Spectrum Asset Management (California)’s Tesla TSLA Stock Holding History

Spectrum Asset Management (California)’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	$364K	Hold	978	–	–	0.12%	85
2025 Q4	$440K	Hold	978	–	–	0.15%	77
2025 Q3	$435K	Hold	978	–	–	0.15%	79
2025 Q2	$311K	Buy	978 +58	+6%	+$17.5K	0.14%	81
2025 Q1	$239K	Buy	920 +357	+63%	+$119K	0.11%	79
2024 Q4	$227K	Buy	+563	New	+$181K	0.1%	90
2024 Q2	–	Sell	-4,292	Closed	-$755K	–	109
2024 Q1	$755K	Sell	4,292 -526	-11%	-$103K	0.32%	57
2023 Q4	$1.2M	Sell	4,818 -295	-6%	-$70.1K	0.53%	45
2023 Q3	$1.28M	Sell	5,113 -60	-1%	-$15.4K	0.67%	39
2023 Q2	$1.35M	Sell	5,173 -50	-1%	-$10K	0.67%	39
2023 Q1	$1.08M	Sell	5,223 -100	-2%	-$17.4K	0.54%	43
2022 Q4	$656K	Sell	5,323 -250	-4%	-$47.3K	0.32%	55
2022 Q3	$1.48M	Sell	5,573 -292	-5%	-$81.5K	0.76%	38
2022 Q2	$1.32M	Sell	5,865 -390	-6%	-$106K	0.65%	41
2022 Q1	$2.25M	Buy	6,255 +720	+13%	+$224K	0.88%	36
2021 Q4	$1.95M	Buy	5,535 +30	+0.5%	+$10.1K	0.55%	53
2021 Q3	$1.42M	Hold	5,505	–	–	0.44%	52
2021 Q2	$1.25M	Sell	5,505 -60	-1%	-$13K	0.37%	59
2021 Q1	$1.24M	Buy	+5,565	New	+$1.4M	0.38%	65

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

Spectrum Asset Management (California)'s TSLA Position: Q1 2026 in Review

Spectrum Asset Management (California) held its Tesla (TSLA) position steady in Q1 2026 at 978 shares worth $364K. The position accounts for 0.12% of the portfolio, ranked #85.

Spectrum Asset Management (California) first reported a position in TSLA in Q1 2021 and has held it in 19 quarters since. The position peaked at $2.25M in Q1 2022. 4,175 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

Spectrum Asset Management (California) held 978 shares of Tesla worth $364K as of Q1 2026.
Spectrum Asset Management (California) left its Tesla share count unchanged in Q1 2026.
Tesla made up 0.12% of Spectrum Asset Management (California)'s portfolio in Q1 2026, its #85 holding.
Spectrum Asset Management (California) first reported a position in Tesla in Q1 2021 and has held it in 19 quarters since.
Spectrum Asset Management (California)'s Tesla position peaked at $2.25M in Q1 2022.
4,175 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Spectrum Asset Management (California)'s 13F filing for Q1 2026, filed 22 Apr 2026.