Level Financial Advisors’s Tesla TSLA Stock Holding History

Level Financial Advisors’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	$270K	Hold	642	–	–	0.06%	82
2026 Q1	$239K	Buy	642 +52	+9%	+$21.4K	0.06%	85
2025 Q4	$265K	Sell	590 -84	-12%	-$37.2K	0.07%	82
2025 Q3	$300K	Hold	674	–	–	0.08%	81
2025 Q2	$214K	Buy	+674	New	+$203K	0.07%	90
2025 Q1	–	Sell	-532	Closed	-$215K	–	86
2024 Q4	$215K	Buy	+532	New	+$171K	0.08%	78
2024 Q1	–	Sell	-423	Closed	-$105K	–	239
2023 Q4	$105K	Hold	423	–	–	0.05%	83
2023 Q3	$106K	Hold	423	–	–	0.06%	77
2023 Q2	$111K	Buy	423 +15	+4%	+$3K	0.06%	74
2023 Q1	$84.6K	Sell	408 -2	-0.5%	-$349	0.05%	74
2022 Q4	$51K	Buy	410 +2	+0.5%	+$379	0.03%	95
2022 Q3	$108K	Sell	408 -93	-19%	-$26K	0.08%	66
2022 Q2	$112K	Buy	501 +93	+23%	+$25.4K	0.08%	70
2022 Q1	$147K	Sell	408 -120	-23%	-$37.4K	0.11%	51
2021 Q4	$186K	Buy	+528	New	+$177K	0.14%	44

Other funds holding TSLA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Level Financial Advisors's TSLA Position: Q2 2026 in Review

Level Financial Advisors held its Tesla (TSLA) position steady in Q2 2026 at 642 shares worth $270K. The position accounts for 0.06% of the portfolio, ranked #82.

Level Financial Advisors first reported a position in TSLA in Q4 2021 and has held it in 15 quarters since. The position peaked at $300K in Q3 2025. 4,272 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

Level Financial Advisors held 642 shares of Tesla worth $270K as of Q2 2026.
Level Financial Advisors left its Tesla share count unchanged in Q2 2026.
Tesla made up 0.06% of Level Financial Advisors's portfolio in Q2 2026, its #82 holding.
Level Financial Advisors first reported a position in Tesla in Q4 2021 and has held it in 15 quarters since.
Level Financial Advisors's Tesla position peaked at $300K in Q3 2025.
4,272 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Level Financial Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.