SEC 13F Intelligence

West Branch Capital LLC / TSLA

West Branch Capital LLC’s Tesla Inc Position

Does West Branch Capital LLC own Tesla Inc (TSLA)? Yes12.3K shares worth $5M (+1.20% of its 13F portfolio) as of Q2 2026, up from 12.0K shares the prior filed quarter.

Position Value
$5M
Q2 2026
Shares
12.3K
% of Portfolio
+1.20%
Quarters Held
23
currently held

Position History TSLA

Reported value by quarter
Q4 ’20: $2MQ4 ’20Q1 ’21: $2MQ2 ’21: $2MQ3 ’21: $2MQ3 ’21Q4 ’21: $3MQ1 ’22: $3MQ2 ’22: $2MQ2 ’22Q3 ’22: $2MQ4 ’22: $970,043Q1 ’23: $547,074Q1 ’23Q2 ’23: $658,354Q3 ’23: $379,086Q4 ’23: $184,870Q4 ’23Q1 ’24: $379,004Q2 ’24: $627,280Q3 ’24: $1MQ3 ’24Q4 ’24: $3MQ1 ’25: $2MQ2 ’25: $3MQ2 ’25Q3 ’25: $5MQ4 ’25: $5MQ1 ’26: $4MQ1 ’26Q2 ’26: $5Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q2 202612.3K$5M+1.20%
Q1 202612.0K$4M+1.19%
Q4 202511.5K$5M+1.33%
Q3 202510.9K$5M+1.27%
Q2 202510.1K$3M+0.94%
Q1 20258.9K$2M+0.77%
Q4 20247.2K$3M+0.92%
Q3 20244.5K$1M+0.41%
Q2 20243.2K$627,280+0.23%
Q1 20242.2K$379,004+0.15%
Q4 2023744$184,870+0.09%
Q3 20231.5K$379,086+0.20%
Q2 20232.5K$658,354+0.33%
Q1 20232.6K$547,074+0.30%
Q4 20227.9K$970,043+0.60%
Q3 20228.4K$2M+1.39%
Q2 20223.6K$2M+1.40%
Q1 20222.8K$3M+1.45%
Q4 20213.2K$3M+1.45%
Q3 20212.9K$2M+1.07%
Q2 20212.8K$2M+0.94%
Q1 20212.8K$2M+1.08%
Q4 20202.5K$2M+1.04%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See West Branch Capital LLC’s full portfolio or all institutional holders of TSLA.