WealthPLAN Partners’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.11M | Sell |
5,010
-1,107
| -18% | -$440K | 0.4% | 62 |
|
|
2026
Q1 | $2.27M | Sell |
6,117
-4,863
| -44% | -$2M | 0.44% | 65 |
|
|
2025
Q4 | $4.94M | Buy |
10,980
+348
| +3% | +$154K | 0.74% | 32 |
|
|
2025
Q3 | $4.73M | Buy |
10,632
+69
| +0.7% | +$23.9K | 0.71% | 34 |
|
|
2025
Q2 | $3.36M | Sell |
10,563
-1,486
| -12% | -$448K | 0.54% | 48 |
|
|
2025
Q1 | $3.12M | Buy |
12,049
+1,201
| +11% | +$400K | 0.44% | 71 |
|
|
2024
Q4 | $4.38M | Buy |
10,848
+362
| +3% | +$116K | 0.62% | 48 |
|
|
2024
Q3 | $2.74M | Sell |
10,486
-2,163
| -17% | -$493K | 0.37% | 77 |
|
|
2024
Q2 | $2.5M | Buy |
12,649
+1,109
| +10% | +$194K | 0.27% | 95 |
|
|
2024
Q1 | $2.03M | Sell |
11,540
-1,204
| -9% | -$235K | 0.21% | 115 |
|
|
2023
Q4 | $3.17M | Sell |
12,744
-116
| -0.9% | -$27.6K | 0.33% | 85 |
|
|
2023
Q3 | $3.22M | Buy |
12,860
+4,972
| +63% | +$1.28M | 0.37% | 74 |
|
|
2023
Q2 | $2.06M | Sell |
7,888
-284
| -3% | -$56.8K | 0.29% | 91 |
|
|
2023
Q1 | $1.7M | Sell |
8,172
-9,942
| -55% | -$1.73M | 0.19% | 104 |
|
|
2022
Q4 | $3.79M | Buy |
+18,114
| New | +$3.43M | 0.26% | 80 |
|
|
2022
Q1 | $3.68M | Buy |
12,666
+2,163
| +21% | +$674K | 0.26% | 85 |
|
|
2021
Q4 | $3.28M | Buy |
10,503
+3
| +0% | +$1.01K | 0.22% | 89 |
|
|
2021
Q3 | $3.68M | Buy |
10,500
+651
| +7% | +$153K | 0.24% | 86 |
|
|
2021
Q2 | $2.32M | Sell |
9,849
-978
| -9% | -$212K | 0.16% | 100 |
|
|
2021
Q1 | $2.43M | Buy |
10,827
+642
| +6% | +$161K | 0.19% | 88 |
|
|
2020
Q4 | $2.88M | Buy |
10,185
+870
| +9% | +$148K | 0.25% | 79 |
|
|
2020
Q3 | $1.28M | Buy |
9,315
+1,020
| +12% | +$120K | 0.12% | 108 |
|
|
2020
Q2 | $897K | Sell |
8,295
-465
| -5% | -$25.2K | 0.09% | 126 |
|
|
2020
Q1 | $469K | Buy |
8,760
+3,510
| +67% | +$146K | 0.06% | 160 |
|
|
2019
Q4 | $269K | Buy |
+5,250
| New | +$114K | 0.03% | 213 |
|
|
2017
Q2 | – | Sell |
-2,850
| Closed | -$56K | – | 403 |
|
|
2017
Q1 | $56K | Buy |
+2,850
| New | +$48.2K | 0.19% | 102 |
|
|
2016
Q3 | $165K | Sell |
11,700
-7,575
| -39% | -$109K | 0.05% | 168 |
|
|
2016
Q2 | $194K | Buy |
+19,275
| New | +$292K | 0.02% | 388 |
|
|
2015
Q4 | $176K | Buy |
+20,940
| New | +$313K | 0.03% | 293 |
|
|
2015
Q2 | – | Sell |
-3,300
| Closed | -$42K | – | 506 |
|
|
2015
Q1 | $42K | Buy |
+3,300
| New | +$44.5K | 0.02% | 256 |
|
Other funds holding TSLA
WealthPLAN Partners's TSLA Position: Q2 2026 in Review
WealthPLAN Partners reduced its Tesla (TSLA) stake by 18% in Q2 2026, selling an estimated $440K and leaving 5,010 shares worth $2.11M. The position accounts for 0.4% of the portfolio, ranked #62.
WealthPLAN Partners first reported a position in TSLA in Q1 2015 and has held it in 30 quarters since. The position peaked at $4.94M in Q4 2025. 4,283 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.
- WealthPLAN Partners held 5,010 shares of Tesla worth $2.11M as of Q2 2026.
- WealthPLAN Partners sold 1,107 Tesla shares in Q2 2026, an estimated $440K.
- Tesla made up 0.4% of WealthPLAN Partners's portfolio in Q2 2026, its #62 holding.
- WealthPLAN Partners first reported a position in Tesla in Q1 2015 and has held it in 30 quarters since.
- WealthPLAN Partners's Tesla position peaked at $4.94M in Q4 2025.
- 4,283 funds tracked by Wall St. Rank held Tesla as of Q2 2026.
Based on WealthPLAN Partners's 13F filing for Q2 2026, filed 28 Jul 2026.