Carter Financial Group
TSLA icon

Carter Financial Group’s Tesla TSLA Stock Holding History

Carter 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
2026
Q3 		$2.25M Buy
6,343
+928
+17% +$332K 1.15% 21
2026
Q2 		$2.28M Sell
5,415
-639
-11% -$254K 1.18% 20
2026
Q1 		$2.25M Buy
6,054
+1,824
+43% +$751K 1.39% 19
2025
Q4 		$1.9M Sell
4,230
-261
-6% -$116K 1.13% 20
2025
Q3 		$2M Sell
4,491
-126
-3% -$43.7K 1.21% 19
2025
Q2 		$1.47M Buy
+4,617
New +$1.39M 0.96% 26
2022
Q1 		$1.04M Buy
+2,904
New +$905K 1.4% 11

Other funds holding TSLA

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Carter Financial Group's TSLA Position: Q3 2026 in Review

Carter Financial Group increased its Tesla (TSLA) stake by 17% in Q3 2026, buying an estimated $332K and bringing the position to 6,343 shares worth $2.25M. The position accounts for 1.15% of the portfolio, ranked #21.

Carter Financial Group first reported a position in TSLA in Q1 2022 and has held it in 7 quarters since. The position peaked at $2.28M in Q2 2026. 2,608 funds tracked by Wall St. Rank hold TSLA as of Q3 2026.

  • Carter Financial Group held 6,343 shares of Tesla worth $2.25M as of Q3 2026.
  • Carter Financial Group bought 928 Tesla shares in Q3 2026, an estimated $332K.
  • Tesla made up 1.15% of Carter Financial Group's portfolio in Q3 2026, its #21 holding.
  • Carter Financial Group first reported a position in Tesla in Q1 2022 and has held it in 7 quarters since.
  • Carter Financial Group's Tesla position peaked at $2.28M in Q2 2026.
  • 2,608 funds tracked by Wall St. Rank held Tesla as of Q3 2026.

Based on Carter Financial Group's 13F filing for Q3 2026, filed 21 Oct 2026.