SW
TSLA icon

SkyOak Wealth’s Tesla TSLA Stock Holding History

SkyOak Wealth’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 		$3.04M Sell
7,232
-104
-1% -$41.4K 0.5% 51
2026
Q1 		$2.73M Buy
7,336
+133
+2% +$54.8K 0.5% 53
2025
Q4 		$3.24M Sell
7,203
-26
-0.4% -$11.5K 0.58% 44
2025
Q3 		$3.21M Sell
7,229
-44
-0.6% -$15.3K 0.61% 42
2025
Q2 		$2.31M Sell
7,273
-42
-0.6% -$12.7K 0.46% 57
2025
Q1 		$1.9M Buy
7,315
+718
+11% +$239K 0.42% 58
2024
Q4 		$2.66M Sell
6,597
-3,515
-35% -$1.13M 0.57% 50
2024
Q3 		$2.65M Buy
10,112
+8
+0.1% +$1.82K 0.59% 48
2024
Q2 		$2M Sell
10,104
-25
-0.2% -$4.37K 0.47% 55
2024
Q1 		$1.78M Sell
10,129
-54
-0.5% -$10.6K 0.43% 58
2023
Q4 		$2.53M Sell
10,183
-41
-0.4% -$9.74K 0.66% 37
2023
Q3 		$2.56M Sell
10,224
-684
-6% -$176K 0.75% 36
2023
Q2 		$2.86M Sell
10,908
-48
-0.4% -$9.6K 0.81% 34
2023
Q1 		$2.27M Buy
10,956
+376
+4% +$65.6K 0.69% 38
2022
Q4 		$1.3M Buy
10,580
+106
+1% +$20.1K 0.44% 58
2022
Q3 		$2.78M Sell
10,474
-2
-0% -$559 1% 29
2022
Q2 		$2.35M Buy
10,476
+558
+6% +$152K 0.8% 35
2022
Q1 		$3.56M Buy
9,918
+1,422
+17% +$443K 0.99% 33
2021
Q4 		$2.99M Sell
8,496
-2,838
-25% -$952K 0.76% 39
2021
Q3 		$2.93M Buy
11,334
+99
+0.9% +$23.3K 0.79% 33
2021
Q2 		$2.54M Sell
11,235
-12
-0.1% -$2.6K 0.68% 41
2021
Q1 		$2.6M Sell
11,247
-51
-0.5% -$12.8K 0.72% 38
2020
Q4 		$2.66M Sell
11,298
-24
-0.2% -$4.1K 0.83% 35
2020
Q3 		$1.62M Buy
11,322
+57
+0.5% +$6.73K 0.58% 56
2020
Q2 		$811K Buy
+11,265
New +$609K 0.3% 81
2020
Q1 		– Sell
-7,605
Closed -$212K – 291
2019
Q4 		$212K Buy
+7,605
New +$165K 0.07% 278

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

SkyOak Wealth's TSLA Position: Q2 2026 in Review

SkyOak Wealth reduced its Tesla (TSLA) stake by 1.4% in Q2 2026, selling an estimated $41.4K and leaving 7,232 shares worth $3.04M. The position accounts for 0.5% of the portfolio, ranked #51.

SkyOak Wealth first reported a position in TSLA in Q4 2019 and has held it in 26 quarters since. The position peaked at $3.56M in Q1 2022. 4,273 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • SkyOak Wealth held 7,232 shares of Tesla worth $3.04M as of Q2 2026.
  • SkyOak Wealth sold 104 Tesla shares in Q2 2026, an estimated $41.4K.
  • Tesla made up 0.5% of SkyOak Wealth's portfolio in Q2 2026, its #51 holding.
  • SkyOak Wealth first reported a position in Tesla in Q4 2019 and has held it in 26 quarters since.
  • SkyOak Wealth's Tesla position peaked at $3.56M in Q1 2022.
  • 4,273 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on SkyOak Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.