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WealthPLAN Partners’s Tesla TSLA Stock Holding History

WealthPLAN Partners’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
2021
Q1 		– Sell
-300
Closed -$1K – 350
2020
Q4 		$1K Buy
+300
New +$51.2K ﹤0.01% 337

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

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.