Richardson Financial Services’s Tesla TSLA Stock Holding History

Richardson Financial Services’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 Q1	$877K	Buy	2,358 +90	+4%	+$37.1K	0.55%	41
2025 Q4	$1.02M	Sell	2,268 -399	-15%	-$177K	0.33%	36
2025 Q3	$1.19M	Buy	2,667 +80	+3%	+$27.7K	0.74%	28
2025 Q2	$778K	Buy	2,587 +102	+4%	+$30.7K	0.52%	48
2025 Q1	$644K	Sell	2,485 -26	-1%	-$8.66K	0.49%	52
2024 Q4	$1.05M	Buy	2,511 +321	+15%	+$103K	0.74%	30
2024 Q3	$434K	Buy	2,190 +3	+0.1%	+$684	0.28%	90
2024 Q2	$433K	Sell	2,187 -107	-5%	-$18.7K	0.31%	86
2024 Q1	$403K	Buy	2,294 +715	+45%	+$140K	0.28%	93
2023 Q4	$392K	Buy	+1,579	New	+$375K	0.34%	82

Other funds holding TSLA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Richardson Financial Services's TSLA Position: Q1 2026 in Review

Richardson Financial Services increased its Tesla (TSLA) stake by 4% in Q1 2026, buying an estimated $37.1K and bringing the position to 2,358 shares worth $877K. The position accounts for 0.55% of the portfolio, ranked #41.

Richardson Financial Services first reported a position in TSLA in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.19M in Q3 2025. 4,174 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

Richardson Financial Services held 2,358 shares of Tesla worth $877K as of Q1 2026.
Richardson Financial Services bought 90 Tesla shares in Q1 2026, an estimated $37.1K.
Tesla made up 0.55% of Richardson Financial Services's portfolio in Q1 2026, its #41 holding.
Richardson Financial Services first reported a position in Tesla in Q4 2023 and has held it in 10 quarters since.
Richardson Financial Services's Tesla position peaked at $1.19M in Q3 2025.
4,174 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Richardson Financial Services's 13F filing for Q1 2026, filed 4 May 2026.