Planning Strategies
TSLA icon

Planning Strategies’s Tesla TSLA Stock Holding History

Planning Strategies’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 		$199K Buy
560
+15
+3% +$5.37K 0.12% 70
2026
Q2 		$229K Buy
+545
New +$217K 0.14% 63

Other funds holding TSLA

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Planning Strategies's TSLA Position: Q3 2026 in Review

Planning Strategies increased its Tesla (TSLA) stake by 2.8% in Q3 2026, buying an estimated $5.37K and bringing the position to 560 shares worth $199K. The position accounts for 0.12% of the portfolio, ranked #70.

Planning Strategies first reported a position in TSLA in Q2 2026 and has held it in 2 quarters since. The position peaked at $229K in Q2 2026. 3,717 funds tracked by Wall St. Rank hold TSLA as of Q3 2026.

  • Planning Strategies held 560 shares of Tesla worth $199K as of Q3 2026.
  • Planning Strategies bought 15 Tesla shares in Q3 2026, an estimated $5.37K.
  • Tesla made up 0.12% of Planning Strategies's portfolio in Q3 2026, its #70 holding.
  • Planning Strategies first reported a position in Tesla in Q2 2026 and has held it in 2 quarters since.
  • Planning Strategies's Tesla position peaked at $229K in Q2 2026.
  • 3,717 funds tracked by Wall St. Rank held Tesla as of Q3 2026.

Based on Planning Strategies's 13F filing for Q3 2026, filed 2 Oct 2026.