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Total Wealth Planning’s Tesla TSLA Stock Holding History

Total Wealth 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
2025
Q4 		– Sell
-2,333
Closed -$1.04M – 98
2025
Q3 		$1.04M Buy
2,333
+373
+19% +$129K 0.12% 59
2025
Q2 		$623K Sell
1,960
-27
-1% -$8.13K 0.08% 68
2025
Q1 		$515K Buy
1,987
+56
+3% +$18.7K 0.08% 61
2024
Q4 		$780K Sell
1,931
-160
-8% -$51.5K 0.12% 55
2024
Q3 		$547K Hold
2,091
– – 0.09% 62
2024
Q2 		$536K Buy
2,091
+183
+10% +$32K 0.09% 63
2024
Q1 		$335K Sell
1,908
-16
-0.8% -$3.13K 0.06% 76
2023
Q4 		$478K Sell
1,924
-59
-3% -$14K 0.09% 66
2023
Q3 		$496K Hold
1,983
– – 0.1% 62
2023
Q2 		$519K Hold
1,983
– – 0.11% 61
2023
Q1 		$411K Buy
1,983
+220
+12% +$38.4K 0.09% 68
2022
Q4 		$217K Sell
1,763
-388
-18% -$73.5K 0.05% 77
2022
Q3 		$571K Hold
2,151
– – 0.16% 54
2022
Q2 		$483K Buy
2,151
+9
+0.4% +$2.46K 0.14% 61
2022
Q1 		$769K Buy
+2,142
New +$667K 0.21% 50
2021
Q4 		– Sell
-1,398
Closed -$361K – 44
2021
Q3 		$361K Sell
1,398
-60
-4% -$14.1K 0.13% 37
2021
Q2 		$330K Buy
1,458
+54
+4% +$11.7K 0.13% 36
2021
Q1 		$313K Sell
1,404
-21
-1% -$5.27K 0.13% 37
2020
Q4 		$335K Sell
1,425
-1,125
-44% -$192K 0.15% 35
2020
Q3 		$365K Buy
+2,550
New +$301K 0.19% 34

Other funds holding TSLA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Total Wealth Planning's TSLA Position: Q4 2025 in Review

Total Wealth Planning sold out of Tesla (TSLA) in Q4 2025, closing a stake of 2,333 shares — an estimated $1.04M sold.

Total Wealth Planning first reported a position in TSLA in Q3 2020 and held it in 20 quarters. The position peaked at $1.04M in Q3 2025. 4,334 funds tracked by Wall St. Rank hold TSLA as of Q4 2025.

  • Total Wealth Planning reported no remaining Tesla position as of Q4 2025 after selling out during the quarter.
  • Total Wealth Planning sold 2,333 Tesla shares in Q4 2025, an estimated $1.04M.
  • Total Wealth Planning first reported a position in Tesla in Q3 2020 and held it in 20 quarters.
  • Total Wealth Planning's Tesla position peaked at $1.04M in Q3 2025.
  • 4,334 funds tracked by Wall St. Rank held Tesla as of Q4 2025.

Based on Total Wealth Planning's 13F filing for Q4 2025, filed 13 Feb 2026.