Shira Ridge Wealth Management’s Tesla TSLA Stock Holding History

Shira Ridge Wealth Management’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	$389K	Buy	926 +3	+0.3%	+$1.19K	0.14%	57
2026 Q1	$343K	Buy	923 +14	+2%	+$5.77K	0.14%	59
2025 Q4	$409K	Sell	909 -17	-2%	-$7.54K	0.16%	55
2025 Q3	$412K	Sell	926 -47	-5%	-$16.3K	0.17%	54
2025 Q2	$309K	Buy	973 +18	+2%	+$5.42K	0.14%	62
2025 Q1	$247K	Sell	955 -1	-0.1%	-$333	0.12%	65
2024 Q4	$386K	Buy	956 +101	+12%	+$32.5K	0.19%	57
2024 Q3	$224K	Buy	+855	New	+$195K	0.11%	73

Other funds holding TSLA

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Shira Ridge Wealth Management's TSLA Position: Q2 2026 in Review

Shira Ridge Wealth Management increased its Tesla (TSLA) stake by 0.33% in Q2 2026, buying an estimated $1.19K and bringing the position to 926 shares worth $389K. The position accounts for 0.14% of the portfolio, ranked #57.

Shira Ridge Wealth Management first reported a position in TSLA in Q3 2024 and has held it in 8 quarters since. The position peaked at $412K in Q3 2025. 2,101 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

Shira Ridge Wealth Management held 926 shares of Tesla worth $389K as of Q2 2026.
Shira Ridge Wealth Management bought 3 Tesla shares in Q2 2026, an estimated $1.19K.
Tesla made up 0.14% of Shira Ridge Wealth Management's portfolio in Q2 2026, its #57 holding.
Shira Ridge Wealth Management first reported a position in Tesla in Q3 2024 and has held it in 8 quarters since.
Shira Ridge Wealth Management's Tesla position peaked at $412K in Q3 2025.
2,101 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Shira Ridge Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.