Whittier Trust’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $102M | Buy |
242,999
+1,088
| +0.4% | +$433K | 1% | 18 |
|
|
2026
Q1 | $85.4M | Buy |
241,911
+37,070
| +18% | +$15.3M | 0.96% | 20 |
|
|
2025
Q4 | $88.7M | Buy |
204,841
+45,828
| +29% | +$20.3M | 0.96% | 16 |
|
|
2025
Q3 | $68.3M | Buy |
159,013
+10,808
| +7% | +$3.75M | 0.78% | 23 |
|
|
2025
Q2 | $47.1M | Buy |
148,205
+69,068
| +87% | +$20.8M | 0.57% | 38 |
|
|
2025
Q1 | $20.5M | Buy |
79,137
+3,917
| +5% | +$1.31M | 0.29% | 76 |
|
|
2024
Q4 | $30.4M | Buy |
75,220
+41,576
| +124% | +$13.4M | 0.4% | 53 |
|
|
2024
Q3 | $8.8M | Sell |
33,644
-936
| -3% | -$213K | 0.12% | 146 |
|
|
2024
Q2 | $6.84M | Sell |
34,580
-57,681
| -63% | -$10.1M | 0.1% | 170 |
|
|
2024
Q1 | $16.2M | Sell |
92,261
-36,703
| -28% | -$7.17M | 0.24% | 89 |
|
|
2023
Q4 | $32M | Buy |
128,964
+2,789
| +2% | +$663K | 0.52% | 43 |
|
|
2023
Q3 | $31.6M | Buy |
126,175
+3,486
| +3% | +$895K | 0.56% | 43 |
|
|
2023
Q2 | $32.1M | Sell |
122,689
-1,802
| -1% | -$360K | 0.56% | 39 |
|
|
2023
Q1 | $25.8M | Buy |
124,491
+53,072
| +74% | +$9.26M | 0.47% | 50 |
|
|
2022
Q4 | $8.8M | Buy |
71,419
+56,051
| +365% | +$10.6M | 0.17% | 133 |
|
|
2022
Q3 | $4.08M | Sell |
15,368
-3,079
| -17% | -$860K | 0.09% | 193 |
|
|
2022
Q2 | $4.14M | Buy |
18,447
+669
| +4% | +$183K | 0.08% | 196 |
|
|
2022
Q1 | $6.39M | Buy |
17,778
+3,183
| +22% | +$991K | 0.11% | 170 |
|
|
2021
Q4 | $5.14M | Sell |
14,595
-291
| -2% | -$97.6K | 0.08% | 196 |
|
|
2021
Q3 | $3.85M | Buy |
14,886
+1,221
| +9% | +$287K | 0.07% | 220 |
|
|
2021
Q2 | $3.1M | Buy |
13,665
+906
| +7% | +$197K | 0.06% | 229 |
|
|
2021
Q1 | $2.84M | Buy |
12,759
+1,446
| +13% | +$363K | 0.06% | 233 |
|
|
2020
Q4 | $2.66M | Sell |
11,313
-1,491
| -12% | -$254K | 0.06% | 219 |
|
|
2020
Q3 | $1.83M | Buy |
12,804
+864
| +7% | +$102K | 0.04% | 252 |
|
|
2020
Q2 | $860K | Sell |
11,940
-525
| -4% | -$28.4K | 0.02% | 324 |
|
|
2020
Q1 | $435K | Sell |
12,465
-210
| -2% | -$8.71K | 0.01% | 401 |
|
|
2019
Q4 | $353K | Sell |
12,675
-13,410
| -51% | -$291K | 0.01% | 449 |
|
|
2019
Q3 | $419K | Sell |
26,085
-5,310
| -17% | -$83.1K | 0.01% | 422 |
|
|
2019
Q2 | $468K | Buy |
31,395
+180
| +0.6% | +$2.8K | 0.01% | 401 |
|
|
2019
Q1 | $582K | Sell |
31,215
-720
| -2% | -$14.5K | 0.02% | 364 |
|
|
2018
Q4 | $709K | Buy |
31,935
+5,415
| +20% | +$116K | 0.02% | 323 |
|
|
2018
