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Leonard Rickey Investment Advisors’s Tesla TSLA Stock Holding History

Leonard Rickey Investment Advisors’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 		$662K Sell
1,575
-522
-25% -$208K 0.1% 60
2026
Q1 		$780K Buy
2,097
+61
+3% +$25.1K 0.13% 54
2025
Q4 		$916K Buy
2,036
+49
+2% +$21.7K 0.17% 50
2025
Q3 		$884K Sell
1,987
-70
-3% -$24.3K 0.17% 50
2025
Q2 		$653K Sell
2,057
-62
-3% -$18.7K 0.13% 56
2025
Q1 		$535K Sell
2,119
-21
-1% -$7K 0.12% 56
2024
Q4 		$864K Sell
2,140
-128
-6% -$41.2K 0.2% 45
2024
Q3 		$593K Buy
2,268
+1,065
+89% +$243K 0.13% 55
2024
Q2 		$238K Buy
+1,203
New +$210K 0.06% 93
2024
Q1 		– Sell
-2,093
Closed -$520K – 97
2023
Q4 		$520K Sell
2,093
-1
-0% -$238 0.15% 52
2023
Q3 		$524K Buy
2,094
+24
+1% +$6.17K 0.17% 48
2023
Q2 		$542K Sell
2,070
-129
-6% -$25.8K 0.2% 42
2023
Q1 		$456K Buy
+2,199
New +$384K 0.18% 47
2022
Q4 		– Sell
-2,342
Closed -$621K – 71
2022
Q3 		$621K Buy
2,342
+8
+0.3% +$2.23K 0.29% 33
2022
Q2 		$524K Sell
2,334
-168
-7% -$45.9K 0.23% 38
2022
Q1 		$899K Buy
2,502
+438
+21% +$136K 0.34% 31
2021
Q4 		$727K Buy
2,064
+81
+4% +$27.2K 0.27% 38
2021
Q3 		$513K Buy
1,983
+12
+0.6% +$2.82K 0.22% 42
2021
Q2 		$427K Sell
1,971
-39
-2% -$8.47K 0.18% 45
2021
Q1 		$448K Buy
+2,010
New +$505K 0.18% 39

Other funds holding TSLA

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Leonard Rickey Investment Advisors's TSLA Position: Q2 2026 in Review

Leonard Rickey Investment Advisors reduced its Tesla (TSLA) stake by 25% in Q2 2026, selling an estimated $208K and leaving 1,575 shares worth $662K. The position accounts for 0.1% of the portfolio, ranked #60.

Leonard Rickey Investment Advisors first reported a position in TSLA in Q1 2021 and has held it in 20 quarters since. The position peaked at $916K in Q4 2025. 2,101 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Leonard Rickey Investment Advisors held 1,575 shares of Tesla worth $662K as of Q2 2026.
  • Leonard Rickey Investment Advisors sold 522 Tesla shares in Q2 2026, an estimated $208K.
  • Tesla made up 0.1% of Leonard Rickey Investment Advisors's portfolio in Q2 2026, its #60 holding.
  • Leonard Rickey Investment Advisors first reported a position in Tesla in Q1 2021 and has held it in 20 quarters since.
  • Leonard Rickey Investment Advisors's Tesla position peaked at $916K in Q4 2025.
  • 2,101 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Leonard Rickey Investment Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.