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
Q3
$740K Buy
2,085
+55
+3% +$19.7K 0.23% 101
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: Q3 2026 in Review

Richards, Merrill & Peterson increased its Tesla (TSLA) stake by 2.7% in Q3 2026, buying an estimated $19.7K and bringing the position to 2,085 shares worth $740K. The position accounts for 0.23% of the portfolio, ranked #101.

Richards, Merrill & Peterson first reported a position in TSLA in Q4 2024 and has held it in 8 quarters since. The position peaked at $854K in Q2 2026. 3,717 funds tracked by Wall St. Rank hold TSLA as of Q3 2026.

  • Richards, Merrill & Peterson held 2,085 shares of Tesla worth $740K as of Q3 2026.
  • Richards, Merrill & Peterson bought 55 Tesla shares in Q3 2026, an estimated $19.7K.
  • Tesla made up 0.23% of Richards, Merrill & Peterson's portfolio in Q3 2026, its #101 holding.
  • Richards, Merrill & Peterson first reported a position in Tesla in Q4 2024 and has held it in 8 quarters since.
  • Richards, Merrill & Peterson's Tesla position peaked at $854K in Q2 2026.
  • 3,717 funds tracked by Wall St. Rank held Tesla as of Q3 2026.

Based on Richards, Merrill & Peterson's 13F filing for Q3 2026, filed 19 Oct 2026.