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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
2023
Q4 		– Sell
-100
Closed -$85 – 88
2023
Q3 		$85 Buy
+100
New +$25.7K ﹤0.01% 81

Other funds holding TSLA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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. 2,843 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.
  • 2,843 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.