Level Wealth Management
TSLA icon

Level Wealth Management’s Tesla TSLA Stock Holding History

Level Wealth Management’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
Q3 		$250K Buy
705
+42
+6% +$15K 0.1% 76
2026
Q2 		$279K Sell
663
-44
-6% -$17.5K 0.11% 59
2026
Q1 		$263K Hold
707
– – 0.12% 56
2025
Q4 		$318K Hold
707
– – 0.16% 47
2025
Q3 		$314K Hold
707
– – 0.17% 51
2025
Q2 		$225K Buy
+707
New +$213K 0.13% 57
2025
Q1 		– Sell
-707
Closed -$286K – 54
2024
Q4 		$286K Buy
+707
New +$227K 0.2% 43

Other funds holding TSLA

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Hyperion Asset Management
Hyperion Asset Management Brisbane, Australia $3.66B AUM 10.02% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Sloy Dahl & Holst
Sloy Dahl & Holst Vancouver, Washington $693M AUM 4.8% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Level Wealth Management's TSLA Position: Q3 2026 in Review

Level Wealth Management increased its Tesla (TSLA) stake by 6.3% in Q3 2026, buying an estimated $15K and bringing the position to 705 shares worth $250K. The position accounts for 0.1% of the portfolio, ranked #76.

Level Wealth Management first reported a position in TSLA in Q4 2024 and has held it in 7 quarters since. The position peaked at $318K in Q4 2025. 1,394 funds tracked by Wall St. Rank hold TSLA as of Q3 2026.

  • Level Wealth Management held 705 shares of Tesla worth $250K as of Q3 2026.
  • Level Wealth Management bought 42 Tesla shares in Q3 2026, an estimated $15K.
  • Tesla made up 0.1% of Level Wealth Management's portfolio in Q3 2026, its #76 holding.
  • Level Wealth Management first reported a position in Tesla in Q4 2024 and has held it in 7 quarters since.
  • Level Wealth Management's Tesla position peaked at $318K in Q4 2025.
  • 1,394 funds tracked by Wall St. Rank held Tesla as of Q3 2026.

Based on Level Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.