B. Riley Wealth Advisors’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $11M | Buy |
26,754
+116
| +0.4% | +$46.1K | 0.59% | 30 |
|
|
2026
Q1 | $9.46M | Sell |
26,638
-17,096
| -39% | -$7.04M | 0.6% | 28 |
|
|
2025
Q4 | $19.7M | Sell |
43,734
-1,193
| -3% | -$529K | 0.91% | 18 |
|
|
2025
Q3 | $20M | Sell |
44,927
-6,476
| -13% | -$2.25M | 0.92% | 17 |
|
|
2025
Q2 | $16.3M | Buy |
+51,403
| New | +$15.5M | 0.77% | 19 |
|
|
2024
Q4 | $25.3M | Sell |
62,589
-7,307
| -10% | -$2.35M | 0.83% | 16 |
|
|
2024
Q3 | $17.9M | Sell |
69,896
-5,649
| -7% | -$1.29M | 0.5% | 34 |
|
|
2024
Q2 | $14.9M | Sell |
75,545
-19,758
| -21% | -$3.45M | 0.38% | 44 |
|
|
2024
Q1 | $23.8M | Sell |
95,303
-18,739
| -16% | -$3.66M | 0.64% | 24 |
|
|
2023
Q4 | $28.3M | Buy |
114,042
+18,739
| +20% | +$4.45M | 0.76% | 14 |
|
|
2023
Q3 | $23.8M | Sell |
95,303
-27,653
| -22% | -$7.1M | 0.64% | 24 |
|
|
2023
Q2 | $32.2M | Sell |
122,956
-6,725
| -5% | -$1.34M | 0.72% | 16 |
|
|
2023
Q1 | $26.9M | Buy |
129,681
+18,834
| +17% | +$3.29M | 0.72% | 17 |
|
|
2022
Q4 | $13.7M | Sell |
110,847
-7,660
| -6% | -$1.45M | 0.38% | 55 |
|
|
2022
Q3 | $31.4M | Buy |
118,507
+14,071
| +13% | +$3.93M | 0.95% | 7 |
|
|
2022
Q2 | $23.4M | Buy |
104,436
+3,948
| +4% | +$1.08M | 0.99% | 10 |
|
|
2022
Q1 | $36.1M | Buy |
100,488
+11,220
| +13% | +$3.49M | 1.18% | 8 |
|
|
2021
Q4 | $31.4M | Buy |
89,268
+5,859
| +7% | +$1.97M | 0.91% | 13 |
|
|
2021
Q3 | $21.1M | Buy |
83,409
+1,881
| +2% | +$443K | 0.67% | 16 |
|
|
2021
Q2 | $18.4M | Sell |
81,528
-2,841
| -3% | -$617K | 0.6% | 23 |
|
|
2021
Q1 | $19M | Buy |
84,369
+1,611
| +2% | +$404K | 0.67% | 19 |
|
|
2020
Q4 | $19.5M | Buy |
82,758
+11,496
| +16% | +$1.96M | 1.04% | 12 |
|
|
2020
Q3 | $11.7M | Sell |
71,262
-498
| -0.7% | -$58.8K | 0.63% | 31 |
|
|
2020
Q2 | $5.17M | Buy |
71,760
+13,170
| +22% | +$712K | 0.35% | 73 |
|
|
2020
Q1 | $2.05M | Buy |
58,590
+41,790
| +249% | +$1.73M | 0.17% | 134 |
|
|
2019
Q4 | $469K | Buy |
16,800
+1,680
| +11% | +$36.4K | 0.04% | 456 |
|
|
2019
Q3 | $243K | Sell |
15,120
-6,300
| -29% | -$98.6K | 0.02% | 668 |
|
|
2019
Q2 | $320K | Sell |
21,420
-15,480
| -42% | -$241K | 0.04% | 538 |
|
|
2019
Q1 | $689K | Buy |
36,900
+11,580
| +46% | +$232K | 0.09% | 252 |
|
|
2018
Q4 | $563K | Sell |
25,320
-67,575
| -73% | -$1.45M | 0.08% | 268 |
|
|
2018
Q3 | $1.64M | Buy |
92,895
+14,820
| +19% | +$309K | 0.2% | 118 |
|
|
2018
Q2 | $1.79M | Buy |
78,075
+57,510
| +280% | +$1.17M | 0.24% | 102 |
|
|
2018
Q1 | $365K | Sell |
20,565
-3,825
| -16% | -$84.1K | 0.05% | 396 |
|
|
2017
Q4 | $507K | Buy |
24,390
+1,335
| +6% | +$29K | 0.07% | 308 |
|
|
2017
Q3 | $525K | Sell |
23,055
-1,755
| -7% | -$40.5K | 0.09% | 249 |
|
|
2017
Q2 | $599K | Sell |
24,810
-3,795
| -13% | -$83.5K | 0.11% | 221 |
|
|
2017
Q1 | $531K | Sell |
28,605
-4,215
| -13% | -$71.3K | 0.11% | 224 |
|
|
2016
Q4 | $468K | Sell |
32,820
-1,935
| -6% | -$25.4K | 0.1% | 243 |
|
|
2016
Q3 | $473K | Sell |
34,755
-8,760
| -20% | -$126K | 0.09% | 276 |
|
|
2016
Q2 | $616K | Buy |
43,515
+2,310
| +6% | +$35K | 0.12% | 210 |
|
|
2016
Q1 | $631K | Buy |
41,205
+9,045
| +28% | +$119K | 0.15% | 175 |
|
|
2015
Q4 | $516K | Buy |
32,160
+1,065
| +3% | +$15.9K | 0.1% | 240 |
|
|
2015
Q3 | $516K | Buy |
31,095
+10,875
| +54% | +$185K | 0.12% | 225 |
|
|
2015
Q2 | $362K | Sell |
20,220
-16,905
| -46% | -$267K | 0.09% | 279 |
|
|
2015
Q1 | $467K | Sell |
37,125
-10,620
| -22% | -$143K | 0.11% | 238 |
|
|
2014
Q4 | $3.43K | Buy |
47,745
+39,825
| +503% | +$622K | 0.07% | 337 |
|
|
2014
Q3 | $310K | Sell |
7,920
-20,730
| -72% | -$342K | 0.08% | 350 |
|
|
2014
Q2 | $203K | Buy |
+28,650
| New | +$400K | 0.05% | 447 |
|
Other funds holding TSLA
HAM
CRM
CNB
NAH
II
B. Riley Wealth Advisors's TSLA Position: Q2 2026 in Review
B. Riley Wealth Advisors increased its Tesla (TSLA) stake by 0.44% in Q2 2026, buying an estimated $46.1K and bringing the position to 26,754 shares worth $11M. The position accounts for 0.59% of the portfolio, ranked #30.
B. Riley Wealth Advisors first reported a position in TSLA in Q2 2014 and has held it in 48 quarters since. The position peaked at $36.1M in Q1 2022. 1,510 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.
- B. Riley Wealth Advisors held 26,754 shares of Tesla worth $11M as of Q2 2026.
- B. Riley Wealth Advisors bought 116 Tesla shares in Q2 2026, an estimated $46.1K.
- Tesla made up 0.59% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #30 holding.
- B. Riley Wealth Advisors first reported a position in Tesla in Q2 2014 and has held it in 48 quarters since.
- B. Riley Wealth Advisors's Tesla position peaked at $36.1M in Q1 2022.
- 1,510 funds tracked by Wall St. Rank held Tesla as of Q2 2026.
Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.