WC
TSLA icon

Whitney & Co’s Tesla TSLA Stock Holding History

Whitney & Co’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 		$3.85M Sell
9,156
-41
-0.4% -$16.3K 0.28% 63
2026
Q1 		$3.42M Sell
9,197
-290
-3% -$119K 0.28% 63
2025
Q4 		$4.27M Buy
9,487
+188
+2% +$83.3K 0.34% 60
2025
Q3 		$4.14M Sell
9,299
-10
-0.1% -$3.47K 0.38% 60
2025
Q2 		$2.96M Buy
9,309
+358
+4% +$108K 0.29% 59
2025
Q1 		$2.32M Buy
8,951
+1,858
+26% +$619K 0.25% 62
2024
Q4 		$2.86M Buy
7,093
+1,736
+32% +$559K 0.3% 57
2024
Q3 		$1.4M Buy
5,357
+2,467
+85% +$563K 0.15% 63
2024
Q2 		$572K Buy
2,890
+36
+1% +$6.29K 0.07% 80
2024
Q1 		$502K Buy
2,854
+161
+6% +$31.5K 0.06% 89
2023
Q4 		$669K Sell
2,693
-25
-0.9% -$5.94K 0.09% 76
2023
Q3 		$680K Sell
2,718
-10
-0.4% -$2.57K 0.1% 74
2023
Q2 		$714K Buy
2,728
+647
+31% +$129K 0.1% 75
2023
Q1 		$432K Buy
2,081
+160
+8% +$27.9K 0.07% 93
2022
Q4 		$237K Buy
1,921
+19
+1% +$3.6K 0.04% 113
2022
Q3 		$505K Buy
1,902
+45
+2% +$12.6K 0.1% 86
2022
Q2 		$417K Buy
1,857
+333
+22% +$90.9K 0.08% 90
2022
Q1 		$547K Buy
1,524
+159
+12% +$49.5K 0.08% 90
2021
Q4 		$481K Buy
1,365
+45
+3% +$15.1K 0.07% 94
2021
Q3 		$341K Hold
1,320
– – 0.05% 104
2021
Q2 		$299K Buy
1,320
+90
+7% +$19.5K 0.05% 107
2021
Q1 		$274K Buy
1,230
+165
+15% +$41.4K 0.05% 110
2020
Q4 		$313K Buy
+1,065
New +$182K 0.05% 104

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

Whitney & Co's TSLA Position: Q2 2026 in Review

Whitney & Co reduced its Tesla (TSLA) stake by 0.45% in Q2 2026, selling an estimated $16.3K and leaving 9,156 shares worth $3.85M. The position accounts for 0.28% of the portfolio, ranked #63.

Whitney & Co first reported a position in TSLA in Q4 2020 and has held it in 23 quarters since. The position peaked at $4.27M in Q4 2025. 2,069 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Whitney & Co held 9,156 shares of Tesla worth $3.85M as of Q2 2026.
  • Whitney & Co sold 41 Tesla shares in Q2 2026, an estimated $16.3K.
  • Tesla made up 0.28% of Whitney & Co's portfolio in Q2 2026, its #63 holding.
  • Whitney & Co first reported a position in Tesla in Q4 2020 and has held it in 23 quarters since.
  • Whitney & Co's Tesla position peaked at $4.27M in Q4 2025.
  • 2,069 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Whitney & Co's 13F filing for Q2 2026, filed 28 Jul 2026.