Loring Wolcott & Coolidge Fiduciary Advisors’s Tesla TSLA Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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	$2.76M	Buy	6,565 +823	+14%	+$327K	0.03%	111
2026 Q1	$2M	Sell	5,742 -10	-0.2%	-$4.12K	0.02%	124
2025 Q4	$2.48M	Sell	5,752 -465	-7%	-$206K	0.02%	116
2025 Q3	$2.79M	Sell	6,217 -37	-0.6%	-$12.8K	0.02%	110
2025 Q2	$1.99M	Sell	6,254 -1,885	-23%	-$568K	0.02%	127
2025 Q1	$2.04M	Sell	8,139 -6,684	-45%	-$2.23M	0.02%	124
2024 Q4	$5.89M	Sell	14,823 -2,136	-13%	-$687K	0.05%	91
2024 Q3	$4.42M	Sell	16,959 -489	-3%	-$112K	0.04%	103
2024 Q2	$4.48M	Sell	17,448 -845	-5%	-$148K	0.04%	88
2024 Q1	$2.6M	Sell	18,293 -779	-4%	-$152K	0.03%	102
2023 Q4	$3.57M	Sell	19,072 -143	-0.7%	-$34K	0.04%	93
2023 Q3	$4.2M	Sell	19,215 -315	-2%	-$80.9K	0.05%	85
2023 Q2	$5.11M	Sell	19,530 -571	-3%	-$114K	0.05%	80
2023 Q1	$4.17M	Sell	20,101 -1,189	-6%	-$207K	0.05%	89
2022 Q4	$2.62M	Buy	21,290 +484	+2%	+$91.6K	0.03%	101
2022 Q3	$5.52M	Sell	20,806 -527	-2%	-$147K	0.07%	80
2022 Q2	$4.79M	Buy	21,333 +63	+0.3%	+$17.2K	0.06%	84
2022 Q1	$7.64M	Sell	21,270 -1,089	-5%	-$339K	0.08%	76
2021 Q4	$7.88M	Buy	22,359 +765	+4%	+$257K	0.07%	78
2021 Q3	$5.58M	Buy	21,594 +780	+4%	+$184K	0.06%	85
2021 Q2	$4.72M	Buy	20,814 +108	+0.5%	+$23.4K	0.05%	91
2021 Q1	$4.61M	Sell	20,706 -1,938	-9%	-$487K	0.05%	88
2020 Q4	$5.33M	Sell	22,644 -540	-2%	-$92.2K	0.06%	81
2020 Q3	$3.31M	Sell	23,184 -96	-0.4%	-$11.3K	0.04%	95
2020 Q2	$1.68M	Sell	23,280 -1,050	-4%	-$56.8K	0.02%	118
2020 Q1	$850K	Buy	24,330 +300	+1%	+$12.4K	0.01%	136
2019 Q4	$670K	Sell	24,030 -1,065	-4%	-$23.1K	0.01%	180
2019 Q3	$403K	Buy	25,095 +1,500	+6%	+$23.5K	0.01%	213
2019 Q2	$352K	Buy	23,595 +2,385	+11%	+$37.1K	0.01%	218
2019 Q1	$396K	Buy	21,210 +1,740	+9%	+$34.9K	0.01%	206
2018 Q4	$432K	Sell	19,470 -570	-3%	-$12.3K	0.01%	204
2018 Q3	$354K	Hold	20,040	–	–	0.01%	222
2018 Q2	$458K	Sell	20,040 -525	-3%	-$10.7K	0.01%	204
2018 Q1	$365K	Buy	20,565 +1,110	+6%	+$24.4K	0.01%	219
2017 Q4	$404K	Hold	19,455	–	–	0.01%	216
2017 Q3	$442K	Hold	19,455	–	–	0.01%	204
2017 Q2	$420K	Buy	19,455 +1,050	+6%	+$23.1K	0.01%	204
2017 Q1	$341K	Buy	18,405 +1,665	+10%	+$28.2K	0.01%	218
2016 Q4	$238K	Buy	16,740 +5,865	+54%	+$77.1K	0.01%	250
2016 Q3	$148K	Sell	10,875 -675	-6%	-$9.75K	﹤0.01%	294
2016 Q2	$163K	Sell	11,550 -750	-6%	-$11.4K	﹤0.01%	275
2016 Q1	$188K	Buy	12,300 +1,980	+19%	+$26K	﹤0.01%	246
2015 Q4	$165K	Buy	10,320 +2,370	+30%	+$35.5K	﹤0.01%	280
2015 Q3	$142K	Hold	7,950	–	–	﹤0.01%	313
2015 Q2	$142K	Buy	7,950 +2,700	+51%	+$42.7K	﹤0.01%	313
2015 Q1	$66K	Sell	5,250 -225	-4%	-$3.04K	﹤0.01%	404
2014 Q4	$81K	Sell	5,475 -225	-4%	-$3.52K	﹤0.01%	378
2014 Q3	$92K	Sell	5,700 -6,300	-53%	-$104K	﹤0.01%	349
2014 Q2	$192K	Buy	12,000 +7,575	+171%	+$106K	0.01%	279
2014 Q1	$61K	Sell	4,425 -3,975	-47%	-$53.2K	﹤0.01%	396
2013 Q4	$84K	Buy	+8,400	New	+$85.8K	﹤0.01%	350

Other funds holding TSLA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

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

Loring Wolcott & Coolidge Fiduciary Advisors's TSLA Position: Q2 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors increased its Tesla (TSLA) stake by 14% in Q2 2026, buying an estimated $327K and bringing the position to 6,565 shares worth $2.76M. The position accounts for 0.03% of the portfolio, ranked #111.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in TSLA in Q4 2013 and has held it in 51 quarters since. The position peaked at $7.88M in Q4 2021. 2,843 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

Loring Wolcott & Coolidge Fiduciary Advisors held 6,565 shares of Tesla worth $2.76M as of Q2 2026.
Loring Wolcott & Coolidge Fiduciary Advisors bought 823 Tesla shares in Q2 2026, an estimated $327K.
Tesla made up 0.03% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #111 holding.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Tesla in Q4 2013 and has held it in 51 quarters since.
Loring Wolcott & Coolidge Fiduciary Advisors's Tesla position peaked at $7.88M in Q4 2021.
2,843 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.