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O'Connor Financial Group’s Tesla TSLA Stock Holding History

O'Connor Financial Group’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 		$433K Buy
1,029
+96
+10% +$38.2K 0.15% 47
2026
Q1 		$347K Buy
933
+6
+0.6% +$2.47K 0.14% 48
2025
Q4 		$416K Buy
927
+31
+3% +$13.7K 0.17% 47
2025
Q3 		$398K Buy
896
+30
+3% +$10.4K 0.17% 43
2025
Q2 		$273K Buy
866
+76
+10% +$22.9K 0.12% 54
2025
Q1 		$205K Sell
790
-12
-1% -$4K 0.11% 54
2024
Q4 		$324K Buy
802
+16
+2% +$5.15K 0.17% 41
2024
Q3 		$206K Buy
+786
New +$179K 0.11% 55

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

O'Connor Financial Group's TSLA Position: Q2 2026 in Review

O'Connor Financial Group increased its Tesla (TSLA) stake by 10% in Q2 2026, buying an estimated $38.2K and bringing the position to 1,029 shares worth $433K. The position accounts for 0.15% of the portfolio, ranked #47.

O'Connor Financial Group first reported a position in TSLA in Q3 2024 and has held it in 8 quarters since. 4,286 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • O'Connor Financial Group held 1,029 shares of Tesla worth $433K as of Q2 2026.
  • O'Connor Financial Group bought 96 Tesla shares in Q2 2026, an estimated $38.2K.
  • Tesla made up 0.15% of O'Connor Financial Group's portfolio in Q2 2026, its #47 holding.
  • O'Connor Financial Group first reported a position in Tesla in Q3 2024 and has held it in 8 quarters since.
  • 4,286 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on O'Connor Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.