One Charles Private Wealth Services’s Tesla TSLA Stock Holding History

One Charles Private Wealth Services’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	$329K	Buy	782 +6	+0.8%	+$2.39K	0.08%	128
2026 Q1	$289K	Buy	776 +46	+6%	+$18.9K	0.07%	134
2025 Q4	$328K	Sell	730 -5	-0.7%	-$2.22K	0.08%	119
2025 Q3	$327K	Buy	735 +60	+9%	+$20.8K	0.09%	116
2025 Q2	$214K	Buy	+675	New	+$203K	0.06%	148
2025 Q1	–	Sell	-513	Closed	-$207K	–	156
2024 Q4	$207K	Buy	+513	New	+$165K	0.07%	145
2022 Q2	–	Sell	-699	Closed	-$251K	–	129
2022 Q1	$251K	Sell	699 -6	-0.9%	-$1.87K	0.16%	100
2021 Q4	$248K	Buy	+705	New	+$236K	0.14%	105

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

One Charles Private Wealth Services's TSLA Position: Q2 2026 in Review

One Charles Private Wealth Services increased its Tesla (TSLA) stake by 0.77% in Q2 2026, buying an estimated $2.39K and bringing the position to 782 shares worth $329K. The position accounts for 0.08% of the portfolio, ranked #128.

One Charles Private Wealth Services first reported a position in TSLA in Q4 2021 and has held it in 8 quarters since. 4,292 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

One Charles Private Wealth Services held 782 shares of Tesla worth $329K as of Q2 2026.
One Charles Private Wealth Services bought 6 Tesla shares in Q2 2026, an estimated $2.39K.
Tesla made up 0.08% of One Charles Private Wealth Services's portfolio in Q2 2026, its #128 holding.
One Charles Private Wealth Services first reported a position in Tesla in Q4 2021 and has held it in 8 quarters since.
4,292 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on One Charles Private Wealth Services's 13F filing for Q2 2026, filed 15 Jul 2026.