Sterling Financial Planning’s Tesla TSLA Stock Holding History

Sterling Financial 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 Q1	$258K	Sell	695 -38	-5%	-$15.7K	0.08%	104
2025 Q4	$330K	Sell	733 -5	-0.7%	-$2.22K	0.1%	85
2025 Q3	$328K	Hold	738	–	–	0.1%	86
2025 Q2	$234K	Buy	+738	New	+$222K	0.08%	105
2025 Q1	–	Sell	-623	Closed	-$252K	–	113
2024 Q4	$252K	Buy	+623	New	+$200K	0.09%	95
2022 Q2	–	Sell	-945	Closed	-$339K	–	98
2022 Q1	$339K	Hold	945	–	–	0.21%	67
2021 Q4	$333K	Buy	945 +27	+3%	+$9.06K	0.21%	71
2021 Q3	$237K	Hold	918	–	–	0.15%	78
2021 Q2	$208K	Sell	918 -480	-34%	-$104K	0.14%	82
2021 Q1	$311K	Sell	1,398 -150	-10%	-$37.7K	0.22%	57
2020 Q4	$364K	Buy	+1,548	New	+$264K	0.29%	49

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

Sterling Financial Planning's TSLA Position: Q1 2026 in Review

Sterling Financial Planning reduced its Tesla (TSLA) stake by 5.2% in Q1 2026, selling an estimated $15.7K and leaving 695 shares worth $258K. The position accounts for 0.08% of the portfolio, ranked #104.

Sterling Financial Planning first reported a position in TSLA in Q4 2020 and has held it in 11 quarters since. The position peaked at $364K in Q4 2020. 4,174 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

Sterling Financial Planning held 695 shares of Tesla worth $258K as of Q1 2026.
Sterling Financial Planning sold 38 Tesla shares in Q1 2026, an estimated $15.7K.
Tesla made up 0.08% of Sterling Financial Planning's portfolio in Q1 2026, its #104 holding.
Sterling Financial Planning first reported a position in Tesla in Q4 2020 and has held it in 11 quarters since.
Sterling Financial Planning's Tesla position peaked at $364K in Q4 2020.
4,174 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Sterling Financial Planning's 13F filing for Q1 2026, filed 6 May 2026.