Quantum Financial Planning Services’s Tesla TSLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$244K Buy
689
+12
+2% +$4.29K 0.07% 49
2026
Q2
$285K Buy
677
+22
+3% +$8.75K 0.09% 48
2026
Q1
$243K Buy
655
+54
+9% +$22.2K 0.09% 47
2025
Q4
$270K Buy
601
+150
+33% +$66.5K 0.1% 44
2025
Q3
$201K Buy
+451
New +$156K 0.08% 48

Other funds holding TSLA

Quantum Financial Planning Services's TSLA Position: Q3 2026 in Review

Quantum Financial Planning Services increased its Tesla (TSLA) stake by 1.8% in Q3 2026, buying an estimated $4.29K and bringing the position to 689 shares worth $244K. The position accounts for 0.07% of the portfolio, ranked #49.

Quantum Financial Planning Services first reported a position in TSLA in Q3 2025 and has held it in 5 quarters since. The position peaked at $285K in Q2 2026. 1,170 funds tracked by Wall St. Rank hold TSLA as of Q3 2026.

  • Quantum Financial Planning Services held 689 shares of Tesla worth $244K as of Q3 2026.
  • Quantum Financial Planning Services bought 12 Tesla shares in Q3 2026, an estimated $4.29K.
  • Tesla made up 0.07% of Quantum Financial Planning Services's portfolio in Q3 2026, its #49 holding.
  • Quantum Financial Planning Services first reported a position in Tesla in Q3 2025 and has held it in 5 quarters since.
  • Quantum Financial Planning Services's Tesla position peaked at $285K in Q2 2026.
  • 1,170 funds tracked by Wall St. Rank held Tesla as of Q3 2026.

Based on Quantum Financial Planning Services's 13F filing for Q3 2026, filed 14 Oct 2026.