CFG
TSLA icon

Carr Financial Group’s Tesla TSLA Stock Holding History

Carr Financial Group’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
2024
Q2 		– Sell
-1,000
Closed -$176 – 197
2024
Q1 		$176 Buy
+1,000
New +$195K ﹤0.01% 181

Other funds holding TSLA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Carr Financial Group's TSLA Position: Q1 2026 in Review

Carr Financial Group reduced its Tesla (TSLA) stake by 17% in Q1 2026, selling an estimated $263K and leaving 3,174 shares worth $1.18M. The position accounts for 0.31% of the portfolio, ranked #56.

Carr Financial Group first reported a position in TSLA in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.85M in Q3 2025. 4,174 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

  • Carr Financial Group held 3,174 shares of Tesla worth $1.18M as of Q1 2026.
  • Carr Financial Group sold 638 Tesla shares in Q1 2026, an estimated $263K.
  • Tesla made up 0.31% of Carr Financial Group's portfolio in Q1 2026, its #56 holding.
  • Carr Financial Group first reported a position in Tesla in Q4 2022 and has held it in 14 quarters since.
  • Carr Financial Group's Tesla position peaked at $1.85M in Q3 2025.
  • 4,174 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Carr Financial Group's 13F filing for Q1 2026, filed 12 May 2026.