OAM
TSLA icon

Occidental Asset Management’s Tesla TSLA Stock Holding History

Occidental 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
Q2 		$3.57M Buy
8,477
+307
+4% +$122K 0.35% 74
2026
Q1 		$3.04M Buy
8,170
+279
+4% +$115K 0.36% 69
2025
Q4 		$3.55M Buy
7,891
+468
+6% +$207K 0.43% 66
2025
Q3 		$3.3M Buy
7,423
+791
+12% +$274K 0.41% 65
2025
Q2 		$2.11M Buy
6,632
+114
+2% +$34.3K 0.29% 79
2025
Q1 		$1.69M Sell
6,518
-382
-6% -$127K 0.26% 84
2024
Q4 		$2.79M Sell
6,900
-169
-2% -$54.4K 0.43% 64
2024
Q3 		$1.85M Sell
7,069
-319
-4% -$72.7K 0.3% 83
2024
Q2 		$1.46M Buy
7,388
+2,867
+63% +$501K 0.26% 93
2024
Q1 		$795K Buy
4,521
+114
+3% +$22.3K 0.15% 112
2023
Q4 		$1.1M Sell
4,407
-243
-5% -$57.8K 0.23% 107
2023
Q3 		$1.16M Sell
4,650
-1,114
-19% -$286K 0.27% 90
2023
Q2 		$1.51M Buy
5,764
+30
+0.5% +$6K 0.34% 81
2023
Q1 		$1.19M Buy
5,734
+153
+3% +$26.7K 0.3% 94
2022
Q4 		$687K Sell
5,581
-493
-8% -$93.3K 0.19% 116
2022
Q3 		$1.61M Buy
6,074
+14
+0.2% +$3.91K 0.48% 61
2022
Q2 		$1.36M Buy
6,060
+183
+3% +$50K 0.4% 71
2022
Q1 		$2.11M Buy
5,877
+450
+8% +$140K 0.54% 49
2021
Q4 		$1.91M Sell
5,427
-300
-5% -$101K 0.45% 70
2021
Q3 		$1.48M Sell
5,727
-483
-8% -$114K 0.38% 77
2021
Q2 		$1.41M Buy
6,210
+1,326
+27% +$288K 0.37% 78
2021
Q1 		$1.09M Buy
4,884
+105
+2% +$26.4K 0.32% 87
2020
Q4 		$1.12M Buy
4,779
+2,349
+97% +$401K 0.37% 77
2020
Q3 		$347K Buy
+2,430
New +$287K 0.14% 109
2019
Q1 		– Sell
-9,315
Closed -$207K – 154
2018
Q4 		$207K Buy
+9,315
New +$200K 0.12% 134

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

Occidental Asset Management's TSLA Position: Q2 2026 in Review

Occidental Asset Management increased its Tesla (TSLA) stake by 3.8% in Q2 2026, buying an estimated $122K and bringing the position to 8,477 shares worth $3.57M. The position accounts for 0.35% of the portfolio, ranked #74.

Occidental Asset Management first reported a position in TSLA in Q4 2018 and has held it in 25 quarters since. 4,292 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Occidental Asset Management held 8,477 shares of Tesla worth $3.57M as of Q2 2026.
  • Occidental Asset Management bought 307 Tesla shares in Q2 2026, an estimated $122K.
  • Tesla made up 0.35% of Occidental Asset Management's portfolio in Q2 2026, its #74 holding.
  • Occidental Asset Management first reported a position in Tesla in Q4 2018 and has held it in 25 quarters since.
  • 4,292 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Occidental Asset Management's 13F filing for Q2 2026, filed 7 Aug 2026.