Oak Asset Management’s Tesla TSLA Stock Holding History

Oak Asset 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 Q3	$629K	Hold	1,774	–	–	0.2%	71
2026 Q2	$746K	Sell	1,774 -193	-10%	-$76.8K	0.24%	69
2026 Q1	$731K	Hold	1,967	–	–	0.25%	69
2025 Q4	$885K	Hold	1,967	–	–	0.3%	64
2025 Q3	$875K	Buy	1,967 +35	+2%	+$12.1K	0.3%	65
2025 Q2	$614K	Hold	1,932	–	–	0.22%	72
2025 Q1	$501K	Buy	1,932 +332	+21%	+$111K	0.18%	73
2024 Q4	$646K	Sell	1,600 -79	-5%	-$25.4K	0.24%	69
2024 Q3	$439K	Hold	1,679	–	–	0.16%	77
2024 Q2	$332K	Hold	1,679	–	–	0.12%	85
2024 Q1	$295K	Hold	1,679	–	–	0.11%	90
2023 Q4	$417K	Hold	1,679	–	–	0.17%	76
2023 Q3	$420K	Hold	1,679	–	–	0.18%	73
2023 Q2	$440K	Buy	1,679 +27	+2%	+$5.4K	0.18%	74
2023 Q1	$343K	Sell	1,652 -15	-0.9%	-$2.62K	0.15%	81
2022 Q4	$205K	Hold	1,667	–	–	0.09%	96
2022 Q3	$442K	Buy	+1,667	New	+$466K	0.21%	70
2022 Q2	–	Sell	-1,467	Closed	-$527K	–	154
2022 Q1	$527K	Buy	1,467 +402	+38%	+$125K	0.21%	71
2021 Q4	$375K	Hold	1,065	–	–	0.14%	83
2021 Q3	$309K	Hold	1,065	–	–	0.13%	86
2021 Q2	$241K	Buy	+1,065	New	+$231K	0.1%	92
2021 Q1	–	Sell	-1,065	Closed	-$251K	–	88
2020 Q4	$251K	Buy	+1,065	New	+$182K	0.12%	86

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

Oak Asset Management's TSLA Position: Q3 2026 in Review

Oak Asset Management held its Tesla (TSLA) position steady in Q3 2026 at 1,774 shares worth $629K. The position accounts for 0.2% of the portfolio, ranked #71.

Oak Asset Management first reported a position in TSLA in Q4 2020 and has held it in 22 quarters since. The position peaked at $885K in Q4 2025. 2,958 funds tracked by Wall St. Rank hold TSLA as of Q3 2026.

Oak Asset Management held 1,774 shares of Tesla worth $629K as of Q3 2026.
Oak Asset Management left its Tesla share count unchanged in Q3 2026.
Tesla made up 0.2% of Oak Asset Management's portfolio in Q3 2026, its #71 holding.
Oak Asset Management first reported a position in Tesla in Q4 2020 and has held it in 22 quarters since.
Oak Asset Management's Tesla position peaked at $885K in Q4 2025.
2,958 funds tracked by Wall St. Rank held Tesla as of Q3 2026.

Based on Oak Asset Management's 13F filing for Q3 2026, filed 13 Oct 2026.