PlanVest Financial’s Tesla TSLA Stock Holding History

PlanVest 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 Q2	$162K	Hold	385	–	–	0.11%	119
2026 Q1	$143K	Buy	+385	New	+$159K	0.11%	113

Other funds holding TSLA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PlanVest Financial's TSLA Position: Q2 2026 in Review

PlanVest Financial held its Tesla (TSLA) position steady in Q2 2026 at 385 shares worth $162K. The position accounts for 0.11% of the portfolio, ranked #119.

PlanVest Financial first reported a position in TSLA in Q1 2026 and has held it in 2 quarters since. 4,110 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

PlanVest Financial held 385 shares of Tesla worth $162K as of Q2 2026.
PlanVest Financial left its Tesla share count unchanged in Q2 2026.
Tesla made up 0.11% of PlanVest Financial's portfolio in Q2 2026, its #119 holding.
PlanVest Financial first reported a position in Tesla in Q1 2026 and has held it in 2 quarters since.
4,110 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.