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Lord & Richards Wealth Management’s Tesla TSLA Stock Holding History

Lord & Richards Wealth Management’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 		$555K Sell
1,319
-89
-6% -$35.4K 0.43% 43
2026
Q1 		$523K Sell
1,408
-44
-3% -$18.1K 0.46% 42
2025
Q4 		$653K Buy
1,452
+94
+7% +$41.7K 0.56% 40
2025
Q3 		$604K Buy
1,358
+96
+8% +$33.3K 0.55% 39
2025
Q2 		$401K Buy
1,262
+205
+19% +$61.8K 0.42% 46
2025
Q1 		$274K Buy
+1,057
New +$352K 0.31% 62

Other funds holding TSLA

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
HAM
Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
NAH
Neumann Advisory (HK) Central, Hong Kong $356M AUM 37.48% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Lord & Richards Wealth Management's TSLA Position: Q2 2026 in Review

Lord & Richards Wealth Management reduced its Tesla (TSLA) stake by 6.3% in Q2 2026, selling an estimated $35.4K and leaving 1,319 shares worth $555K. The position accounts for 0.43% of the portfolio, ranked #43.

Lord & Richards Wealth Management first reported a position in TSLA in Q1 2025 and has held it in 6 quarters since. The position peaked at $653K in Q4 2025. 1,293 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Lord & Richards Wealth Management held 1,319 shares of Tesla worth $555K as of Q2 2026.
  • Lord & Richards Wealth Management sold 89 Tesla shares in Q2 2026, an estimated $35.4K.
  • Tesla made up 0.43% of Lord & Richards Wealth Management's portfolio in Q2 2026, its #43 holding.
  • Lord & Richards Wealth Management first reported a position in Tesla in Q1 2025 and has held it in 6 quarters since.
  • Lord & Richards Wealth Management's Tesla position peaked at $653K in Q4 2025.
  • 1,293 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Lord & Richards Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.