Treasure Coast Financial Planning’s Tesla TSLA Stock Holding History

Treasure Coast Financial 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
2026 Q2	$342K	Sell	813 -21	-3%	-$8.35K	0.17%	38
2026 Q1	$310K	Hold	834	–	–	0.16%	37
2025 Q4	$375K	Hold	834	–	–	0.2%	34
2025 Q3	$371K	Sell	834 -500	-37%	-$173K	0.21%	34
2025 Q2	$424K	Hold	1,334	–	–	0.25%	29
2025 Q1	$346K	Sell	1,334 -500	-27%	-$167K	0.21%	32
2024 Q4	$741K	Buy	1,834 +21	+1%	+$6.76K	0.49%	25
2024 Q3	$474K	Sell	1,813 -4	-0.2%	-$912	0.29%	25
2024 Q2	$360K	Hold	1,817	–	–	0.24%	26
2024 Q1	$319K	Sell	1,817 -996	-35%	-$195K	0.21%	26
2023 Q4	$699K	Hold	2,813	–	–	0.49%	24
2023 Q3	$704K	Buy	2,813 +2,000	+246%	+$514K	0.49%	24
2023 Q2	$213K	Buy	+813	New	+$163K	0.14%	34
2022 Q2	–	Sell	-600	Closed	-$216K	–	37
2022 Q1	$216K	Hold	600	–	–	0.17%	32
2021 Q4	$211K	Buy	+600	New	+$201K	0.16%	31

Other funds holding TSLA

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

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

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Treasure Coast Financial Planning's TSLA Position: Q2 2026 in Review

Treasure Coast Financial Planning reduced its Tesla (TSLA) stake by 2.5% in Q2 2026, selling an estimated $8.35K and leaving 813 shares worth $342K. The position accounts for 0.17% of the portfolio, ranked #38.

Treasure Coast Financial Planning first reported a position in TSLA in Q4 2021 and has held it in 15 quarters since. The position peaked at $741K in Q4 2024. 2,101 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

Treasure Coast Financial Planning held 813 shares of Tesla worth $342K as of Q2 2026.
Treasure Coast Financial Planning sold 21 Tesla shares in Q2 2026, an estimated $8.35K.
Tesla made up 0.17% of Treasure Coast Financial Planning's portfolio in Q2 2026, its #38 holding.
Treasure Coast Financial Planning first reported a position in Tesla in Q4 2021 and has held it in 15 quarters since.
Treasure Coast Financial Planning's Tesla position peaked at $741K in Q4 2024.
2,101 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Treasure Coast Financial Planning's 13F filing for Q2 2026, filed 29 Jul 2026.