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IronOak Wealth’s Tesla TSLA Stock Holding History

IronOak Wealth’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
2025
Q2 		$1.46M Buy
+4,585
New +$1.38M 1.42% 33
2024
Q4 		$3.83M Buy
+9,488
New +$3.05M 4.29% 2

Other funds holding TSLA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

IronOak Wealth's TSLA Position: Q2 2025 in Review

IronOak Wealth opened a new position in Tesla (TSLA) in Q2 2025: 4,585 shares worth $1.46M. The stake represents 1.42% of the portfolio and ranks #33 among its holdings. This is a return to the name: IronOak Wealth previously reported a position in TSLA as recently as Q4 2024.

IronOak Wealth first reported a position in TSLA in Q4 2024 and has held it in 2 quarters since. The position peaked at $3.83M in Q4 2024. 3,731 funds tracked by Wall St. Rank hold TSLA as of Q2 2025.

  • IronOak Wealth held 4,585 shares of Tesla worth $1.46M as of Q2 2025.
  • Tesla was a new IronOak Wealth position in Q2 2025.
  • Tesla made up 1.42% of IronOak Wealth's portfolio in Q2 2025, its #33 holding.
  • IronOak Wealth first reported a position in Tesla in Q4 2024 and has held it in 2 quarters since.
  • IronOak Wealth's Tesla position peaked at $3.83M in Q4 2024.
  • 3,731 funds tracked by Wall St. Rank held Tesla as of Q2 2025.

Based on IronOak Wealth's 13F filing for Q2 2025, filed 14 Jul 2025.