Bernardo Wealth Planning 13F: Adds $1.3M to Tesla (TSLA) Stake
Key Points
- Bernardo Wealth Planning increased its Tesla holdings by 3,666 shares, raising its total to 7,554 shares worth about $2.68 million.
- The fund's reported value for its Tesla position is now approximately $750.6 million, which makes up 0.36% of its total portfolio.
- Tesla shares recently traded around $391.69, which is about 5.2% above the closing price of $372.22 on October 23, 2026.
Since the filing, $TSLA is up 5.2% to date (from the $372.22 close on Oct 23, 2026).
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On October 23, 2026, Bernardo Wealth Planning boosted its stake in Tesla, Inc. (TSLA) by 3,666 shares, increasing its total to 7,554 shares valued at approximately $2.68 million. This information comes from the fund's latest Form 13F filing with the SEC, covering the quarter ended September 30, 2026.
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Tesla, Inc.
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What Changed in Bernardo Wealth Planning's Tesla Position
Bernardo Wealth Planning added 3,666 shares to its Tesla holdings, a 94.3% increase from the previous count of 3,888 shares. The total value of this position is now about $2.68 million, contributing to a reported value of $750.6 million for the fund overall.
Where Tesla Fits in Bernardo Wealth Planning's Portfolio
Tesla now ranks 36th out of 143 positions in Bernardo Wealth Planning's portfolio, representing 0.36% of its total holdings. The fund has an estimated gain of about 5.2% compared to its average cost for this position.
Other Institutional Activity in Tesla
Midwest Trust grew its stake in Tesla by 28,976 shares, bringing its total to 214,234 shares worth about $76.0 million. Royal Fund Management also increased its shares by 4,993, ending with 23,292 shares valued at approximately $8.26 million. Meanwhile, Perigon Wealth Management reduced its holdings by 27,071 shares, lowering its total to 80,129 shares worth about $28.4 million.
Tesla, Inc. Stock Up 5.2%
Tesla shares recently traded around $391.69, which is about 5.2% above the closing price of $372.22 on October 23, 2026. The stock is currently above its 50-day and 200-day moving averages by 7.7% and 1.4%, respectively, but remains below its 52-week high of $498.83 by 21.5%.
Recent Earnings
Tesla reported trailing twelve-month revenue of approximately $103.57 billion, with a net margin of 3.1%. The next earnings report is expected on January 27, 2027.
Insider Buying and Selling at Tesla, Inc.
Several insiders have sold shares of Tesla recently, including Director Kathleen Wilson Thompson, who sold 26,409 shares valued at about $9.99 million on April 30, 2026. CFO Vaibhav Taneja also sold shares on multiple occasions, totaling 8,210 shares valued at approximately $3.48 million.
Analysts Set New Price Targets
On October 22, 2026, multiple firms updated their ratings on Tesla. UBS maintained a Neutral rating with a target price of $425, while CLSA upgraded its rating to Hold, raising its target to $400. Canaccord Genuity also maintained a Buy rating with a target of $442.
About Tesla, Inc.
Tesla, Inc. designs and manufactures electric vehicles and energy systems both in the U.S. and internationally. The company operates in two main segments: Automotive and Energy Generation and Storage. Recent activity in its stock reflects ongoing interest as analysts adjust their ratings and targets.
Bottom Line
Bernardo Wealth Planning's recent increase in its Tesla stake shows continued confidence in the company's prospects. Investors should keep an eye on the upcoming earnings report on January 27, 2027, and further updates from analysts regarding Tesla's stock performance.
Related Filing Alerts
Source: Bernardo Wealth Planning's 13F filing on $TSLA (Oct 23, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Written by software, not financial advice. How we make alerts