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Ridgeline Wealth Planning’s Tesla TSLA Stock Holding History

Ridgeline 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 		$210K Buy
+500
New +$199K 0.13% 53
2026
Q1 		– Sell
-488
Closed -$219K – 52
2025
Q4 		$219K Buy
+488
New +$216K 0.16% 47

Other funds holding TSLA

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Ridgeline Wealth Planning's TSLA Position: Q2 2026 in Review

Ridgeline Wealth Planning opened a new position in Tesla (TSLA) in Q2 2026: 500 shares worth $210K. The stake represents 0.13% of the portfolio and ranks #53 among its holdings. This is a return to the name: Ridgeline Wealth Planning previously reported a position in TSLA as recently as Q4 2025.

Ridgeline Wealth Planning first reported a position in TSLA in Q4 2025 and has held it in 2 quarters since. The position peaked at $219K in Q4 2025. 1,453 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Ridgeline Wealth Planning held 500 shares of Tesla worth $210K as of Q2 2026.
  • Tesla was a new Ridgeline Wealth Planning position in Q2 2026.
  • Tesla made up 0.13% of Ridgeline Wealth Planning's portfolio in Q2 2026, its #53 holding.
  • Ridgeline Wealth Planning first reported a position in Tesla in Q4 2025 and has held it in 2 quarters since.
  • Ridgeline Wealth Planning's Tesla position peaked at $219K in Q4 2025.
  • 1,453 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Ridgeline Wealth Planning's 13F filing for Q2 2026, filed 24 Jul 2026.