Planning Strategies Inc.’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
$229K Buy
+545
New +$217K 0.14% 63

Other funds holding TSLA

Planning Strategies Inc.'s TSLA Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Tesla (TSLA) in Q2 2026: 545 shares worth $229K. The stake represents 0.14% of the portfolio and ranks #63 among its holdings.

1,733 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Planning Strategies Inc. held 545 shares of Tesla worth $229K as of Q2 2026.
  • Tesla was a new Planning Strategies Inc. position in Q2 2026.
  • Tesla made up 0.14% of Planning Strategies Inc.'s portfolio in Q2 2026, its #63 holding.
  • 1,733 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.