Doheny Asset Management’s Tesla TSLA Stock Holding History

Doheny Asset Management’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 Q1	$527K	Sell	1,418 -175	-11%	-$72.1K	0.34%	43
2025 Q4	$716K	Hold	1,593	–	–	0.44%	39
2025 Q3	$708K	Hold	1,593	–	–	0.45%	42
2025 Q2	$506K	Sell	1,593 -300	-16%	-$90.4K	0.35%	48
2025 Q1	$491K	Sell	1,893 -312	-14%	-$104K	0.38%	48
2024 Q4	$890K	Hold	2,205	–	–	0.66%	37
2024 Q3	$577K	Hold	2,205	–	–	0.39%	53
2024 Q2	$436K	Sell	2,205 -510	-19%	-$89.1K	0.31%	56
2024 Q1	$477K	Hold	2,715	–	–	0.39%	52
2023 Q4	$675K	Sell	2,715 -40	-1%	-$9.51K	0.66%	45
2023 Q3	$689K	Sell	2,755 -375	-12%	-$96.3K	0.67%	43
2023 Q2	$819K	Hold	3,130	–	–	0.7%	40
2023 Q1	$649K	Buy	+3,130	New	+$546K	0.58%	47
2022 Q4	–	Sell	-3,780	Closed	-$1M	–	73
2022 Q3	$1M	Buy	+3,780	New	+$1.06M	1%	34
2022 Q1	$1.4M	Hold	3,885	–	–	1.02%	31
2021 Q4	$1.37M	Hold	3,885	–	–	0.96%	32
2021 Q3	$1M	Hold	3,885	–	–	0.72%	49
2021 Q2	$880K	Hold	3,885	–	–	0.57%	56
2021 Q1	$865K	Sell	3,885 -195	-5%	-$49K	0.59%	52
2020 Q4	$960K	Hold	4,080	–	–	0.67%	42
2020 Q3	$583K	Buy	+4,080	New	+$482K	0.48%	51
2017 Q4	–	Sell	-14,175	Closed	-$322K	–	111
2017 Q3	$322K	Sell	14,175 -7,200	-34%	-$166K	0.15%	92
2017 Q2	$515K	Hold	21,375	–	–	0.24%	73
2017 Q1	$397K	Buy	+21,375	New	+$362K	0.18%	80

Other funds holding TSLA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Doheny Asset Management's TSLA Position: Q1 2026 in Review

Doheny Asset Management reduced its Tesla (TSLA) stake by 11% in Q1 2026, selling an estimated $72.1K and leaving 1,418 shares worth $527K. The position accounts for 0.34% of the portfolio, ranked #43.

Doheny Asset Management first reported a position in TSLA in Q1 2017 and has held it in 24 quarters since. The position peaked at $1.4M in Q1 2022. 4,174 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

Doheny Asset Management held 1,418 shares of Tesla worth $527K as of Q1 2026.
Doheny Asset Management sold 175 Tesla shares in Q1 2026, an estimated $72.1K.
Tesla made up 0.34% of Doheny Asset Management's portfolio in Q1 2026, its #43 holding.
Doheny Asset Management first reported a position in Tesla in Q1 2017 and has held it in 24 quarters since.
Doheny Asset Management's Tesla position peaked at $1.4M in Q1 2022.
4,174 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Doheny Asset Management's 13F filing for Q1 2026, filed 7 May 2026.