Carroll Advisory Group’s Tesla TSLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$84.1K Hold
600
0.03% 74
2026
Q1
$66.6K Buy
+600
New +$247K 0.03% 68

Other funds holding TSLA

Carroll Advisory Group's TSLA Position: Q2 2026 in Review

Carroll Advisory Group increased its Tesla (TSLA) stake by 8.1% in Q2 2026, buying an estimated $232K and bringing the position to 7,754 shares worth $3.26M. The position accounts for 1.07% of the portfolio, ranked #24.

Carroll Advisory Group first reported a position in TSLA in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.4M in Q4 2025. 1,774 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Carroll Advisory Group held 7,754 shares of Tesla worth $3.26M as of Q2 2026.
  • Carroll Advisory Group bought 583 Tesla shares in Q2 2026, an estimated $232K.
  • Tesla made up 1.07% of Carroll Advisory Group's portfolio in Q2 2026, its #24 holding.
  • Carroll Advisory Group first reported a position in Tesla in Q4 2025 and has held it in 3 quarters since.
  • Carroll Advisory Group's Tesla position peaked at $3.4M in Q4 2025.
  • 1,774 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Carroll Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.