Strategic Planning Group’s Tesla TSLA Stock Holding History

Strategic Planning Group’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	$14.1M	Buy	33,508 +1,606	+5%	+$639K	1.54%	26
2026 Q1	$11.9M	Sell	31,902 -35,412	-53%	-$14.6M	1.66%	23
2025 Q4	$30.3M	Sell	67,314 -193	-0.3%	-$85.6K	3.9%	6
2025 Q3	$30M	Buy	67,507 +13,702	+25%	+$4.75M	4.06%	6
2025 Q2	$17.1M	Buy	53,805 +13,012	+32%	+$3.92M	2.78%	11
2025 Q1	$10.6M	Sell	40,793 -21,621	-35%	-$7.21M	2.07%	16
2024 Q4	$25.2M	Sell	62,414 -3,293	-5%	-$1.06M	4.63%	4
2024 Q3	$17.2M	Buy	65,707 +1,402	+2%	+$320K	3.39%	5
2024 Q2	$12.7M	Buy	64,305 +28,899	+82%	+$5.05M	2.78%	9
2024 Q1	$6.22M	Buy	35,406 +8,815	+33%	+$1.72M	1.56%	18
2023 Q4	$6.61M	Buy	+26,591	New	+$6.32M	2.19%	13

Other funds holding TSLA

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Strategic Planning Group's TSLA Position: Q2 2026 in Review

Strategic Planning Group increased its Tesla (TSLA) stake by 5% in Q2 2026, buying an estimated $639K and bringing the position to 33,508 shares worth $14.1M. The position accounts for 1.54% of the portfolio, ranked #26.

Strategic Planning Group first reported a position in TSLA in Q4 2023 and has held it in 11 quarters since. The position peaked at $30.3M in Q4 2025. 2,337 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

Strategic Planning Group held 33,508 shares of Tesla worth $14.1M as of Q2 2026.
Strategic Planning Group bought 1,606 Tesla shares in Q2 2026, an estimated $639K.
Tesla made up 1.54% of Strategic Planning Group's portfolio in Q2 2026, its #26 holding.
Strategic Planning Group first reported a position in Tesla in Q4 2023 and has held it in 11 quarters since.
Strategic Planning Group's Tesla position peaked at $30.3M in Q4 2025.
2,337 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Strategic Planning Group's 13F filing for Q2 2026, filed 16 Jul 2026.