Waller Financial Planning Group’s Tesla TSLA Stock Holding History

Waller Financial Planning Group’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	$393K	Buy	934 +10	+1%	+$3.98K	0.08%	59
2026 Q1	$343K	Buy	924 +5	+0.5%	+$2.06K	0.08%	59
2025 Q4	$413K	Buy	919 +12	+1%	+$5.32K	0.09%	54
2025 Q3	$403K	Buy	907 +12	+1%	+$4.16K	0.09%	57
2025 Q2	$284K	Sell	895 -208	-19%	-$62.7K	0.07%	62
2025 Q1	$286K	Buy	1,103 +218	+25%	+$72.7K	0.08%	61
2024 Q4	$357K	Sell	885 -196	-18%	-$63.1K	0.09%	54
2024 Q3	$283K	Buy	1,081 +27	+3%	+$6.16K	0.07%	59
2024 Q2	$209K	Sell	1,054 -300	-22%	-$52.4K	0.06%	66
2024 Q1	$238K	Hold	1,354	–	–	0.06%	58
2023 Q4	$336K	Buy	+1,354	New	+$322K	0.09%	47

Other funds holding TSLA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Waller Financial Planning Group's TSLA Position: Q2 2026 in Review

Waller Financial Planning Group increased its Tesla (TSLA) stake by 1.1% in Q2 2026, buying an estimated $3.98K and bringing the position to 934 shares worth $393K. The position accounts for 0.08% of the portfolio, ranked #59.

Waller Financial Planning Group first reported a position in TSLA in Q4 2023 and has held it in 11 quarters since. The position peaked at $413K in Q4 2025. 2,843 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

Waller Financial Planning Group held 934 shares of Tesla worth $393K as of Q2 2026.
Waller Financial Planning Group bought 10 Tesla shares in Q2 2026, an estimated $3.98K.
Tesla made up 0.08% of Waller Financial Planning Group's portfolio in Q2 2026, its #59 holding.
Waller Financial Planning Group first reported a position in Tesla in Q4 2023 and has held it in 11 quarters since.
Waller Financial Planning Group's Tesla position peaked at $413K in Q4 2025.
2,843 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Waller Financial Planning Group's 13F filing for Q2 2026, filed 7 Jul 2026.