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 Q3	$353K	Hold	994	–	–	0.1%	102
2026 Q2	$418K	Buy	994 +24	+2%	+$9.5K	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 $103B AUM 40.17% 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

NAH

Neumann Advisory (HK) Central, Hong Kong $314M AUM 9.99% 1-Year Est. Return

Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return

UNICOM Systems Las Vegas, Nevada $1.46B AUM 70.54% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Planned Solutions's TSLA Position: Q3 2026 in Review

Planned Solutions held its Tesla (TSLA) position steady in Q3 2026 at 994 shares worth $353K. The position accounts for 0.1% of the portfolio, ranked #102.

Planned Solutions first reported a position in TSLA in Q3 2020 and has held it in 12 quarters since. The position peaked at $441K in Q4 2025. 895 funds tracked by Wall St. Rank hold TSLA as of Q3 2026.

Planned Solutions held 994 shares of Tesla worth $353K as of Q3 2026.
Planned Solutions left its Tesla share count unchanged in Q3 2026.
Tesla made up 0.1% of Planned Solutions's portfolio in Q3 2026, its #102 holding.
Planned Solutions first reported a position in Tesla in Q3 2020 and has held it in 12 quarters since.
Planned Solutions's Tesla position peaked at $441K in Q4 2025.
895 funds tracked by Wall St. Rank held Tesla as of Q3 2026.

Based on Planned Solutions's 13F filing for Q3 2026, filed 19 Oct 2026.