Back to TSLA

Xcel Wealth Management, LLC → TSLA

Xcel Wealth Management, LLC TSLA Position History

Tesla, Inc.

Quarters held
5
Latest value
$7.4M
Q3 2026
Peak value
$8.6M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$4.9M
Q4 2025$7.5M
Q1 2026$7M
Q2 2026$8.6M
Q3 2026$7.4M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$7.4M20.8K——
Q2 2026$8.6M20.5K——
Q1 2026$7M19.0K——
Q4 2025$7.5M16.7K——
Q3 2025$4.9M11.1K——

Other funds holding TSLA

Other Xcel Wealth Management, LLC positions

AMZN

AMAZON COM INC

$32.6M
AMZN

AMAZON COM INC

$31.5M
AMZN

AMAZON COM INC

$31.1M
AMZN

AMAZON COM INC

$30M
AMZN

AMAZON COM INC

$27.9M
RH

RH

$26M
RH

RH

$25.5M
RH

RH

$19.7M