Valley Forge Investment Consultants’s Tesla TSLA Stock Holding History

Valley Forge Investment Consultants’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 Q1	$215K	Hold	579	–	–	0.06%	76
2025 Q4	$260K	Sell	579 -3	-0.5%	-$1.33K	0.08%	68
2025 Q3	$259K	Sell	582 -24	-4%	-$8.32K	0.08%	72
2025 Q2	$193K	Buy	+606	New	+$183K	0.06%	82
2025 Q1	–	Sell	-606	Closed	-$245K	–	89
2024 Q4	$245K	Sell	606 -45	-7%	-$14.5K	0.08%	69
2024 Q3	$170K	Buy	+651	New	+$148K	0.06%	72
2022 Q4	–	Sell	-672	Closed	-$178K	–	85
2022 Q3	$178K	Buy	+672	New	+$188K	0.1%	69
2022 Q2	–	Sell	-633	Closed	-$227K	–	89
2022 Q1	$227K	Buy	633 +18	+3%	+$5.61K	0.09%	68
2021 Q4	$217K	Buy	+615	New	+$206K	0.1%	66

Other funds holding TSLA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Valley Forge Investment Consultants's TSLA Position: Q1 2026 in Review

Valley Forge Investment Consultants held its Tesla (TSLA) position steady in Q1 2026 at 579 shares worth $215K. The position accounts for 0.06% of the portfolio, ranked #76.

Valley Forge Investment Consultants first reported a position in TSLA in Q4 2021 and has held it in 9 quarters since. The position peaked at $260K in Q4 2025. 4,175 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

Valley Forge Investment Consultants held 579 shares of Tesla worth $215K as of Q1 2026.
Valley Forge Investment Consultants left its Tesla share count unchanged in Q1 2026.
Tesla made up 0.06% of Valley Forge Investment Consultants's portfolio in Q1 2026, its #76 holding.
Valley Forge Investment Consultants first reported a position in Tesla in Q4 2021 and has held it in 9 quarters since.
Valley Forge Investment Consultants's Tesla position peaked at $260K in Q4 2025.
4,175 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Valley Forge Investment Consultants's 13F filing for Q1 2026, filed 21 Apr 2026.