TWPM
TSLA icon

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
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 $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

Total Wealth Planning & Management's TSLA Position: Q1 2026 in Review

Total Wealth Planning & Management increased its Tesla (TSLA) stake by 18% in Q1 2026, buying an estimated $145K and bringing the position to 2,360 shares worth $877K. The position accounts for 0.65% of the portfolio, ranked #48.

Total Wealth Planning & Management first reported a position in TSLA in Q4 2024 and has held it in 5 quarters since. The position peaked at $903K in Q4 2025. 4,175 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

  • Total Wealth Planning & Management held 2,360 shares of Tesla worth $877K as of Q1 2026.
  • Total Wealth Planning & Management bought 353 Tesla shares in Q1 2026, an estimated $145K.
  • Tesla made up 0.65% of Total Wealth Planning & Management's portfolio in Q1 2026, its #48 holding.
  • Total Wealth Planning & Management first reported a position in Tesla in Q4 2024 and has held it in 5 quarters since.
  • Total Wealth Planning & Management's Tesla position peaked at $903K in Q4 2025.
  • 4,175 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Total Wealth Planning & Management's 13F filing for Q1 2026, filed 5 May 2026.