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Oxford Financial Group’s Tesla TSLA Stock Holding History

Oxford 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
Q1 		$1.29M Buy
3,458
+1,473
+74% +$607K 0.07% 77
2025
Q4 		$893K Sell
1,985
-524
-21% -$232K 0.05% 99
2025
Q3 		$1.12M Buy
2,509
+842
+51% +$292K 0.06% 85
2025
Q2 		$530K Sell
1,667
-893
-35% -$269K 0.03% 127
2025
Q1 		$663K Buy
2,560
+238
+10% +$79.3K 0.05% 107
2024
Q4 		$938K Sell
2,322
-92
-4% -$29.6K 0.06% 99
2024
Q3 		$632K Sell
2,414
-1,347
-36% -$307K 0.04% 118
2024
Q2 		$744K Buy
3,761
+1,137
+43% +$199K 0.05% 111
2024
Q1 		$461K Sell
2,624
-491
-16% -$95.9K 0.03% 143
2023
Q4 		$774K Buy
3,115
+28
+0.9% +$6.65K 0.06% 99
2023
Q3 		$772K Sell
3,087
-284
-8% -$73K 0.07% 96
2023
Q2 		$882K Buy
3,371
+1,048
+45% +$210K 0.08% 81
2023
Q1 		$482K Buy
2,323
+54
+2% +$9.42K 0.05% 114
2022
Q4 		$280K Buy
2,269
+379
+20% +$71.8K 0.03% 163
2022
Q3 		$501K Sell
1,890
-156
-8% -$43.6K 0.08% 99
2022
Q2 		$459K Buy
2,046
+189
+10% +$51.6K 0.07% 110
2022
Q1 		$667K Buy
1,857
+6
+0.3% +$1.87K 0.08% 97
2021
Q4 		$652K Sell
1,851
-6
-0.3% -$2.01K 0.07% 103
2021
Q3 		$480K Sell
1,857
-84
-4% -$19.8K 0.06% 115
2021
Q2 		$440K Buy
1,941
+261
+16% +$56.7K 0.06% 120
2021
Q1 		$374K Sell
1,680
-135
-7% -$33.9K 0.05% 129
2020
Q4 		$427K Hold
1,815
– – 0.06% 117
2020
Q3 		$260K Buy
+1,815
New +$214K 0.04% 138

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

Oxford Financial Group's TSLA Position: Q1 2026 in Review

Oxford Financial Group increased its Tesla (TSLA) stake by 74% in Q1 2026, buying an estimated $607K and bringing the position to 3,458 shares worth $1.29M. The position accounts for 0.07% of the portfolio, ranked #77.

Oxford Financial Group first reported a position in TSLA in Q3 2020 and has held it in 23 quarters since. 4,177 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

  • Oxford Financial Group held 3,458 shares of Tesla worth $1.29M as of Q1 2026.
  • Oxford Financial Group bought 1,473 Tesla shares in Q1 2026, an estimated $607K.
  • Tesla made up 0.07% of Oxford Financial Group's portfolio in Q1 2026, its #77 holding.
  • Oxford Financial Group first reported a position in Tesla in Q3 2020 and has held it in 23 quarters since.
  • 4,177 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Oxford Financial Group's 13F filing for Q1 2026, filed 6 May 2026.