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Laurel Oak Wealth Management’s Tesla TSLA Stock Holding History

Laurel Oak Wealth 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
Q2 		$7.73M Buy
18,388
+891
+5% +$354K 1.13% 22
2026
Q1 		$6.5M Buy
17,497
+1,025
+6% +$422K 1.09% 24
2025
Q4 		$7.41M Buy
+16,472
New +$7.3M 1.25% 19

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

Laurel Oak Wealth Management's TSLA Position: Q2 2026 in Review

Laurel Oak Wealth Management increased its Tesla (TSLA) stake by 5.1% in Q2 2026, buying an estimated $354K and bringing the position to 18,388 shares worth $7.73M. The position accounts for 1.13% of the portfolio, ranked #22.

Laurel Oak Wealth Management first reported a position in TSLA in Q4 2025 and has held it in 3 quarters since. 4,272 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Laurel Oak Wealth Management held 18,388 shares of Tesla worth $7.73M as of Q2 2026.
  • Laurel Oak Wealth Management bought 891 Tesla shares in Q2 2026, an estimated $354K.
  • Tesla made up 1.13% of Laurel Oak Wealth Management's portfolio in Q2 2026, its #22 holding.
  • Laurel Oak Wealth Management first reported a position in Tesla in Q4 2025 and has held it in 3 quarters since.
  • 4,272 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Laurel Oak Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.