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Carolinas Wealth Consulting’s Tesla TSLA Stock Holding History

Carolinas Wealth Consulting’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
2025
Q2 		– Sell
-1,171
Closed -$303K – 862
2025
Q1 		$303K Sell
1,171
-166
-12% -$55.3K 0.07% 141
2024
Q4 		$540K Sell
1,337
-3,318
-71% -$1.07M 0.11% 100
2024
Q3 		$1.22M Buy
4,655
+324
+7% +$73.9K 0.22% 63
2024
Q2 		$857K Sell
4,331
-941
-18% -$164K 0.17% 74
2024
Q1 		$927K Buy
5,272
+901
+21% +$176K 0.18% 69
2023
Q4 		$1.09M Buy
4,371
+35
+0.8% +$8.32K 0.24% 57
2023
Q3 		$871K Buy
4,336
+191
+5% +$49.1K 0.22% 60
2023
Q2 		$1.08M Buy
4,145
+2
+0% +$400 0.22% 67
2023
Q1 		$860K Buy
4,143
+278
+7% +$48.5K 0.18% 73
2022
Q4 		$476K Buy
3,865
+2,844
+279% +$538K 0.11% 103
2022
Q3 		$271K Buy
1,021
+103
+11% +$28.8K 0.07% 127
2022
Q2 		$206K Sell
918
-3,423
-79% -$934K 0.05% 157
2022
Q1 		$1.56M Buy
4,341
+3,468
+397% +$1.08M 0.34% 45
2021
Q4 		$308K Buy
873
+30
+4% +$10.1K 0.07% 132
2021
Q3 		$218K Buy
843
+99
+13% +$23.3K 0.05% 149
2021
Q2 		$169K Sell
744
-5,082
-87% -$1.1M 0.04% 191
2021
Q1 		$1.3M Sell
5,826
-1,029
-15% -$258K 0.32% 42
2020
Q4 		$1.61M Buy
6,855
+810
+13% +$138K 0.43% 37
2020
Q3 		$864K Buy
6,045
+135
+2% +$15.9K 0.29% 47
2020
Q2 		$425K Sell
5,910
-255
-4% -$13.8K 0.17% 60
2020
Q1 		$215K Buy
+6,165
New +$256K 0.12% 91

Other funds holding TSLA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Carolinas Wealth Consulting's TSLA Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Tesla (TSLA) in Q2 2025, closing a stake of 1,171 shares — an estimated $303K sold.

Carolinas Wealth Consulting first reported a position in TSLA in Q1 2020 and held it in 21 quarters. The position peaked at $1.61M in Q4 2020. 3,725 funds tracked by Wall St. Rank hold TSLA as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Tesla position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 1,171 Tesla shares in Q2 2025, an estimated $303K.
  • Carolinas Wealth Consulting first reported a position in Tesla in Q1 2020 and held it in 21 quarters.
  • Carolinas Wealth Consulting's Tesla position peaked at $1.61M in Q4 2020.
  • 3,725 funds tracked by Wall St. Rank held Tesla as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.