WealthPlan Investment Management’s Tesla TSLA Stock Holding History

WealthPlan Investment 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	$7.59M	Sell	18,054 -5,445	-23%	-$2.17M	0.38%	66
2026 Q1	$8.74M	Buy	23,499 +6,491	+38%	+$2.67M	0.49%	53
2025 Q4	$7.65M	Buy	17,008 +3,823	+29%	+$1.69M	0.49%	59
2025 Q3	$5.86M	Sell	13,185 -479	-4%	-$166K	0.39%	82
2025 Q2	$4.34M	Buy	13,664 +4,967	+57%	+$1.5M	0.32%	90
2025 Q1	$2.25M	Sell	8,697 -272	-3%	-$90.6K	0.22%	92
2024 Q4	$3.62M	Sell	8,969 -637	-7%	-$205K	0.36%	79
2024 Q3	$2.51M	Sell	9,606 -501	-5%	-$114K	0.25%	92
2024 Q2	$2M	Sell	10,107 -488	-5%	-$85.3K	0.3%	75
2024 Q1	$1.86M	Buy	10,595 +186	+2%	+$36.3K	0.28%	76
2023 Q4	$2.59M	Sell	10,409 -95	-0.9%	-$22.6K	0.41%	65
2023 Q3	$2.63M	Buy	10,504 +7,494	+249%	+$1.93M	0.46%	64
2023 Q2	$788K	Sell	3,010 -7,841	-72%	-$1.57M	0.23%	81
2023 Q1	$2.25M	Sell	10,851 -6,674	-38%	-$1.16M	0.39%	65
2022 Q4	$3.41M	Buy	17,525 +2,282	+15%	+$432K	0.24%	89
2022 Q3	$2.65M	Buy	+15,243	New	+$4.26M	0.19%	96
2022 Q1	$3.68M	Buy	+12,666	New	+$3.95M	0.26%	85

Other funds holding TSLA

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 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

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

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

HAM

Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

WealthPlan Investment Management's TSLA Position: Q2 2026 in Review

WealthPlan Investment Management reduced its Tesla (TSLA) stake by 23% in Q2 2026, selling an estimated $2.17M and leaving 18,054 shares worth $7.59M. The position accounts for 0.38% of the portfolio, ranked #66.

WealthPlan Investment Management first reported a position in TSLA in Q1 2022 and has held it in 17 quarters since. The position peaked at $8.74M in Q1 2026. 1,732 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

WealthPlan Investment Management held 18,054 shares of Tesla worth $7.59M as of Q2 2026.
WealthPlan Investment Management sold 5,445 Tesla shares in Q2 2026, an estimated $2.17M.
Tesla made up 0.38% of WealthPlan Investment Management's portfolio in Q2 2026, its #66 holding.
WealthPlan Investment Management first reported a position in Tesla in Q1 2022 and has held it in 17 quarters since.
WealthPlan Investment Management's Tesla position peaked at $8.74M in Q1 2026.
1,732 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.