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Meriwether Wealth & Planning’s Tesla TSLA Stock Holding History

Meriwether Wealth & Planning’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 		$616K Buy
1,464
+85
+6% +$33.8K 0.31% 57
2026
Q1 		$513K Buy
1,379
+185
+15% +$76.2K 0.28% 61
2025
Q4 		$537K Sell
1,194
-56
-4% -$24.8K 0.3% 62
2025
Q3 		$556K Sell
1,250
-40
-3% -$13.9K 0.32% 57
2025
Q2 		$410K Buy
1,290
+45
+4% +$13.6K 0.26% 69
2025
Q1 		$323K Buy
1,245
+377
+43% +$126K 0.21% 82
2024
Q4 		$351K Buy
+868
New +$279K 0.25% 73

Other funds holding TSLA

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 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
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Meriwether Wealth & Planning's TSLA Position: Q2 2026 in Review

Meriwether Wealth & Planning increased its Tesla (TSLA) stake by 6.2% in Q2 2026, buying an estimated $33.8K and bringing the position to 1,464 shares worth $616K. The position accounts for 0.31% of the portfolio, ranked #57.

Meriwether Wealth & Planning first reported a position in TSLA in Q4 2024 and has held it in 7 quarters since. 781 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Meriwether Wealth & Planning held 1,464 shares of Tesla worth $616K as of Q2 2026.
  • Meriwether Wealth & Planning bought 85 Tesla shares in Q2 2026, an estimated $33.8K.
  • Tesla made up 0.31% of Meriwether Wealth & Planning's portfolio in Q2 2026, its #57 holding.
  • Meriwether Wealth & Planning first reported a position in Tesla in Q4 2024 and has held it in 7 quarters since.
  • 781 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q2 2026, filed 8 Jul 2026.