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Forum Financial Management’s Tesla TSLA Stock Holding History

Forum Financial 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 		$2.64M Buy
6,275
+190
+3% +$75.6K 0.03% 77
2026
Q1 		$2.26M Sell
6,085
-14,807
-71% -$6.1M 0.03% 81
2025
Q4 		$9.4M Buy
20,892
+1,328
+7% +$589K 0.12% 41
2025
Q3 		$8.7M Sell
19,564
-875
-4% -$303K 0.12% 41
2025
Q2 		$6.49M Sell
20,439
-343
-2% -$103K 0.1% 45
2025
Q1 		$5.39M Sell
20,782
-7,072
-25% -$2.36M 0.09% 51
2024
Q4 		$11.2M Buy
27,854
+1,647
+6% +$530K 0.19% 32
2024
Q3 		$6.86M Sell
26,207
-2,053
-7% -$468K 0.11% 41
2024
Q2 		$5.59M Buy
28,260
+6,778
+32% +$1.18M 0.1% 42
2024
Q1 		$3.78M Sell
21,482
-290
-1% -$56.7K 0.06% 64
2023
Q4 		$5.41M Buy
21,772
+3,582
+20% +$851K 0.1% 43
2023
Q3 		$4.55M Buy
18,190
+205
+1% +$52.7K 0.1% 46
2023
Q2 		$4.71M Buy
17,985
+1,783
+11% +$357K 0.11% 42
2023
Q1 		$3.36M Buy
16,202
+350
+2% +$61.1K 0.1% 50
2022
Q4 		$1.95M Buy
15,852
+220
+1% +$41.7K 0.06% 74
2022
Q3 		$4.15M Sell
15,632
-337
-2% -$94.1K 0.2% 37
2022
Q2 		$3.58M Buy
15,969
+882
+6% +$241K 0.18% 37
2022
Q1 		$5.42M Buy
15,087
+2,658
+21% +$828K 0.26% 22
2021
Q4 		$4.38M Buy
+12,429
New +$4.17M 0.23% 25

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

Forum Financial Management's TSLA Position: Q2 2026 in Review

Forum Financial Management increased its Tesla (TSLA) stake by 3.1% in Q2 2026, buying an estimated $75.6K and bringing the position to 6,275 shares worth $2.64M. The position accounts for 0.03% of the portfolio, ranked #77.

Forum Financial Management first reported a position in TSLA in Q4 2021 and has held it in 19 quarters since. The position peaked at $11.2M in Q4 2024. 4,283 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Forum Financial Management held 6,275 shares of Tesla worth $2.64M as of Q2 2026.
  • Forum Financial Management bought 190 Tesla shares in Q2 2026, an estimated $75.6K.
  • Tesla made up 0.03% of Forum Financial Management's portfolio in Q2 2026, its #77 holding.
  • Forum Financial Management first reported a position in Tesla in Q4 2021 and has held it in 19 quarters since.
  • Forum Financial Management's Tesla position peaked at $11.2M in Q4 2024.
  • 4,283 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.