K 0.28% 37
2023
Q2 		$4.76M Sell
18,174
-354
-2% -$70.8K 0.26% 37
2023
Q1 		$3.84M Sell
18,528
-1,498
-7% -$261K 0.22% 44
2022
Q4 		$2.47M Buy
20,026
+9,860
+97% +$1.87M 0.15% 53
2022
Q3 		$2.7M Sell
10,166
-460
-4% -$128K 0.18% 49
2022
Q2 		$2.38M Buy
10,626
+222
+2% +$60.6K 0.15% 54
2022
Q1 		$3.74M Sell
10,404
-741
-7% -$231K 0.24% 39
2021
Q4 		$3.93M Buy
11,145
+198
+2% +$66.4K 0.25% 37
2021
Q3 		$2.83M Buy
10,947
+525
+5% +$124K 0.2% 40
2021
Q2 		$2.36M Buy
10,422
+255
+3% +$55.4K 0.19% 50
2021
Q1 		$2.26M Sell
10,167
-99
-1% -$24.9K 0.5% 43
2020
Q4 		$2.42M Sell
10,266
-618
-6% -$105K 0.6% 37
2020
Q3 		$1.56M Buy
10,884
+3,294
+43% +$389K 0.47% 45
2020
Q2 		$546K Buy
7,590
+1,065
+16% +$57.6K 0.16% 95
2020
Q1 		$228K Buy
+6,525
New +$270K 0.09% 147

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

Plancorp LLC's TSLA Position: Q2 2026 in Review

Plancorp LLC increased its Tesla (TSLA) stake by 23% in Q2 2026, buying an estimated $725K and bringing the position to 9,755 shares worth $3.85M. The position accounts for 0.09% of the portfolio, ranked #92.

Plancorp LLC first reported a position in TSLA in Q1 2020 and has held it in 26 quarters since. The position peaked at $5.33M in Q4 2023. 4,273 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Plancorp LLC held 9,755 shares of Tesla worth $3.85M as of Q2 2026.
  • Plancorp LLC bought 1,823 Tesla shares in Q2 2026, an estimated $725K.
  • Tesla made up 0.09% of Plancorp LLC's portfolio in Q2 2026, its #92 holding.
  • Plancorp LLC first reported a position in Tesla in Q1 2020 and has held it in 26 quarters since.
  • Plancorp LLC's Tesla position peaked at $5.33M in Q4 2023.
  • 4,273 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Plancorp LLC's 13F filing for Q2 2026, filed 14 Jul 2026.