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Sequent Planning’s Tesla TSLA Stock Holding History

Sequent Planning’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 		$2.62M Buy
6,235
+1,235
+25% +$491K 0.56% 47
2026
Q1 		$1.86M Buy
5,000
+205
+4% +$84.5K 0.45% 57
2025
Q4 		$2.16M Buy
4,795
+2,702
+129% +$1.2M 0.55% 45
2025
Q3 		$931K Buy
2,093
+108
+5% +$37.5K 0.26% 78
2025
Q2 		$631K Buy
1,985
+101
+5% +$30.4K 0.2% 80
2025
Q1 		$488K Buy
1,884
+40
+2% +$13.3K 0.18% 80
2024
Q4 		$745K Sell
1,844
-133
-7% -$42.8K 0.27% 67
2024
Q3 		$517K Sell
1,977
-51
-3% -$11.6K 0.18% 89
2024
Q2 		$426K Buy
2,028
+384
+23% +$67.1K 0.15% 94
2024
Q1 		$289K Buy
+1,644
New +$321K 0.1% 116

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

Sequent Planning's TSLA Position: Q2 2026 in Review

Sequent Planning increased its Tesla (TSLA) stake by 25% in Q2 2026, buying an estimated $491K and bringing the position to 6,235 shares worth $2.62M. The position accounts for 0.56% of the portfolio, ranked #47.

Sequent Planning first reported a position in TSLA in Q1 2024 and has held it in 10 quarters since. 4,283 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Sequent Planning held 6,235 shares of Tesla worth $2.62M as of Q2 2026.
  • Sequent Planning bought 1,235 Tesla shares in Q2 2026, an estimated $491K.
  • Tesla made up 0.56% of Sequent Planning's portfolio in Q2 2026, its #47 holding.
  • Sequent Planning first reported a position in Tesla in Q1 2024 and has held it in 10 quarters since.
  • 4,283 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Sequent Planning's 13F filing for Q2 2026, filed 14 Aug 2026.