CarsonAllaria Wealth Management’s Tesla TSLA Stock Holding History

CarsonAllaria Wealth Management’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 Q1	$332K	Buy	892 +100	+13%	+$41.2K	0.16%	42
2025 Q4	$356K	Buy	792 +9	+1%	+$3.99K	0.18%	40
2025 Q3	$348K	Buy	783 +14	+2%	+$4.86K	0.18%	45
2025 Q2	$244K	Buy	769 +23	+3%	+$6.93K	0.13%	55
2025 Q1	$193K	Buy	746 +137	+22%	+$45.7K	0.11%	67
2024 Q4	$246K	Sell	609 -24	-4%	-$7.72K	0.14%	58
2024 Q3	$166K	Buy	633 +25	+4%	+$5.7K	0.1%	75
2024 Q2	$120K	Buy	608 +38	+7%	+$6.64K	0.07%	86
2024 Q1	$100K	Buy	570 +60	+12%	+$11.7K	0.06%	101
2023 Q4	$127K	Sell	510 -5	-1%	-$1.19K	0.09%	78
2023 Q3	$129K	Sell	515 -71	-12%	-$18.2K	0.1%	79
2023 Q2	$153K	Buy	586 +101	+21%	+$20.2K	0.12%	77
2023 Q1	$101K	Buy	485 +37	+8%	+$6.46K	0.08%	86
2022 Q4	$55K	Buy	448 +6	+1%	+$1.14K	0.05%	107
2022 Q3	$117K	Sell	442 -2	-0.5%	-$559	0.11%	85
2022 Q2	$100K	Buy	444 +24	+6%	+$6.55K	0.09%	90
2022 Q1	$151K	Sell	420 -21	-5%	-$6.54K	0.14%	76
2021 Q4	$155K	Buy	+441	New	+$148K	0.14%	79

Other funds holding TSLA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

CarsonAllaria Wealth Management's TSLA Position: Q1 2026 in Review

CarsonAllaria Wealth Management increased its Tesla (TSLA) stake by 13% in Q1 2026, buying an estimated $41.2K and bringing the position to 892 shares worth $332K. The position accounts for 0.16% of the portfolio, ranked #42.

CarsonAllaria Wealth Management first reported a position in TSLA in Q4 2021 and has held it in 18 quarters since. The position peaked at $356K in Q4 2025. 4,174 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

CarsonAllaria Wealth Management held 892 shares of Tesla worth $332K as of Q1 2026.
CarsonAllaria Wealth Management bought 100 Tesla shares in Q1 2026, an estimated $41.2K.
Tesla made up 0.16% of CarsonAllaria Wealth Management's portfolio in Q1 2026, its #42 holding.
CarsonAllaria Wealth Management first reported a position in Tesla in Q4 2021 and has held it in 18 quarters since.
CarsonAllaria Wealth Management's Tesla position peaked at $356K in Q4 2025.
4,174 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on CarsonAllaria Wealth Management's 13F filing for Q1 2026, filed 30 Apr 2026.