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Vertex Planning Partners’s Tesla TSLA Stock Holding History

Vertex Planning Partners’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 		$270K Buy
+641
New +$255K 0.04% 136
2025
Q4 		– Sell
-927
Closed -$412K – 193
2025
Q3 		$412K Buy
927
+253
+38% +$87.8K 0.08% 130
2025
Q2 		$214K Buy
+674
New +$203K 0.04% 180
2025
Q1 		– Sell
-859
Closed -$347K – 192
2024
Q4 		$347K Buy
+859
New +$276K 0.08% 135

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 $3.37T AUM 44.26% 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

Vertex Planning Partners's TSLA Position: Q2 2026 in Review

Vertex Planning Partners opened a new position in Tesla (TSLA) in Q2 2026: 641 shares worth $270K. The stake represents 0.04% of the portfolio and ranks #136 among its holdings. This is a return to the name: Vertex Planning Partners previously reported a position in TSLA as recently as Q3 2025.

Vertex Planning Partners first reported a position in TSLA in Q4 2024 and has held it in 4 quarters since. The position peaked at $412K in Q3 2025. 4,310 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Vertex Planning Partners held 641 shares of Tesla worth $270K as of Q2 2026.
  • Tesla was a new Vertex Planning Partners position in Q2 2026.
  • Tesla made up 0.04% of Vertex Planning Partners's portfolio in Q2 2026, its #136 holding.
  • Vertex Planning Partners first reported a position in Tesla in Q4 2024 and has held it in 4 quarters since.
  • Vertex Planning Partners's Tesla position peaked at $412K in Q3 2025.
  • 4,310 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Vertex Planning Partners's 13F filing for Q2 2026, filed 14 Aug 2026.