VPP
TSLA icon

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
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

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

Vertex Planning Partners's TSLA Position: Q4 2025 in Review

Vertex Planning Partners sold out of Tesla (TSLA) in Q4 2025, closing a stake of 927 shares — an estimated $412K sold.

Vertex Planning Partners first reported a position in TSLA in Q4 2024 and held it in 3 quarters. The position peaked at $412K in Q3 2025. 4,336 funds tracked by Wall St. Rank hold TSLA as of Q4 2025.

  • Vertex Planning Partners reported no remaining Tesla position as of Q4 2025 after selling out during the quarter.
  • Vertex Planning Partners sold 927 Tesla shares in Q4 2025, an estimated $412K.
  • Vertex Planning Partners first reported a position in Tesla in Q4 2024 and held it in 3 quarters.
  • Vertex Planning Partners's Tesla position peaked at $412K in Q3 2025.
  • 4,336 funds tracked by Wall St. Rank held Tesla as of Q4 2025.

Based on Vertex Planning Partners's 13F filing for Q4 2025, filed 17 Feb 2026.