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Orin Green Financial’s Tesla TSLA Stock Holding History

Orin Green Financial’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 		$240K Sell
571
-2
-0.3% -$795 0.09% 71
2026
Q1 		$213K Sell
573
-1,430
-71% -$589K 0.09% 72
2025
Q4 		$901K Sell
2,003
-1,560
-44% -$692K 0.36% 41
2025
Q3 		$1.58M Sell
3,563
-200
-5% -$69.4K 0.63% 27
2025
Q2 		$1.2M Hold
3,763
– – 0.51% 32
2025
Q1 		$856K Buy
+3,763
New +$1.25M 0.4% 36
2024
Q4 		– Sell
-3,951
Closed -$1.27M – 28
2024
Q3 		$1.03M Buy
3,951
+60
+2% +$13.7K 0.45% 35
2024
Q2 		$770K Buy
+3,891
New +$680K 0.35% 39
2024
Q1 		– Sell
-3,633
Closed -$710K – 44
2023
Q4 		$903K Hold
3,633
– – 0.45% 36
2023
Q3 		$909K Hold
3,633
– – 0.5% 33
2023
Q2 		$951K Hold
3,633
– – 0.5% 35
2023
Q1 		$754K Buy
3,633
+2
+0.1% +$349 0.41% 37
2022
Q4 		$447K Buy
3,631
+10
+0.3% +$1.89K 0.26% 45
2022
Q3 		$961K Buy
3,621
+216
+6% +$60.3K 0.62% 30
2022
Q2 		$789K Buy
3,405
+39
+1% +$10.6K 0.49% 34
2022
Q1 		$1.21M Hold
3,366
– – 0.79% 23
2021
Q4 		$1.01M Sell
3,366
-18
-0.5% -$6.04K 0.74% 28
2021
Q3 		$875K Buy
3,384
+9
+0.3% +$2.12K 0.61% 32
2021
Q2 		$765K Hold
3,375
– – 0.54% 33
2021
Q1 		$751K Sell
3,375
-300
-8% -$75.3K 0.61% 32
2020
Q4 		$864K Buy
+3,675
New +$627K 0.69% 30

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

Orin Green Financial's TSLA Position: Q2 2026 in Review

Orin Green Financial reduced its Tesla (TSLA) stake by 0.35% in Q2 2026, selling an estimated $795 and leaving 571 shares worth $240K. The position accounts for 0.09% of the portfolio, ranked #71.

Orin Green Financial first reported a position in TSLA in Q4 2020 and has held it in 21 quarters since. The position peaked at $1.58M in Q3 2025. 4,272 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Orin Green Financial held 571 shares of Tesla worth $240K as of Q2 2026.
  • Orin Green Financial sold 2 Tesla shares in Q2 2026, an estimated $795.
  • Tesla made up 0.09% of Orin Green Financial's portfolio in Q2 2026, its #71 holding.
  • Orin Green Financial first reported a position in Tesla in Q4 2020 and has held it in 21 quarters since.
  • Orin Green Financial's Tesla position peaked at $1.58M in Q3 2025.
  • 4,272 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Orin Green Financial's 13F filing for Q2 2026, filed 13 Jul 2026.