Occidental Asset Management
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
Q3 		$3.59M Buy
10,126
+1,649
+19% +$590K 0.31% 75
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Occidental Asset Management's TSLA Position: Q3 2026 in Review

Occidental Asset Management increased its Tesla (TSLA) stake by 19% in Q3 2026, buying an estimated $590K and bringing the position to 10,126 shares worth $3.59M. The position accounts for 0.31% of the portfolio, ranked #75.

Occidental Asset Management first reported a position in TSLA in Q4 2018 and has held it in 26 quarters since. 2,900 funds tracked by Wall St. Rank hold TSLA as of Q3 2026.

  • Occidental Asset Management held 10,126 shares of Tesla worth $3.59M as of Q3 2026.
  • Occidental Asset Management bought 1,649 Tesla shares in Q3 2026, an estimated $590K.
  • Tesla made up 0.31% of Occidental Asset Management's portfolio in Q3 2026, its #75 holding.
  • Occidental Asset Management first reported a position in Tesla in Q4 2018 and has held it in 26 quarters since.
  • 2,900 funds tracked by Wall St. Rank held Tesla as of Q3 2026.

Based on Occidental Asset Management's 13F filing for Q3 2026, filed 5 Nov 2026.