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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 		$505K Hold
1,200
– – 0.03% 317
2026
Q1 		$446K Buy
+1,200
New +$494K 0.02% 325

Other funds holding TSLA

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Asset Management One
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
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Truist Financial
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.