Charter Oak Capital Management’s Tesla TSLA Stock Holding History

Charter Oak Capital Management’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 Q1	$875K	Sell	2,353 -184	-7%	-$75.8K	0.07%	92
2025 Q4	$1.14M	Buy	2,537 +338	+15%	+$150K	0.09%	78
2025 Q3	$978K	Buy	2,199 +55	+3%	+$19.1K	0.08%	81
2025 Q2	$681K	Buy	2,144 +1,200	+127%	+$362K	0.06%	97
2025 Q1	$245K	Buy	944 +33	+4%	+$11K	0.02%	174
2024 Q4	$368K	Buy	+911	New	+$293K	0.03%	126
2024 Q1	–	Sell	-1,273	Closed	-$316K	–	187
2023 Q4	$316K	Buy	1,273 +2	+0.2%	+$475	0.04%	136
2023 Q3	$318K	Buy	1,271 +104	+9%	+$26.7K	0.04%	135
2023 Q2	$306K	Sell	1,167 -30	-3%	-$6K	0.04%	147
2023 Q1	$248K	Buy	+1,197	New	+$209K	0.03%	156
2022 Q3	–	Sell	-723	Closed	-$162K	–	822
2022 Q2	$162K	Buy	723 +495	+217%	+$135K	0.02%	193
2022 Q1	$82K	Buy	228 +75	+49%	+$23.4K	0.01%	289
2021 Q4	$54K	Buy	153 +108	+240%	+$36.2K	0.01%	342
2021 Q3	$12K	Hold	45	–	–	﹤0.01%	552
2021 Q2	$10K	Sell	45 -60	-57%	-$13K	﹤0.01%	571
2021 Q1	$23K	Sell	105 -60	-36%	-$15.1K	﹤0.01%	419
2020 Q4	$39K	Buy	+165	New	+$28.2K	0.01%	324

Other funds holding TSLA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Charter Oak Capital Management's TSLA Position: Q1 2026 in Review

Charter Oak Capital Management reduced its Tesla (TSLA) stake by 7.3% in Q1 2026, selling an estimated $75.8K and leaving 2,353 shares worth $875K. The position accounts for 0.07% of the portfolio, ranked #92.

Charter Oak Capital Management first reported a position in TSLA in Q4 2020 and has held it in 17 quarters since. The position peaked at $1.14M in Q4 2025. 4,174 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

Charter Oak Capital Management held 2,353 shares of Tesla worth $875K as of Q1 2026.
Charter Oak Capital Management sold 184 Tesla shares in Q1 2026, an estimated $75.8K.
Tesla made up 0.07% of Charter Oak Capital Management's portfolio in Q1 2026, its #92 holding.
Charter Oak Capital Management first reported a position in Tesla in Q4 2020 and has held it in 17 quarters since.
Charter Oak Capital Management's Tesla position peaked at $1.14M in Q4 2025.
4,174 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Charter Oak Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.