TWPM
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Total Wealth Planning & Management’s Tesla TSLA Stock Holding History

Total Wealth Planning & 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
Q2 		$495K Sell
1,176
-1,184
-50% -$471K 0.33% 104
2026
Q1 		$877K Buy
2,360
+353
+18% +$145K 0.65% 48
2025
Q4 		$903K Buy
+2,007
New +$890K 0.67% 40
2025
Q2 		$477K Buy
1,503
+207
+16% +$62.4K 0.39% 80
2025
Q1 		$336K Buy
1,296
+170
+15% +$56.7K 0.32% 114
2024
Q4 		$455K Buy
+1,126
New +$362K 0.41% 68

Other funds holding TSLA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Total Wealth Planning & Management's TSLA Position: Q2 2026 in Review

Total Wealth Planning & Management reduced its Tesla (TSLA) stake by 50% in Q2 2026, selling an estimated $471K and leaving 1,176 shares worth $495K. The position accounts for 0.33% of the portfolio, ranked #104.

Total Wealth Planning & Management first reported a position in TSLA in Q4 2024 and has held it in 6 quarters since. The position peaked at $903K in Q4 2025. 4,317 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Total Wealth Planning & Management held 1,176 shares of Tesla worth $495K as of Q2 2026.
  • Total Wealth Planning & Management sold 1,184 Tesla shares in Q2 2026, an estimated $471K.
  • Tesla made up 0.33% of Total Wealth Planning & Management's portfolio in Q2 2026, its #104 holding.
  • Total Wealth Planning & Management first reported a position in Tesla in Q4 2024 and has held it in 6 quarters since.
  • Total Wealth Planning & Management's Tesla position peaked at $903K in Q4 2025.
  • 4,317 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Total Wealth Planning & Management's 13F filing for Q2 2026, filed 28 Jul 2026.