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West Branch Capital’s Tesla TSLA Stock Holding History

West Branch Capital’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 		$5.17M Buy
12,299
+298
+2% +$119K 1.2% 23
2026
Q1 		$4.46M Buy
12,001
+525
+5% +$216K 1.19% 23
2025
Q4 		$5.16M Buy
11,476
+554
+5% +$246K 1.33% 20
2025
Q3 		$4.86M Buy
10,922
+868
+9% +$301K 1.27% 21
2025
Q2 		$3.19M Buy
10,054
+1,171
+13% +$353K 0.94% 28
2025
Q1 		$2.3M Buy
8,883
+1,730
+24% +$577K 0.77% 32
2024
Q4 		$2.89M Buy
7,153
+2,651
+59% +$853K 0.92% 23
2024
Q3 		$1.18M Buy
4,502
+1,332
+42% +$304K 0.41% 39
2024
Q2 		$627K Buy
3,170
+1,014
+47% +$177K 0.23% 47
2024
Q1 		$379K Buy
2,156
+1,412
+190% +$276K 0.15% 63
2023
Q4 		$185K Sell
744
-771
-51% -$183K 0.09% 80
2023
Q3 		$379K Sell
1,515
-1,000
-40% -$257K 0.2% 54
2023
Q2 		$658K Sell
2,515
-122
-5% -$24.4K 0.33% 46
2023
Q1 		$547K Sell
2,637
-5,238
-67% -$914K 0.3% 47
2022
Q4 		$970K Sell
7,875
-564
-7% -$107K 0.6% 39
2022
Q3 		$2.24M Sell
8,439
-2,349
-22% -$656K 1.39% 18
2022
Q2 		$2.42M Buy
10,788
+2,325
+27% +$635K 1.4% 18
2022
Q1 		$3.04M Sell
8,463
-1,206
-12% -$376K 1.45% 18
2021
Q4 		$3.41M Buy
9,669
+1,089
+13% +$365K 1.45% 17
2021
Q3 		$2.22M Buy
8,580
+147
+2% +$34.6K 1.07% 26
2021
Q2 		$1.91M Buy
8,433
+132
+2% +$28.7K 0.94% 29
2021
Q1 		$1.85M Buy
8,301
+816
+11% +$205K 1.08% 26
2020
Q4 		$1.76M Buy
+7,485
New +$1.28M 1.04% 30

Other funds holding TSLA

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

West Branch Capital's TSLA Position: Q2 2026 in Review

West Branch Capital increased its Tesla (TSLA) stake by 2.5% in Q2 2026, buying an estimated $119K and bringing the position to 12,299 shares worth $5.17M. The position accounts for 1.2% of the portfolio, ranked #23.

West Branch Capital first reported a position in TSLA in Q4 2020 and has held it in 23 quarters since. 2,068 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • West Branch Capital held 12,299 shares of Tesla worth $5.17M as of Q2 2026.
  • West Branch Capital bought 298 Tesla shares in Q2 2026, an estimated $119K.
  • Tesla made up 1.2% of West Branch Capital's portfolio in Q2 2026, its #23 holding.
  • West Branch Capital first reported a position in Tesla in Q4 2020 and has held it in 23 quarters since.
  • 2,068 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on West Branch Capital's 13F filing for Q2 2026, filed 10 Jul 2026.