Robertson Stephens Wealth Management’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
$5.36M Sell
12,745
-1,065
-8% -$424K 0.13% 119
2026
Q1
$5.13M Buy
13,810
+1,060
+8% +$437K 0.14% 122
2025
Q4
$5.73M Buy
12,750
+133
+1% +$59K 0.15% 111
2025
Q3
$5.61M Sell
12,617
-989
-7% -$343K 0.17% 96
2025
Q2
$4.32M Sell
13,606
-86
-0.6% -$25.9K 0.14% 115
2025
Q1
$3.55M Sell
13,692
-746
-5% -$249K 0.12% 135
2024
Q4
$5.83M Buy
14,438
+2
+0% +$643 0.21% 99
2024
Q3
$3.78M Buy
14,436
+187
+1% +$42.6K 0.14% 138
2024
Q2
$2.82M Sell
14,249
-1,406
-9% -$246K 0.14% 118
2024
Q1
$2.75M Sell
15,655
-266
-2% -$52K 0.15% 119
2023
Q4
$3.96M Buy
15,921
+561
+4% +$133K 0.24% 77
2023
Q3
$3.84M Buy
15,360
+98
+0.6% +$25.2K 0.26% 80
2023
Q2
$4M Sell
15,262
-3,619
-19% -$724K 0.28% 78
2023
Q1
$3.92M Buy
18,881
+3,737
+25% +$652K 0.3% 70
2022
Q4
$1.87M Sell
15,144
-32
-0.2% -$6.06K 0.18% 111
2022
Q3
$4.03M Sell
15,176
-439
-3% -$123K 0.42% 49
2022
Q2
$3.5M Buy
15,615
+975
+7% +$266K 0.33% 63
2022
Q1
$5.26M Buy
14,640
+3,555
+32% +$1.11M 0.44% 41
2021
Q4
$3.9M Buy
11,085
+1,944
+21% +$652K 0.33% 66
2021
Q3
$2.36M Buy
9,141
+240
+3% +$56.5K 0.27% 65
2021
Q2
$2.02M Sell
8,901
-408
-4% -$88.6K 0.24% 70
2021
Q1
$2.07M Sell
9,309
-2,463
-21% -$618K 0.33% 57
2020
Q4
$2.77M Sell
11,772
-1,563
-12% -$267K 0.58% 41
2020
Q3
$1.91M Hold
13,335
0.47% 46
2020
Q2
$959K Hold
13,335
0.28% 72
2020
Q1
$466K Buy
+13,335
New +$553K 0.16% 108

Other funds holding TSLA

Robertson Stephens Wealth Management's TSLA Position: Q2 2026 in Review

Robertson Stephens Wealth Management reduced its Tesla (TSLA) stake by 7.7% in Q2 2026, selling an estimated $424K and leaving 12,745 shares worth $5.36M. The position accounts for 0.13% of the portfolio, ranked #119.

Robertson Stephens Wealth Management first reported a position in TSLA in Q1 2020 and has held it in 26 quarters since. The position peaked at $5.83M in Q4 2024. 2,014 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Robertson Stephens Wealth Management held 12,745 shares of Tesla worth $5.36M as of Q2 2026.
  • Robertson Stephens Wealth Management sold 1,065 Tesla shares in Q2 2026, an estimated $424K.
  • Tesla made up 0.13% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #119 holding.
  • Robertson Stephens Wealth Management first reported a position in Tesla in Q1 2020 and has held it in 26 quarters since.
  • Robertson Stephens Wealth Management's Tesla position peaked at $5.83M in Q4 2024.
  • 2,014 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.