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Prism Planning Partners’s Tesla TSLA Stock Holding History

Prism Planning Partners’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
Q1 		– Sell
-688
Closed -$309K – 46
2025
Q4 		$309K Buy
+688
New +$305K 0.35% 32

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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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Prism Planning Partners's TSLA Position: Q1 2026 in Review

Prism Planning Partners sold out of Tesla (TSLA) in Q1 2026, closing a stake of 688 shares — an estimated $309K sold.

Prism Planning Partners first reported a position in TSLA in Q4 2025 and held it in 1 quarter. The position peaked at $309K in Q4 2025. 4,211 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

  • Prism Planning Partners reported no remaining Tesla position as of Q1 2026 after selling out during the quarter.
  • Prism Planning Partners sold 688 Tesla shares in Q1 2026, an estimated $309K.
  • Prism Planning Partners first reported a position in Tesla in Q4 2025 and held it in 1 quarter.
  • Prism Planning Partners's Tesla position peaked at $309K in Q4 2025.
  • 4,211 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Prism Planning Partners's 13F filing for Q1 2026, filed 12 May 2026.