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

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

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. 781 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.
  • 781 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.