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Prepared Retirement Institute’s Tesla TSLA Stock Holding History

Prepared Retirement Institute’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 		$531K Hold
1,263
– – 0.23% 50
2026
Q1 		$470K Buy
1,263
+152
+14% +$62.6K 0.23% 52
2025
Q4 		$500K Hold
1,111
– – 0.25% 49
2025
Q3 		$494K Hold
1,111
– – 0.26% 45
2025
Q2 		$353K Hold
1,111
– – 0.21% 54
2025
Q1 		$288K Sell
1,111
-50
-4% -$16.7K 0.18% 64
2024
Q4 		$469K Buy
1,161
+225
+24% +$72.4K 0.27% 37
2024
Q3 		$245K Buy
+936
New +$213K 0.15% 69
2024
Q1 		– Sell
-1,021
Closed -$254K – 80
2023
Q4 		$254K Buy
+1,021
New +$243K 0.19% 65

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

Prepared Retirement Institute's TSLA Position: Q2 2026 in Review

Prepared Retirement Institute held its Tesla (TSLA) position steady in Q2 2026 at 1,263 shares worth $531K. The position accounts for 0.23% of the portfolio, ranked #50.

Prepared Retirement Institute first reported a position in TSLA in Q4 2023 and has held it in 9 quarters since. 4,273 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Prepared Retirement Institute held 1,263 shares of Tesla worth $531K as of Q2 2026.
  • Prepared Retirement Institute left its Tesla share count unchanged in Q2 2026.
  • Tesla made up 0.23% of Prepared Retirement Institute's portfolio in Q2 2026, its #50 holding.
  • Prepared Retirement Institute first reported a position in Tesla in Q4 2023 and has held it in 9 quarters since.
  • 4,273 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Prepared Retirement Institute's 13F filing for Q2 2026, filed 10 Aug 2026.