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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 $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

Oxford Financial Group's TSLA Position: Q2 2026 in Review

Oxford Financial Group increased its Tesla (TSLA) stake by 0.03% in Q2 2026, buying an estimated $398 and bringing the position to 3,459 shares worth $1.45M. The position accounts for 0.07% of the portfolio, ranked #75.

Oxford Financial Group first reported a position in TSLA in Q3 2020 and has held it in 24 quarters since. 4,306 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Oxford Financial Group held 3,459 shares of Tesla worth $1.45M as of Q2 2026.
  • Oxford Financial Group bought 1 Tesla share in Q2 2026, an estimated $398.
  • Tesla made up 0.07% of Oxford Financial Group's portfolio in Q2 2026, its #75 holding.
  • Oxford Financial Group first reported a position in Tesla in Q3 2020 and has held it in 24 quarters since.
  • 4,306 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Oxford Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.