SPI
TSLA icon

Strategic Planning Inc’s Tesla TSLA Stock Holding History

Strategic Planning Inc’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 		$1.23M Buy
3,303
+934
+39% +$385K 0.62% 25
2025
Q4 		$1.07M Sell
2,369
-1,088
-31% -$482K 0.57% 26
2025
Q3 		$1.54M Buy
3,457
+12
+0.3% +$4.16K 0.89% 25
2025
Q2 		$1.09M Buy
3,445
+628
+22% +$189K 0.66% 29
2025
Q1 		$730K Buy
+2,817
New +$939K 0.41% 32

Other funds holding TSLA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Strategic Planning Inc's TSLA Position: Q1 2026 in Review

Strategic Planning Inc increased its Tesla (TSLA) stake by 39% in Q1 2026, buying an estimated $385K and bringing the position to 3,303 shares worth $1.23M. The position accounts for 0.62% of the portfolio, ranked #25.

Strategic Planning Inc first reported a position in TSLA in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.54M in Q3 2025. 4,175 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

  • Strategic Planning Inc held 3,303 shares of Tesla worth $1.23M as of Q1 2026.
  • Strategic Planning Inc bought 934 Tesla shares in Q1 2026, an estimated $385K.
  • Tesla made up 0.62% of Strategic Planning Inc's portfolio in Q1 2026, its #25 holding.
  • Strategic Planning Inc first reported a position in Tesla in Q1 2025 and has held it in 5 quarters since.
  • Strategic Planning Inc's Tesla position peaked at $1.54M in Q3 2025.
  • 4,175 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Strategic Planning Inc's 13F filing for Q1 2026, filed 18 May 2026.