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

Retirement Planning Group (New York)’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 		$265K Buy
713
+26
+4% +$10.7K 0.17% 76
2025
Q4 		$309K Buy
687
+2
+0.3% +$887 0.21% 67
2025
Q3 		$305K Buy
+685
New +$238K 0.23% 67

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 (New York)'s TSLA Position: Q1 2026 in Review

Retirement Planning Group (New York) increased its Tesla (TSLA) stake by 3.8% in Q1 2026, buying an estimated $10.7K and bringing the position to 713 shares worth $265K. The position accounts for 0.17% of the portfolio, ranked #76.

Retirement Planning Group (New York) first reported a position in TSLA in Q3 2025 and has held it in 3 quarters since. The position peaked at $309K in Q4 2025. 4,176 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

  • Retirement Planning Group (New York) held 713 shares of Tesla worth $265K as of Q1 2026.
  • Retirement Planning Group (New York) bought 26 Tesla shares in Q1 2026, an estimated $10.7K.
  • Tesla made up 0.17% of Retirement Planning Group (New York)'s portfolio in Q1 2026, its #76 holding.
  • Retirement Planning Group (New York) first reported a position in Tesla in Q3 2025 and has held it in 3 quarters since.
  • Retirement Planning Group (New York)'s Tesla position peaked at $309K in Q4 2025.
  • 4,176 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Retirement Planning Group (New York)'s 13F filing for Q1 2026, filed 21 Apr 2026.