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Retirement Planning Group (Kansas)’s Tesla TSLA Stock Holding History

Retirement Planning Group (Kansas)’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 		$2.39M Buy
6,441
+613
+11% +$253K 0.07% 113
2025
Q4 		$2.62M Buy
5,828
+301
+5% +$133K 0.09% 95
2025
Q3 		$2.46M Buy
5,527
+2,792
+102% +$968K 0.09% 100
2025
Q2 		$869K Buy
2,735
+799
+41% +$241K 0.04% 162
2025
Q1 		$502K Buy
1,936
+276
+17% +$92K 0.02% 195
2024
Q4 		$670K Buy
1,660
+268
+19% +$86.2K 0.03% 164
2024
Q3 		$364K Buy
1,392
+193
+16% +$44K 0.02% 201
2024
Q2 		$237K Buy
+1,199
New +$210K 0.02% 221
2024
Q1 		– Sell
-960
Closed -$239K – 217
2023
Q4 		$239K Buy
960
+31
+3% +$7.37K 0.02% 169
2023
Q3 		$233K Sell
929
-7
-0.7% -$1.8K 0.02% 144
2023
Q2 		$245K Buy
+936
New +$187K 0.02% 146
2022
Q4 		– Sell
-1,188
Closed -$315K – 149
2022
Q3 		$315K Sell
1,188
-15
-1% -$4.19K 0.04% 104
2022
Q2 		$270K Buy
1,203
+27
+2% +$7.37K 0.03% 93
2022
Q1 		$422K Buy
1,176
+57
+5% +$17.8K 0.05% 77
2021
Q4 		$394K Buy
1,119
+18
+2% +$6.04K 0.04% 78
2021
Q3 		$285K Buy
+1,101
New +$259K 0.03% 75
2021
Q1 		– Sell
-876
Closed -$206K – 65
2020
Q4 		$206K Buy
+876
New +$149K 0.03% 62

Other funds holding TSLA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Retirement Planning Group (Kansas)'s TSLA Position: Q1 2026 in Review

Retirement Planning Group (Kansas) increased its Tesla (TSLA) stake by 11% in Q1 2026, buying an estimated $253K and bringing the position to 6,441 shares worth $2.39M. The position accounts for 0.07% of the portfolio, ranked #113.

Retirement Planning Group (Kansas) first reported a position in TSLA in Q4 2020 and has held it in 17 quarters since. The position peaked at $2.62M in Q4 2025. 4,177 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

  • Retirement Planning Group (Kansas) held 6,441 shares of Tesla worth $2.39M as of Q1 2026.
  • Retirement Planning Group (Kansas) bought 613 Tesla shares in Q1 2026, an estimated $253K.
  • Tesla made up 0.07% of Retirement Planning Group (Kansas)'s portfolio in Q1 2026, its #113 holding.
  • Retirement Planning Group (Kansas) first reported a position in Tesla in Q4 2020 and has held it in 17 quarters since.
  • Retirement Planning Group (Kansas)'s Tesla position peaked at $2.62M in Q4 2025.
  • 4,177 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q1 2026, filed 4 May 2026.