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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Spartan Planning & Wealth Management's TSLA Position: Q1 2026 in Review

Spartan Planning & Wealth Management reduced its Tesla (TSLA) stake by 42% in Q1 2026, selling an estimated $924K and leaving 3,124 shares worth $1.16M. The position accounts for 0.86% of the portfolio, ranked #23.

Spartan Planning & Wealth Management first reported a position in TSLA in Q1 2022 and has held it in 10 quarters since. The position peaked at $2.41M in Q4 2025. 4,174 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

Spartan Planning & Wealth Management held 3,124 shares of Tesla worth $1.16M as of Q1 2026.
Spartan Planning & Wealth Management sold 2,243 Tesla shares in Q1 2026, an estimated $924K.
Tesla made up 0.86% of Spartan Planning & Wealth Management's portfolio in Q1 2026, its #23 holding.
Spartan Planning & Wealth Management first reported a position in Tesla in Q1 2022 and has held it in 10 quarters since.
Spartan Planning & Wealth Management's Tesla position peaked at $2.41M in Q4 2025.
4,174 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Spartan Planning & Wealth Management's 13F filing for Q1 2026, filed 16 Apr 2026.