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Oak Barrel Wealth Advisory’s Tesla TSLA Stock Holding History

Oak Barrel Wealth Advisory’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 		$570K Buy
+1,356
New +$539K 0.25% 48

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

Oak Barrel Wealth Advisory's TSLA Position: Q2 2026 in Review

Oak Barrel Wealth Advisory opened a new position in Tesla (TSLA) in Q2 2026: 1,356 shares worth $570K. The stake represents 0.25% of the portfolio and ranks #48 among its holdings.

4,273 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Oak Barrel Wealth Advisory held 1,356 shares of Tesla worth $570K as of Q2 2026.
  • Tesla was a new Oak Barrel Wealth Advisory position in Q2 2026.
  • Tesla made up 0.25% of Oak Barrel Wealth Advisory's portfolio in Q2 2026, its #48 holding.
  • 4,273 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Oak Barrel Wealth Advisory's 13F filing for Q2 2026, filed 7 Aug 2026.