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Ritter Daniher Financial Advisory’s Tesla TSLA Stock Holding History

Ritter Daniher Financial Advisory’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 		$1.45M Buy
3,452
+25
+0.7% +$9.94K 0.22% 53
2026
Q1 		$1.27M Buy
3,427
+1
+0% +$412 0.22% 59
2025
Q4 		$1.54M Hold
3,426
– – 0.26% 46
2025
Q3 		$1.52M Buy
3,426
+486
+17% +$169K 0.27% 46
2025
Q2 		$934K Buy
2,940
+307
+12% +$92.5K 0.23% 39
2025
Q1 		$682K Sell
2,633
-153
-5% -$51K 0.19% 42
2024
Q4 		$1.13M Sell
2,786
-145
-5% -$46.7K 0.32% 30
2024
Q3 		$767K Sell
2,931
-45
-2% -$10.3K 0.22% 38
2024
Q2 		$589K Buy
2,976
+909
+44% +$159K 0.19% 43
2024
Q1 		$363K Sell
2,067
-515
-20% -$101K 0.12% 58
2023
Q4 		$642K Sell
2,582
-420
-14% -$99.8K 0.24% 39
2023
Q3 		$751K Buy
3,002
+45
+2% +$11.6K 0.32% 29
2023
Q2 		$774K Buy
2,957
+40
+1% +$8K 0.32% 28
2023
Q1 		$605K Buy
2,917
+150
+5% +$26.2K 0.27% 37
2022
Q4 		$341K Buy
2,767
+397
+17% +$75.2K 0.16% 53
2022
Q3 		$629K Hold
2,370
– – 0.45% 30
2022
Q2 		$532K Hold
2,370
– – 0.38% 32
2022
Q1 		$851K Buy
2,370
+345
+17% +$107K 0.59% 21
2021
Q4 		$713K Buy
2,025
+435
+27% +$146K 0.48% 24
2021
Q3 		$411K Buy
1,590
+15
+1% +$3.53K 0.3% 32
2021
Q2 		$357K Buy
1,575
+60
+4% +$13K 0.27% 37
2021
Q1 		$337K Sell
1,515
-150
-9% -$37.7K 0.27% 37
2020
Q4 		$392K Buy
+1,665
New +$284K 0.34% 31

Other funds holding TSLA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ritter Daniher Financial Advisory's TSLA Position: Q2 2026 in Review

Ritter Daniher Financial Advisory increased its Tesla (TSLA) stake by 0.73% in Q2 2026, buying an estimated $9.94K and bringing the position to 3,452 shares worth $1.45M. The position accounts for 0.22% of the portfolio, ranked #53.

Ritter Daniher Financial Advisory first reported a position in TSLA in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.54M in Q4 2025. 4,282 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Ritter Daniher Financial Advisory held 3,452 shares of Tesla worth $1.45M as of Q2 2026.
  • Ritter Daniher Financial Advisory bought 25 Tesla shares in Q2 2026, an estimated $9.94K.
  • Tesla made up 0.22% of Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #53 holding.
  • Ritter Daniher Financial Advisory first reported a position in Tesla in Q4 2020 and has held it in 23 quarters since.
  • Ritter Daniher Financial Advisory's Tesla position peaked at $1.54M in Q4 2025.
  • 4,282 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Ritter Daniher Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.