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 Q2	$242K	Sell	576 -3	-0.5%	-$1.19K	0.06%	75
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Valley Forge Investment Consultants's TSLA Position: Q2 2026 in Review

Valley Forge Investment Consultants reduced its Tesla (TSLA) stake by 0.52% in Q2 2026, selling an estimated $1.19K and leaving 576 shares worth $242K. The position accounts for 0.06% of the portfolio, ranked #75.

Valley Forge Investment Consultants first reported a position in TSLA in Q4 2021 and has held it in 10 quarters since. The position peaked at $260K in Q4 2025. 4,317 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

Valley Forge Investment Consultants held 576 shares of Tesla worth $242K as of Q2 2026.
Valley Forge Investment Consultants sold 3 Tesla shares in Q2 2026, an estimated $1.19K.
Tesla made up 0.06% of Valley Forge Investment Consultants's portfolio in Q2 2026, its #75 holding.
Valley Forge Investment Consultants first reported a position in Tesla in Q4 2021 and has held it in 10 quarters since.
Valley Forge Investment Consultants's Tesla position peaked at $260K in Q4 2025.
4,317 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Valley Forge Investment Consultants's 13F filing for Q2 2026, filed 7 Aug 2026.