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Silver Oak Securities’s Tesla TSLA Stock Holding History

Silver Oak Securities’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
2025
Q3 		– Sell
-90,079
Closed -$28.6M – 824
2025
Q2 		$28.6M Buy
90,079
+8,371
+10% +$2.52M 2.32% 3
2025
Q1 		$21.5M Buy
+81,708
New +$27.2M 1.98% 3

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

Silver Oak Securities's TSLA Position: Q1 2026 in Review

Silver Oak Securities reduced its Tesla (TSLA) stake by 37% in Q1 2026, selling an estimated $1.87M and leaving 7,839 shares worth $2.91M. The position accounts for 0.21% of the portfolio, ranked #99.

Silver Oak Securities first reported a position in TSLA in Q1 2022 and has held it in 17 quarters since. The position peaked at $5.63M in Q4 2025. 4,174 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

  • Silver Oak Securities held 7,839 shares of Tesla worth $2.91M as of Q1 2026.
  • Silver Oak Securities sold 4,550 Tesla shares in Q1 2026, an estimated $1.87M.
  • Tesla made up 0.21% of Silver Oak Securities's portfolio in Q1 2026, its #99 holding.
  • Silver Oak Securities first reported a position in Tesla in Q1 2022 and has held it in 17 quarters since.
  • Silver Oak Securities's Tesla position peaked at $5.63M in Q4 2025.
  • 4,174 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Silver Oak Securities's 13F filing for Q1 2026, filed 20 Apr 2026.