LRI Investments’s Tesla TSLA Stock Holding History

LRI Investments’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	$2.51M	Buy	5,963 +1,484	+33%	+$590K	0.2%	62
2026 Q1	$1.67M	Sell	4,479 -218	-5%	-$89.8K	0.15%	80
2025 Q4	$2.11M	Buy	4,697 +714	+18%	+$317K	0.17%	65
2025 Q3	$1.77M	Buy	3,983 +227	+6%	+$78.7K	0.15%	69
2025 Q2	$1.19M	Buy	3,756 +754	+25%	+$227K	0.1%	94
2025 Q1	$778K	Buy	3,002 +1,332	+80%	+$444K	0.08%	123
2024 Q4	$675K	Buy	1,670 +349	+26%	+$112K	0.07%	111
2024 Q3	$411K	Sell	1,321 -488	-27%	-$111K	0.04%	173
2024 Q2	$358K	Buy	1,809 +1,239	+217%	+$217K	0.04%	146
2024 Q1	$100K	Buy	+570	New	+$111K	0.03%	202

Other funds holding TSLA

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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 Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

HAM

Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return

LRI Investments's TSLA Position: Q2 2026 in Review

LRI Investments increased its Tesla (TSLA) stake by 33% in Q2 2026, buying an estimated $590K and bringing the position to 5,963 shares worth $2.51M. The position accounts for 0.2% of the portfolio, ranked #62.

LRI Investments first reported a position in TSLA in Q1 2024 and has held it in 10 quarters since. 2,010 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

LRI Investments held 5,963 shares of Tesla worth $2.51M as of Q2 2026.
LRI Investments bought 1,484 Tesla shares in Q2 2026, an estimated $590K.
Tesla made up 0.2% of LRI Investments's portfolio in Q2 2026, its #62 holding.
LRI Investments first reported a position in Tesla in Q1 2024 and has held it in 10 quarters since.
2,010 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.