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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
Q2 		$732K Buy
1,740
+762
+78% +$303K 0.2% 65
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
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 $3.38T AUM 44.17% 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

Spectrum Asset Management (California)'s TSLA Position: Q2 2026 in Review

Spectrum Asset Management (California) increased its Tesla (TSLA) stake by 78% in Q2 2026, buying an estimated $303K and bringing the position to 1,740 shares worth $732K. The position accounts for 0.2% of the portfolio, ranked #65.

Spectrum Asset Management (California) first reported a position in TSLA in Q1 2021 and has held it in 20 quarters since. The position peaked at $2.25M in Q1 2022. 4,317 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Spectrum Asset Management (California) held 1,740 shares of Tesla worth $732K as of Q2 2026.
  • Spectrum Asset Management (California) bought 762 Tesla shares in Q2 2026, an estimated $303K.
  • Tesla made up 0.2% of Spectrum Asset Management (California)'s portfolio in Q2 2026, its #65 holding.
  • Spectrum Asset Management (California) first reported a position in Tesla in Q1 2021 and has held it in 20 quarters since.
  • Spectrum Asset Management (California)'s Tesla position peaked at $2.25M in Q1 2022.
  • 4,317 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Spectrum Asset Management (California)'s 13F filing for Q2 2026, filed 3 Aug 2026.