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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Oak Family Advisors's TSLA Position: Q1 2026 in Review

Oak Family Advisors increased its Tesla (TSLA) stake by 1,460% in Q1 2026, buying an estimated $680K and bringing the position to 1,763 shares worth $655K. The position accounts for 0.18% of the portfolio, ranked #72.

Oak Family Advisors first reported a position in TSLA in Q4 2021 and has held it in 9 quarters since. The position peaked at $1.48M in Q4 2021. 4,174 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

  • Oak Family Advisors held 1,763 shares of Tesla worth $655K as of Q1 2026.
  • Oak Family Advisors bought 1,650 Tesla shares in Q1 2026, an estimated $680K.
  • Tesla made up 0.18% of Oak Family Advisors's portfolio in Q1 2026, its #72 holding.
  • Oak Family Advisors first reported a position in Tesla in Q4 2021 and has held it in 9 quarters since.
  • Oak Family Advisors's Tesla position peaked at $1.48M in Q4 2021.
  • 4,174 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Oak Family Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.