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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
Q2 		$718K Buy
1,706
+79
+5% +$31.4K 0.32% 26
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Next Level Wealth Planning's TSLA Position: Q2 2026 in Review

Next Level Wealth Planning increased its Tesla (TSLA) stake by 4.9% in Q2 2026, buying an estimated $31.4K and bringing the position to 1,706 shares worth $718K. The position accounts for 0.32% of the portfolio, ranked #26.

Next Level Wealth Planning first reported a position in TSLA in Q4 2024 and has held it in 7 quarters since. 4,299 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Next Level Wealth Planning held 1,706 shares of Tesla worth $718K as of Q2 2026.
  • Next Level Wealth Planning bought 79 Tesla shares in Q2 2026, an estimated $31.4K.
  • Tesla made up 0.32% of Next Level Wealth Planning's portfolio in Q2 2026, its #26 holding.
  • Next Level Wealth Planning first reported a position in Tesla in Q4 2024 and has held it in 7 quarters since.
  • 4,299 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Next Level Wealth Planning's 13F filing for Q2 2026, filed 30 Jul 2026.