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Welch & Forbes’s Tesla TSLA Stock Holding History

Welch & Forbes’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 		$2.19M Buy
5,199
+318
+7% +$126K 0.03% 182
2026
Q1 		$1.81M Sell
4,881
-6
-0.1% -$2.47K 0.02% 187
2025
Q4 		$2.2M Sell
4,887
-17
-0.3% -$7.54K 0.03% 179
2025
Q3 		$2.18M Sell
4,904
-356
-7% -$123K 0.03% 180
2025
Q2 		$1.67M Buy
5,260
+99
+2% +$29.8K 0.02% 190
2025
Q1 		$1.34M Buy
5,161
+218
+4% +$72.7K 0.02% 207
2024
Q4 		$2M Sell
4,943
-4,208
-46% -$1.35M 0.03% 185
2024
Q3 		$2.39M Buy
9,151
+141
+2% +$32.2K 0.03% 176
2024
Q2 		$1.79M Sell
9,010
-602
-6% -$105K 0.02% 190
2024
Q1 		$1.69M Buy
9,612
+794
+9% +$155K 0.02% 197
2023
Q4 		$2.19M Sell
8,818
-10
-0.1% -$2.38K 0.03% 180
2023
Q3 		$2.21M Buy
8,828
+95
+1% +$24.4K 0.04% 172
2023
Q2 		$2.29M Buy
8,733
+826
+10% +$165K 0.04% 173
2023
Q1 		$1.64M Sell
7,907
-773
-9% -$135K 0.03% 186
2022
Q4 		$1.07M Sell
8,680
-56
-0.6% -$10.6K 0.02% 223
2022
Q3 		$2.32M Buy
8,736
+228
+3% +$63.7K 0.05% 161
2022
Q2 		$1.91M Buy
8,508
+4,311
+103% +$1.18M 0.03% 181
2022
Q1 		$1.51M Sell
4,197
-177
-4% -$55.1K 0.02% 197
2021
Q4 		$1.54M Buy
4,374
+309
+8% +$104K 0.02% 201
2021
Q3 		$1.05M Hold
4,065
– – 0.02% 221
2021
Q2 		$921K Hold
4,065
– – 0.02% 233
2021
Q1 		$905K Buy
4,065
+534
+15% +$134K 0.02% 224
2020
Q4 		$830K Buy
3,531
+81
+2% +$13.8K 0.02% 228
2020
Q3 		$493K Hold
3,450
– – 0.01% 249
2020
Q2 		$249K Buy
+3,450
New +$187K 0.01% 323

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

Welch & Forbes's TSLA Position: Q2 2026 in Review

Welch & Forbes increased its Tesla (TSLA) stake by 6.5% in Q2 2026, buying an estimated $126K and bringing the position to 5,199 shares worth $2.19M. The position accounts for 0.03% of the portfolio, ranked #182.

Welch & Forbes first reported a position in TSLA in Q2 2020 and has held it in 25 quarters since. The position peaked at $2.39M in Q3 2024. 4,282 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Welch & Forbes held 5,199 shares of Tesla worth $2.19M as of Q2 2026.
  • Welch & Forbes bought 318 Tesla shares in Q2 2026, an estimated $126K.
  • Tesla made up 0.03% of Welch & Forbes's portfolio in Q2 2026, its #182 holding.
  • Welch & Forbes first reported a position in Tesla in Q2 2020 and has held it in 25 quarters since.
  • Welch & Forbes's Tesla position peaked at $2.39M in Q3 2024.
  • 4,282 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Welch & Forbes's 13F filing for Q2 2026, filed 30 Jul 2026.