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Oakwell Private Wealth Management’s Tesla TSLA Stock Holding History

Oakwell Private Wealth 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
Q1 		$534K Sell
1,436
-1,052
-42% -$433K 0.1% 55
2025
Q4 		$1.12M Buy
2,488
+1,069
+75% +$474K 0.21% 43
2025
Q3 		$631K Sell
1,419
-1,219
-46% -$423K 0.13% 54
2025
Q2 		$838K Buy
2,638
+1,677
+175% +$505K 0.19% 42
2025
Q1 		$249K Buy
+961
New +$320K 0.07% 63
2023
Q2 		– Sell
-1,479
Closed -$307K – 63
2023
Q1 		$307K Buy
+1,479
New +$258K 0.14% 52

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

Oakwell Private Wealth Management's TSLA Position: Q1 2026 in Review

Oakwell Private Wealth Management reduced its Tesla (TSLA) stake by 42% in Q1 2026, selling an estimated $433K and leaving 1,436 shares worth $534K. The position accounts for 0.1% of the portfolio, ranked #55.

Oakwell Private Wealth Management first reported a position in TSLA in Q1 2023 and has held it in 6 quarters since. The position peaked at $1.12M in Q4 2025. 4,174 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

  • Oakwell Private Wealth Management held 1,436 shares of Tesla worth $534K as of Q1 2026.
  • Oakwell Private Wealth Management sold 1,052 Tesla shares in Q1 2026, an estimated $433K.
  • Tesla made up 0.1% of Oakwell Private Wealth Management's portfolio in Q1 2026, its #55 holding.
  • Oakwell Private Wealth Management first reported a position in Tesla in Q1 2023 and has held it in 6 quarters since.
  • Oakwell Private Wealth Management's Tesla position peaked at $1.12M in Q4 2025.
  • 4,174 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Oakwell Private Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.