Q3 | $468K | Sell |
26,520
-86,940
| -77% | -$1.81M | 0.01% | 376 |
|
|
2018
Q2 | $2.59M | Hold |
113,460
| – | – | 0.09% | 197 |
|
|
2018
Q1 | $2.01M | Hold |
113,460
| – | – | 0.07% | 217 |
|
|
2017
Q4 | $2.35M | Sell |
113,460
-308,070
| -73% | -$6.7M | 0.08% | 202 |
|
|
2017
Q3 | $9.59M | Hold |
421,530
| – | – | 0.35% | 82 |
|
|
2017
Q2 | $10.2M | Sell |
421,530
-6,000
| -1% | -$132K | 0.39% | 73 |
|
|
2017
Q1 | $7.93M | Buy |
427,530
+42,210
| +11% | +$714K | 0.32% | 88 |
|
|
2016
Q4 | $5.49M | Buy |
385,320
+377,880
| +5,079% | +$4.97M | 0.23% | 114 |
|
|
2016
Q3 | $101K | Hold |
7,440
| – | – | ﹤0.01% | 570 |
|
|
2016
Q2 | $105K | Hold |
7,440
| – | – | ﹤0.01% | 575 |
|
|
2016
Q1 | $114K | Buy |
7,440
+750
| +11% | +$9.87K | 0.01% | 562 |
|
|
2015
Q4 | $107K | Hold |
6,690
| – | – | ﹤0.01% | 577 |
|
|
2015
Q3 | $111K | Hold |
6,690
| – | – | 0.01% | 559 |
|
|
2015
Q2 | $120K | Sell |
6,690
-29,250
| -81% | -$463K | 0.01% | 565 |
|
|
2015
Q1 | $452K | Hold |
35,940
| – | – | 0.02% | 360 |
|
|
2014
Q4 | $533K | Hold |
35,940
| – | – | 0.03% | 327 |
|
|
2014
Q3 | $581K | Hold |
35,940
| – | – | 0.03% | 314 |
|
|
2014
Q2 | $575K | Hold |
35,940
| – | – | 0.03% | 313 |
|
|
2014
Q1 | $499K | Buy |
35,940
+480
| +1% | +$6.43K | 0.03% | 322 |
|
|
2013
Q4 | $356K | Sell |
35,460
-99,000
| -74% | -$1.01M | 0.02% | 364 |
|
|
2013
Q3 | $1.73M | Sell |
134,460
-225,000
| -63% | -$2.23M | 0.09% | 173 |
|
|
2013
Q2 | $2.57M | Buy |
+359,460
| New | +$1.8M | 0.14% | 143 |
|
Other funds holding TSLA
Whittier Trust's TSLA Position: Q2 2026 in Review
Whittier Trust increased its Tesla (TSLA) stake by 0.45% in Q2 2026, buying an estimated $433K and bringing the position to 242,999 shares worth $102M. The position accounts for 1% of the portfolio, ranked #18.
Whittier Trust first reported a position in TSLA in Q2 2013 and has held it in 53 quarters since. 4,283 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.
- Whittier Trust held 242,999 shares of Tesla worth $102M as of Q2 2026.
- Whittier Trust bought 1,088 Tesla shares in Q2 2026, an estimated $433K.
- Tesla made up 1% of Whittier Trust's portfolio in Q2 2026, its #18 holding.
- Whittier Trust first reported a position in Tesla in Q2 2013 and has held it in 53 quarters since.
- 4,283 funds tracked by Wall St. Rank held Tesla as of Q2 2026.
Based on Whittier Trust's 13F filing for Q2 2026, filed 28 Jul 2026.