Planned Solutions’s Tesla TSLA Stock Holding History

Planned Solutions’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	$418K	Buy	994 +24	+2%	+$9.54K	0.12%	87
2026 Q1	$361K	Sell	970 -10	-1%	-$4.12K	0.12%	86
2025 Q4	$441K	Buy	980 +13	+1%	+$5.76K	0.14%	76
2025 Q3	$430K	Hold	967	–	–	0.15%	76
2025 Q2	$307K	Sell	967 -120	-11%	-$36.2K	0.12%	88
2025 Q1	$282K	Buy	1,087 +163	+18%	+$54.3K	0.11%	90
2024 Q4	$373K	Sell	924 -79	-8%	-$25.4K	0.15%	65
2024 Q3	$262K	Buy	+1,003	New	+$229K	0.11%	87
2024 Q1	–	Sell	-541	Closed	-$134K	–	507
2023 Q4	$134K	Buy	+541	New	+$129K	0.06%	137
2021 Q1	–	Sell	-399	Closed	-$94K	–	376
2020 Q4	$94K	Hold	399	–	–	0.08%	107
2020 Q3	$57K	Buy	+399	New	+$47.1K	0.06%	132

Other funds holding TSLA

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

HAM

Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

NAH

Neumann Advisory (HK) Central, Hong Kong $356M AUM 37.48% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

ZCI

Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Planned Solutions's TSLA Position: Q2 2026 in Review

Planned Solutions increased its Tesla (TSLA) stake by 2.5% in Q2 2026, buying an estimated $9.54K and bringing the position to 994 shares worth $418K. The position accounts for 0.12% of the portfolio, ranked #87.

Planned Solutions first reported a position in TSLA in Q3 2020 and has held it in 11 quarters since. The position peaked at $441K in Q4 2025. 781 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

Planned Solutions held 994 shares of Tesla worth $418K as of Q2 2026.
Planned Solutions bought 24 Tesla shares in Q2 2026, an estimated $9.54K.
Tesla made up 0.12% of Planned Solutions's portfolio in Q2 2026, its #87 holding.
Planned Solutions first reported a position in Tesla in Q3 2020 and has held it in 11 quarters since.
Planned Solutions's Tesla position peaked at $441K in Q4 2025.
781 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Planned Solutions's 13F filing for Q2 2026, filed 13 Jul 2026.