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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 		$421K Hold
1,000
– – 0.11% 86
2026
Q1 		$372K Sell
1,000
-2,500
-71% -$1.03M 0.1% 88
2025
Q4 		$1.57M Buy
3,500
+900
+35% +$399K 0.43% 58
2025
Q3 		$1.16M Buy
2,600
+1,600
+160% +$555K 0.29% 60
2025
Q2 		$318K Buy
+1,000
New +$301K 0.1% 81
2025
Q1 		– Sell
-1,000
Closed -$404K – 138
2024
Q4 		$404K Buy
+1,000
New +$322K 0.15% 76

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 $3.38T AUM 44.17% 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 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. 4,320 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.
  • 4,320 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.