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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
Q2 		$278K Sell
661
-231
-26% -$91.9K 0.12% 54
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CarsonAllaria Wealth Management's TSLA Position: Q2 2026 in Review

CarsonAllaria Wealth Management reduced its Tesla (TSLA) stake by 26% in Q2 2026, selling an estimated $91.9K and leaving 661 shares worth $278K. The position accounts for 0.12% of the portfolio, ranked #54.

CarsonAllaria Wealth Management first reported a position in TSLA in Q4 2021 and has held it in 19 quarters since. The position peaked at $356K in Q4 2025. 4,292 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • CarsonAllaria Wealth Management held 661 shares of Tesla worth $278K as of Q2 2026.
  • CarsonAllaria Wealth Management sold 231 Tesla shares in Q2 2026, an estimated $91.9K.
  • Tesla made up 0.12% of CarsonAllaria Wealth Management's portfolio in Q2 2026, its #54 holding.
  • CarsonAllaria Wealth Management first reported a position in Tesla in Q4 2021 and has held it in 19 quarters since.
  • CarsonAllaria Wealth Management's Tesla position peaked at $356K in Q4 2025.
  • 4,292 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on CarsonAllaria Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.