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Carolina Wealth Advisors’s Tesla TSLA Stock Holding History

Carolina Wealth Advisors’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 		$421K Hold
1,000
– – 0.16% 73
2026
Q1 		$372K Buy
1,000
+70
+8% +$28.8K 0.15% 72
2025
Q4 		$418K Sell
930
-93
-9% -$41.2K 0.19% 58
2025
Q3 		$455K Sell
1,023
-70
-6% -$24.3K 0.2% 51
2025
Q2 		$347K Sell
1,093
-157
-13% -$47.3K 0.17% 53
2025
Q1 		$324K Buy
1,250
+369
+42% +$123K 0.17% 52
2024
Q4 		$356K Sell
881
-429
-33% -$138K 0.19% 47
2024
Q3 		$343K Buy
1,310
+82
+7% +$18.7K 0.17% 53
2024
Q2 		$243K Sell
1,228
-2
-0.2% -$350 0.12% 56
2024
Q1 		$216K Hold
1,230
– – 0.12% 61
2023
Q4 		$306K Sell
1,230
-6
-0.5% -$1.43K 0.16% 65
2023
Q3 		$309K Hold
1,236
– – 0.17% 69
2023
Q2 		$324K Sell
1,236
-21
-2% -$4.2K 0.19% 58
2023
Q1 		$261K Buy
1,257
+395
+46% +$68.9K 0.15% 71
2022
Q4 		$106K Hold
862
– – 0.07% 79
2022
Q3 		$229K Buy
862
+46
+6% +$12.8K 0.18% 63
2022
Q2 		$183K Buy
816
+21
+3% +$5.73K 0.12% 86
2022
Q1 		$286K Buy
795
+105
+15% +$32.7K 0.18% 56
2021
Q4 		$243K Hold
690
– – 0.14% 67
2021
Q3 		$178K Hold
690
– – 0.12% 73
2021
Q2 		$156K Buy
690
+225
+48% +$48.8K 0.11% 67
2021
Q1 		$104K Sell
465
-15
-3% -$3.77K 0.08% 84
2020
Q4 		$113K Hold
480
– – 0.09% 54
2020
Q3 		$69K Sell
480
-60
-11% -$7.08K 0.06% 58
2020
Q2 		$39K Hold
540
– – 0.04% 60
2020
Q1 		$19K Buy
540
+165
+44% +$6.84K 0.02% 81
2019
Q4 		$10K Buy
+375
New +$8.13K 0.01% 130

Other funds holding TSLA

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
HAM
Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
NAH
Neumann Advisory (HK) Central, Hong Kong $356M AUM 37.48% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Carolina Wealth Advisors's TSLA Position: Q2 2026 in Review

Carolina Wealth Advisors held its Tesla (TSLA) position steady in Q2 2026 at 1,000 shares worth $421K. The position accounts for 0.16% of the portfolio, ranked #73.

Carolina Wealth Advisors first reported a position in TSLA in Q4 2019 and has held it in 27 quarters since. The position peaked at $455K in Q3 2025. 781 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Carolina Wealth Advisors held 1,000 shares of Tesla worth $421K as of Q2 2026.
  • Carolina Wealth Advisors left its Tesla share count unchanged in Q2 2026.
  • Tesla made up 0.16% of Carolina Wealth Advisors's portfolio in Q2 2026, its #73 holding.
  • Carolina Wealth Advisors first reported a position in Tesla in Q4 2019 and has held it in 27 quarters since.
  • Carolina Wealth Advisors's Tesla position peaked at $455K in Q3 2025.
  • 781 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Carolina Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.