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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
Q2 		$300K Hold
713
– – 0.16% 81
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 $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

Retirement Planning Group (New York)'s TSLA Position: Q2 2026 in Review

Retirement Planning Group (New York) held its Tesla (TSLA) position steady in Q2 2026 at 713 shares worth $300K. The position accounts for 0.16% of the portfolio, ranked #81.

Retirement Planning Group (New York) first reported a position in TSLA in Q3 2025 and has held it in 4 quarters since. The position peaked at $309K in Q4 2025. 4,300 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Retirement Planning Group (New York) held 713 shares of Tesla worth $300K as of Q2 2026.
  • Retirement Planning Group (New York) left its Tesla share count unchanged in Q2 2026.
  • Tesla made up 0.16% of Retirement Planning Group (New York)'s portfolio in Q2 2026, its #81 holding.
  • Retirement Planning Group (New York) first reported a position in Tesla in Q3 2025 and has held it in 4 quarters since.
  • Retirement Planning Group (New York)'s Tesla position peaked at $309K in Q4 2025.
  • 4,300 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Retirement Planning Group (New York)'s 13F filing for Q2 2026, filed 7 Aug 2026.