Oak Family Advisors’s Tesla TSLA Stock Holding History

Oak Family Advisors’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	$667K	Sell	1,585 -178	-10%	-$70.8K	0.17%	77
2026 Q1	$655K	Buy	1,763 +1,650	+1,460%	+$680K	0.18%	72
2025 Q4	$50.8K	Hold	113	–	–	0.01%	110
2025 Q3	$50.3K	Sell	113 -5	-4%	-$1.73K	0.01%	110
2025 Q2	$37.5K	Buy	+118	New	+$35.6K	0.01%	101
2025 Q1	–	Sell	-112	Closed	-$45.2K	–	137
2024 Q4	$45.2K	Buy	+112	New	+$36K	0.02%	120
2022 Q4	–	Sell	-1,864	Closed	-$494K	–	121
2022 Q3	$494K	Sell	1,864 -830	-31%	-$232K	0.26%	66
2022 Q2	$605K	Sell	2,694 -285	-10%	-$77.8K	0.3%	59
2022 Q1	$1.07M	Sell	2,979 -1,227	-29%	-$382K	0.42%	50
2021 Q4	$1.48M	Buy	+4,206	New	+$1.41M	0.55%	46

Other funds holding TSLA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Oak Family Advisors's TSLA Position: Q2 2026 in Review

Oak Family Advisors reduced its Tesla (TSLA) stake by 10% in Q2 2026, selling an estimated $70.8K and leaving 1,585 shares worth $667K. The position accounts for 0.17% of the portfolio, ranked #77.

Oak Family Advisors first reported a position in TSLA in Q4 2021 and has held it in 10 quarters since. The position peaked at $1.48M in Q4 2021. 4,282 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

Oak Family Advisors held 1,585 shares of Tesla worth $667K as of Q2 2026.
Oak Family Advisors sold 178 Tesla shares in Q2 2026, an estimated $70.8K.
Tesla made up 0.17% of Oak Family Advisors's portfolio in Q2 2026, its #77 holding.
Oak Family Advisors first reported a position in Tesla in Q4 2021 and has held it in 10 quarters since.
Oak Family Advisors's Tesla position peaked at $1.48M in Q4 2021.
4,282 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Oak Family Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.