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Great Oak Capital Partners’s Tesla TSLA Stock Holding History

Great Oak Capital Partners’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 		$404K Hold
1,022
– – 0.09% 34
2026
Q1 		$351K Buy
1,022
+4
+0.4% +$1.65K 0.08% 35
2025
Q4 		$446K Hold
1,018
– – 0.11% 31
2025
Q3 		$467K Buy
1,018
+225
+28% +$78K 0.12% 31
2025
Q2 		$249K Hold
793
– – 0.07% 34
2025
Q1 		$320K Hold
793
– – 0.11% 30
2024
Q4 		$320K Sell
793
-101
-11% -$32.5K 0.11% 30
2024
Q3 		$224K Buy
+894
New +$204K 0.08% 34
2024
Q1 		– Sell
-944
Closed -$235K – 32
2023
Q4 		$235K Buy
+944
New +$224K 0.13% 31

Other funds holding TSLA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Great Oak Capital Partners's TSLA Position: Q2 2026 in Review

Great Oak Capital Partners held its Tesla (TSLA) position steady in Q2 2026 at 1,022 shares worth $404K. The position accounts for 0.09% of the portfolio, ranked #34.

Great Oak Capital Partners first reported a position in TSLA in Q4 2023 and has held it in 9 quarters since. The position peaked at $467K in Q3 2025. 4,273 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Great Oak Capital Partners held 1,022 shares of Tesla worth $404K as of Q2 2026.
  • Great Oak Capital Partners left its Tesla share count unchanged in Q2 2026.
  • Tesla made up 0.09% of Great Oak Capital Partners's portfolio in Q2 2026, its #34 holding.
  • Great Oak Capital Partners first reported a position in Tesla in Q4 2023 and has held it in 9 quarters since.
  • Great Oak Capital Partners's Tesla position peaked at $467K in Q3 2025.
  • 4,273 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Great Oak Capital Partners's 13F filing for Q2 2026, filed 14 Jul 2026.