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Walled Lake Planning & Wealth Management’s Tesla TSLA Stock Holding History

Walled Lake Planning & Wealth 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
Q2 		$522K Buy
1,242
+18
+1% +$7.16K 0.13% 76
2026
Q1 		$455K Buy
1,224
+29
+2% +$11.9K 0.13% 81
2025
Q4 		$537K Sell
1,195
-608
-34% -$270K 0.17% 71
2025
Q3 		$802K Hold
1,803
– – 0.26% 49
2025
Q2 		$573K Sell
1,803
-24
-1% -$7.23K 0.19% 62
2025
Q1 		$473K Sell
1,827
-858
-32% -$286K 0.17% 74
2024
Q4 		$1.08M Sell
2,685
-3
-0.1% -$965 0.4% 42
2024
Q3 		$703K Buy
2,688
+1,520
+130% +$347K 0.26% 50
2024
Q2 		$231K Sell
1,168
-25
-2% -$4.37K 0.09% 103
2024
Q1 		$210K Sell
1,193
-50
-4% -$9.77K 0.09% 106
2023
Q4 		$309K Buy
1,243
+73
+6% +$17.3K 0.14% 75
2023
Q3 		$293K Hold
1,170
– – 0.15% 68
2023
Q2 		$306K Hold
1,170
– – 0.15% 64
2023
Q1 		$243K Buy
+1,170
New +$204K 0.13% 72
2022
Q4 		– Sell
-885
Closed -$235K – 80
2022
Q3 		$235K Sell
885
-30
-3% -$8.38K 0.16% 67
2022
Q2 		$205K Buy
915
+30
+3% +$8.19K 0.14% 70
2022
Q1 		$318K Sell
885
-900
-50% -$280K 0.19% 61
2021
Q4 		$629K Hold
1,785
– – 0.36% 40
2021
Q3 		$461K Hold
1,785
– – 0.28% 48
2021
Q2 		$404K Buy
1,785
+825
+86% +$179K 0.26% 48
2021
Q1 		$214K Sell
960
-675
-41% -$169K 0.15% 71
2020
Q4 		$385K Hold
1,635
– – 0.29% 46
2020
Q3 		$234K Buy
1,635
+750
+85% +$88.6K 0.19% 58
2020
Q2 		$64K Hold
885
– – 0.05% 101
2020
Q1 		$31K Hold
885
– – 0.03% 129
2019
Q4 		$25K Buy
+885
New +$19.2K 0.02% 151

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

Walled Lake Planning & Wealth Management's TSLA Position: Q2 2026 in Review

Walled Lake Planning & Wealth Management increased its Tesla (TSLA) stake by 1.5% in Q2 2026, buying an estimated $7.16K and bringing the position to 1,242 shares worth $522K. The position accounts for 0.13% of the portfolio, ranked #76.

Walled Lake Planning & Wealth Management first reported a position in TSLA in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.08M in Q4 2024. 4,273 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Walled Lake Planning & Wealth Management held 1,242 shares of Tesla worth $522K as of Q2 2026.
  • Walled Lake Planning & Wealth Management bought 18 Tesla shares in Q2 2026, an estimated $7.16K.
  • Tesla made up 0.13% of Walled Lake Planning & Wealth Management's portfolio in Q2 2026, its #76 holding.
  • Walled Lake Planning & Wealth Management first reported a position in Tesla in Q4 2019 and has held it in 26 quarters since.
  • Walled Lake Planning & Wealth Management's Tesla position peaked at $1.08M in Q4 2024.
  • 4,273 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.