Meritas Wealth Management’s Tesla TSLA Stock Holding History

Meritas 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	Hold	1,320	–	–	0.22%	37
2026 Q1	$491K	Hold	1,320	–	–	0.22%	33
2025 Q4	$594K	Hold	1,320	–	–	0.29%	33
2025 Q3	$587K	Hold	1,320	–	–	0.29%	34
2025 Q2	$419K	Sell	1,320 -2	-0.2%	-$603	0.23%	37
2025 Q1	$343K	Buy	1,322 +2	+0.2%	+$667	0.2%	39
2024 Q4	$533K	Sell	1,320 -375	-22%	-$121K	0.32%	31
2024 Q3	$443K	Hold	1,695	–	–	0.27%	33
2024 Q2	$335K	Hold	1,695	–	–	0.24%	34
2024 Q1	$298K	Buy	1,695 +570	+51%	+$111K	0.21%	37
2023 Q4	$280K	Hold	1,125	–	–	0.21%	38
2023 Q3	$281K	Sell	1,125 -3	-0.3%	-$771	0.22%	32
2023 Q2	$295K	Hold	1,128	–	–	0.22%	33
2023 Q1	$234K	Buy	+1,128	New	+$197K	0.18%	37

Other funds holding TSLA

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

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

Meritas Wealth Management's TSLA Position: Q2 2026 in Review

Meritas Wealth Management held its Tesla (TSLA) position steady in Q2 2026 at 1,320 shares worth $555K. The position accounts for 0.22% of the portfolio, ranked #37.

Meritas Wealth Management first reported a position in TSLA in Q1 2023 and has held it in 14 quarters since. The position peaked at $594K in Q4 2025. 2,101 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

Meritas Wealth Management held 1,320 shares of Tesla worth $555K as of Q2 2026.
Meritas Wealth Management left its Tesla share count unchanged in Q2 2026.
Tesla made up 0.22% of Meritas Wealth Management's portfolio in Q2 2026, its #37 holding.
Meritas Wealth Management first reported a position in Tesla in Q1 2023 and has held it in 14 quarters since.
Meritas Wealth Management's Tesla position peaked at $594K in Q4 2025.
2,101 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

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