Richards, Merrill & Peterson’s Tesla TSLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$854K Buy
2,030
+63
+3% +$25.1K 0.27% 93
2026
Q1
$731K Buy
1,967
+96
+5% +$39.5K 0.27% 96
2025
Q4
$841K Buy
1,871
+5
+0.3% +$2.22K 0.32% 84
2025
Q3
$830K Buy
1,866
+238
+15% +$82.5K 0.36% 83
2025
Q2
$517K Buy
1,628
+12
+0.7% +$3.62K 0.25% 103
2025
Q1
$419K Sell
1,616
-286
-15% -$95.3K 0.22% 101
2024
Q4
$768K Buy
+1,902
New +$612K 0.4% 66

Other funds holding TSLA

Richards, Merrill & Peterson's TSLA Position: Q2 2026 in Review

Richards, Merrill & Peterson increased its Tesla (TSLA) stake by 3.2% in Q2 2026, buying an estimated $25.1K and bringing the position to 2,030 shares worth $854K. The position accounts for 0.27% of the portfolio, ranked #93.

Richards, Merrill & Peterson first reported a position in TSLA in Q4 2024 and has held it in 7 quarters since. 1,882 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Richards, Merrill & Peterson held 2,030 shares of Tesla worth $854K as of Q2 2026.
  • Richards, Merrill & Peterson bought 63 Tesla shares in Q2 2026, an estimated $25.1K.
  • Tesla made up 0.27% of Richards, Merrill & Peterson's portfolio in Q2 2026, its #93 holding.
  • Richards, Merrill & Peterson first reported a position in Tesla in Q4 2024 and has held it in 7 quarters since.
  • 1,882 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2026, filed 16 Jul 2026.