Spartan Planning & Wealth Management’s Tesla TSLA Stock Holding History

Spartan Planning & Wealth Management’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	$1.36M	Buy	3,243 +119	+4%	+$47.3K	0.91%	27
2026 Q1	$1.16M	Sell	3,124 -2,243	-42%	-$924K	0.86%	23
2025 Q4	$2.41M	Buy	5,367 +371	+7%	+$164K	1.78%	14
2025 Q3	$2.22M	Sell	4,996 -650	-12%	-$225K	1.74%	15
2025 Q2	$1.79M	Buy	5,646 +2,443	+76%	+$736K	1.54%	16
2025 Q1	$830K	Sell	3,203 -1,051	-25%	-$350K	0.8%	30
2024 Q4	$1.72M	Buy	+4,254	New	+$1.37M	1.57%	19
2023 Q4	$1.1M	Buy	4,439 +1,399	+46%	+$332K	1.18%	19
2023 Q3	$761K	Buy	+3,040	New	+$781K	0.89%	21
2022 Q4	–	Sell	-5,741	Closed	-$1.52M	–	173
2022 Q3	$1.52M	Buy	+5,741	New	+$1.6M	1.99%	9
2022 Q2	–	Sell	-2,517	Closed	-$904K	–	151
2022 Q1	$904K	Buy	+2,517	New	+$784K	1.13%	16

Other funds holding TSLA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Spartan Planning & Wealth Management's TSLA Position: Q2 2026 in Review

Spartan Planning & Wealth Management increased its Tesla (TSLA) stake by 3.8% in Q2 2026, buying an estimated $47.3K and bringing the position to 3,243 shares worth $1.36M. The position accounts for 0.91% of the portfolio, ranked #27.

Spartan Planning & Wealth Management first reported a position in TSLA in Q1 2022 and has held it in 11 quarters since. The position peaked at $2.41M in Q4 2025. 4,292 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

Spartan Planning & Wealth Management held 3,243 shares of Tesla worth $1.36M as of Q2 2026.
Spartan Planning & Wealth Management bought 119 Tesla shares in Q2 2026, an estimated $47.3K.
Tesla made up 0.91% of Spartan Planning & Wealth Management's portfolio in Q2 2026, its #27 holding.
Spartan Planning & Wealth Management first reported a position in Tesla in Q1 2022 and has held it in 11 quarters since.
Spartan Planning & Wealth Management's Tesla position peaked at $2.41M in Q4 2025.
4,292 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Spartan Planning & Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.