Level Four Advisory Services’s Tesla TSLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
-300
Closed -$37.5K 892
2024
Q1
$37.5K Hold
300
﹤0.01% 760
2023
Q4
$37.5K Buy
+300
New +$71.3K ﹤0.01% 756
2023
Q1
Sell
-300
Closed -$930 825
2022
Q4
$930 Buy
+300
New +$56.8K ﹤0.01% 674

Other funds holding TSLA

Level Four Advisory Services's TSLA Position: Q2 2026 in Review

Level Four Advisory Services increased its Tesla (TSLA) stake by 3.8% in Q2 2026, buying an estimated $388K and bringing the position to 26,480 shares worth $11.1M. The position accounts for 0.31% of the portfolio, ranked #67.

Level Four Advisory Services first reported a position in TSLA in Q4 2016 and has held it in 39 quarters since. The position peaked at $12.4M in Q3 2025. 4,272 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Level Four Advisory Services held 26,480 shares of Tesla worth $11.1M as of Q2 2026.
  • Level Four Advisory Services bought 976 Tesla shares in Q2 2026, an estimated $388K.
  • Tesla made up 0.31% of Level Four Advisory Services's portfolio in Q2 2026, its #67 holding.
  • Level Four Advisory Services first reported a position in Tesla in Q4 2016 and has held it in 39 quarters since.
  • Level Four Advisory Services's Tesla position peaked at $12.4M in Q3 2025.
  • 4,272 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Level Four Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.