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Oxford Wealth Group’s Tesla TSLA Stock Holding History

Oxford Wealth 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
Q2 		$885K Sell
2,105
-112
-5% -$44.5K 0.4% 44
2026
Q1 		$824K Sell
2,217
-379
-15% -$156K 0.45% 43
2025
Q4 		$1.17M Buy
+2,596
New +$1.15M 0.57% 33
2024
Q4 		$1.48M Buy
3,673
+28
+0.8% +$9.01K 0.96% 21
2024
Q3 		$954K Buy
3,645
+2,062
+130% +$470K 0.78% 36
2024
Q2 		$313K Buy
1,583
+12
+0.8% +$2.1K 0.22% 53
2024
Q1 		$276K Buy
+1,571
New +$307K 0.25% 47

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 Wealth Group's TSLA Position: Q2 2026 in Review

Oxford Wealth Group reduced its Tesla (TSLA) stake by 5.1% in Q2 2026, selling an estimated $44.5K and leaving 2,105 shares worth $885K. The position accounts for 0.4% of the portfolio, ranked #44.

Oxford Wealth Group first reported a position in TSLA in Q1 2024 and has held it in 7 quarters since. The position peaked at $1.48M in Q4 2024. 4,283 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Oxford Wealth Group held 2,105 shares of Tesla worth $885K as of Q2 2026.
  • Oxford Wealth Group sold 112 Tesla shares in Q2 2026, an estimated $44.5K.
  • Tesla made up 0.4% of Oxford Wealth Group's portfolio in Q2 2026, its #44 holding.
  • Oxford Wealth Group first reported a position in Tesla in Q1 2024 and has held it in 7 quarters since.
  • Oxford Wealth Group's Tesla position peaked at $1.48M in Q4 2024.
  • 4,283 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

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