SPAS
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Spectrum Planning & Advisory Services’s Tesla TSLA Stock Holding History

Spectrum Planning & Advisory Services’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 		$493K Buy
1,172
+20
+2% +$7.95K 0.22% 59
2026
Q1 		$428K Sell
1,152
-3
-0.3% -$1.24K 0.21% 64
2025
Q4 		$519K Hold
1,155
– – 0.27% 60
2025
Q3 		$514K Buy
1,155
+95
+9% +$32.9K 0.29% 59
2025
Q2 		$337K Buy
1,060
+40
+4% +$12.1K 0.22% 74
2025
Q1 		$264K Sell
1,020
-45
-4% -$15K 0.22% 57
2024
Q4 		$430K Buy
1,065
+45
+4% +$14.5K 0.37% 38
2024
Q3 		$267K Hold
1,020
– – 0.26% 46
2024
Q2 		$201K Buy
+1,020
New +$178K 0.19% 52
2023
Q4 		$273K Hold
1,100
– – 0.39% 39
2023
Q3 		$275K Hold
1,100
– – 0.43% 33
2023
Q2 		$308K Buy
+1,100
New +$220K 0.46% 29
2022
Q4 		– Sell
-780
Closed -$207K – 51
2022
Q3 		$207K Buy
+780
New +$218K 0.21% 49
2022
Q2 		– Sell
-780
Closed -$280K – 46
2022
Q1 		$280K Hold
780
– – 0.26% 37
2021
Q4 		$275K Sell
780
-2,250
-74% -$755K 0.25% 40
2021
Q3 		$783K Sell
3,030
-30
-1% -$7.06K 0.77% 28
2021
Q2 		$693K Buy
3,060
+30
+1% +$6.51K 0.67% 30
2021
Q1 		$675K Sell
3,030
-450
-13% -$113K 0.69% 29
2020
Q4 		$819K Buy
+3,480
New +$594K 0.88% 26

Other funds holding TSLA

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
HAM
Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
NAH
Neumann Advisory (HK) Central, Hong Kong $356M AUM 37.48% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Spectrum Planning & Advisory Services's TSLA Position: Q2 2026 in Review

Spectrum Planning & Advisory Services increased its Tesla (TSLA) stake by 1.7% in Q2 2026, buying an estimated $7.95K and bringing the position to 1,172 shares worth $493K. The position accounts for 0.22% of the portfolio, ranked #59.

Spectrum Planning & Advisory Services first reported a position in TSLA in Q4 2020 and has held it in 19 quarters since. The position peaked at $819K in Q4 2020. 781 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Spectrum Planning & Advisory Services held 1,172 shares of Tesla worth $493K as of Q2 2026.
  • Spectrum Planning & Advisory Services bought 20 Tesla shares in Q2 2026, an estimated $7.95K.
  • Tesla made up 0.22% of Spectrum Planning & Advisory Services's portfolio in Q2 2026, its #59 holding.
  • Spectrum Planning & Advisory Services first reported a position in Tesla in Q4 2020 and has held it in 19 quarters since.
  • Spectrum Planning & Advisory Services's Tesla position peaked at $819K in Q4 2020.
  • 781 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Spectrum Planning & Advisory Services's 13F filing for Q2 2026, filed 14 Jul 2026.