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 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%	+$7.47K	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

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

Live Oak Private Wealth's TSLA Position: Q1 2026 in Review

Live Oak Private Wealth increased its Tesla (TSLA) stake by 25% in Q1 2026, buying an estimated $58.5K and bringing the position to 706 shares worth $262K. The position accounts for 0.04% of the portfolio, ranked #179.

Live Oak Private Wealth first reported a position in TSLA in Q3 2020 and has held it in 10 quarters since. The position peaked at $532K in Q1 2022. 4,174 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

Live Oak Private Wealth held 706 shares of Tesla worth $262K as of Q1 2026.
Live Oak Private Wealth bought 142 Tesla shares in Q1 2026, an estimated $58.5K.
Tesla made up 0.04% of Live Oak Private Wealth's portfolio in Q1 2026, its #179 holding.
Live Oak Private Wealth first reported a position in Tesla in Q3 2020 and has held it in 10 quarters since.
Live Oak Private Wealth's Tesla position peaked at $532K in Q1 2022.
4,174 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Live Oak Private Wealth's 13F filing for Q1 2026, filed 20 Apr 2026.