Robertson Stephens Wealth Management, LLC
Position in TSLA — Tesla, Inc.
CIK 1767307
San Francisco, CA
Position in TSLA
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$5,360,547
+$226,680 QoQ
Shares Held
12,745
-7.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#1,149
of 4,245 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 6%
Shared 0%
None 94%
Common Shares in TSLA Over Time
Shares Held
Position Value (USD)
Position in Auto Manufacturers
Consumer Cyclical · as of Jun 30, 2026Robertson Stephens Wealth Management, LLC holds $5,964,071 across 2 Auto Manufacturers names. TSLA ranks #1 (89.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSLA |
Tesla, Inc.
This page
|
12,745 | $5,360,547 | |
| 2 | F |
Ford Motor Co
|
43,419 | $603,524 |
All Filings in TSLA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,360,547 | 12,745 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $5,133,867 | 13,810 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $5,733,930 | 12,750 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $5,611,032 | 12,617 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $4,322,081 | 13,606 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $3,548,418 | 13,692 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $5,830,641 | 14,438 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $3,776,890 | 14,436 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,819,592 | 14,249 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,751,992 | 15,655 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $3,956,050 | 15,921 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $3,843,379 | 15,360 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $3,995,133 | 15,262 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $3,917,052 | 18,881 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,865,437 | 15,144 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $4,025,434 | 15,176 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,505,150 | 5,205 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $5,258,688 | 4,880 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $3,904,802 | 3,695 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,362,887 | 3,047 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $2,016,670 | 2,967 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $2,072,586 | 3,103 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $2,769,048 | 3,924 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $1,906,949 | 4,445 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $959,950 | 889 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $465,835 | 889 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||