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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
2021
Q3 		– Sell
-1,500
Closed -$340K – 252
2021
Q2 		$340K Hold
1,500
– – 0.05% 137
2021
Q1 		$334K Hold
1,500
– – 0.05% 136
2020
Q4 		$353K Buy
+1,500
New +$256K 0.05% 137

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.