Live Oak Private Wealth’s Tesla TSLA Stock Holding History

Live Oak Private 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
2026 Q3	$305K	Buy	861 +107	+14%	+$38.3K	0.04%	171
2026 Q2	$317K	Buy	754 +48	+7%	+$19.1K	0.04%	170
2026 Q1	$262K	Buy	706 +142	+25%	+$58.5K	0.04%	179
2025 Q4	$254K	Buy	564 +1	+0.2%	+$443	0.03%	177
2025 Q3	$250K	Buy	+563	New	+$195K	0.03%	173
2022 Q2	–	Sell	-1,482	Closed	-$532K	–	178
2022 Q1	$532K	Buy	1,482 +24	+2%	+$7.48K	0.1%	118
2021 Q4	$514K	Hold	1,458	–	–	0.1%	122
2021 Q3	$377K	Sell	1,458 -192	-12%	-$45.2K	0.08%	136
2021 Q2	$374K	Hold	1,650	–	–	0.08%	128
2021 Q1	$367K	Hold	1,650	–	–	0.09%	122
2020 Q4	$388K	Hold	1,650	–	–	0.11%	114
2020 Q3	$236K	Buy	+1,650	New	+$195K	0.08%	119

Other funds holding TSLA

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Live Oak Private Wealth's TSLA Position: Q3 2026 in Review

Live Oak Private Wealth increased its Tesla (TSLA) stake by 14% in Q3 2026, buying an estimated $38.3K and bringing the position to 861 shares worth $305K. The position accounts for 0.04% of the portfolio, ranked #171.

Live Oak Private Wealth first reported a position in TSLA in Q3 2020 and has held it in 12 quarters since. The position peaked at $532K in Q1 2022. 2,958 funds tracked by Wall St. Rank hold TSLA as of Q3 2026.

Live Oak Private Wealth held 861 shares of Tesla worth $305K as of Q3 2026.
Live Oak Private Wealth bought 107 Tesla shares in Q3 2026, an estimated $38.3K.
Tesla made up 0.04% of Live Oak Private Wealth's portfolio in Q3 2026, its #171 holding.
Live Oak Private Wealth first reported a position in Tesla in Q3 2020 and has held it in 12 quarters since.
Live Oak Private Wealth's Tesla position peaked at $532K in Q1 2022.
2,958 funds tracked by Wall St. Rank held Tesla as of Q3 2026.

Based on Live Oak Private Wealth's 13F filing for Q3 2026, filed 2 Nov 2026.