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Next Level Wealth Planning’s Tesla TSLA Stock Holding History

Next Level Wealth Planning’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
Q1 		$605K Buy
1,627
+114
+8% +$47K 0.31% 27
2025
Q4 		$680K Buy
1,513
+36
+2% +$16K 0.36% 22
2025
Q3 		$657K Buy
1,477
+75
+5% +$26K 0.37% 20
2025
Q2 		$445K Buy
1,402
+274
+24% +$82.5K 0.29% 29
2025
Q1 		$292K Buy
1,128
+46
+4% +$15.3K 0.22% 35
2024
Q4 		$437K Buy
+1,082
New +$348K 0.34% 23

Other funds holding TSLA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Next Level Wealth Planning's TSLA Position: Q1 2026 in Review

Next Level Wealth Planning increased its Tesla (TSLA) stake by 7.5% in Q1 2026, buying an estimated $47K and bringing the position to 1,627 shares worth $605K. The position accounts for 0.31% of the portfolio, ranked #27.

Next Level Wealth Planning first reported a position in TSLA in Q4 2024 and has held it in 6 quarters since. The position peaked at $680K in Q4 2025. 4,175 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

  • Next Level Wealth Planning held 1,627 shares of Tesla worth $605K as of Q1 2026.
  • Next Level Wealth Planning bought 114 Tesla shares in Q1 2026, an estimated $47K.
  • Tesla made up 0.31% of Next Level Wealth Planning's portfolio in Q1 2026, its #27 holding.
  • Next Level Wealth Planning first reported a position in Tesla in Q4 2024 and has held it in 6 quarters since.
  • Next Level Wealth Planning's Tesla position peaked at $680K in Q4 2025.
  • 4,175 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Next Level Wealth Planning's 13F filing for Q1 2026, filed 21 Apr 2026.