OCM
TSLA icon

Osterweis Capital Management’s Tesla TSLA Stock Holding History

Osterweis Capital 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 		$435K Hold
1,034
– – 0.02% 114
2026
Q1 		$384K Hold
1,034
– – 0.02% 115
2025
Q4 		$465K Buy
1,034
+184
+22% +$81.6K 0.02% 115
2025
Q3 		$378K Buy
850
+100
+13% +$34.7K 0.02% 120
2025
Q2 		$238K Sell
750
-35
-4% -$10.5K 0.01% 131
2025
Q1 		$203K Buy
785
+285
+57% +$95K 0.01% 122
2024
Q4 		$202K Hold
500
– – 0.01% 133
2024
Q3 		$131K Sell
500
-1,000
-67% -$228K 0.01% 147
2024
Q2 		$297K Buy
+1,500
New +$262K 0.02% 120
2022
Q4 		– Sell
-165
Closed -$44K – 259
2022
Q3 		$44K Buy
+165
New +$46.1K ﹤0.01% 166

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

Osterweis Capital Management's TSLA Position: Q2 2026 in Review

Osterweis Capital Management held its Tesla (TSLA) position steady in Q2 2026 at 1,034 shares worth $435K. The position accounts for 0.02% of the portfolio, ranked #114.

Osterweis Capital Management first reported a position in TSLA in Q3 2022 and has held it in 10 quarters since. The position peaked at $465K in Q4 2025. 4,273 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Osterweis Capital Management held 1,034 shares of Tesla worth $435K as of Q2 2026.
  • Osterweis Capital Management left its Tesla share count unchanged in Q2 2026.
  • Tesla made up 0.02% of Osterweis Capital Management's portfolio in Q2 2026, its #114 holding.
  • Osterweis Capital Management first reported a position in Tesla in Q3 2022 and has held it in 10 quarters since.
  • Osterweis Capital Management's Tesla position peaked at $465K in Q4 2025.
  • 4,273 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Osterweis Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.