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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
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

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Carter Financial Group's TSLA Position: Q2 2026 in Review

Carter Financial Group reduced its Tesla (TSLA) stake by 11% in Q2 2026, selling an estimated $254K and leaving 5,415 shares worth $2.28M. The position accounts for 1.18% of the portfolio, ranked #20.

Carter Financial Group first reported a position in TSLA in Q1 2022 and has held it in 6 quarters since. 2,101 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Carter Financial Group held 5,415 shares of Tesla worth $2.28M as of Q2 2026.
  • Carter Financial Group sold 639 Tesla shares in Q2 2026, an estimated $254K.
  • Tesla made up 1.18% of Carter Financial Group's portfolio in Q2 2026, its #20 holding.
  • Carter Financial Group first reported a position in Tesla in Q1 2022 and has held it in 6 quarters since.
  • 2,101 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Carter Financial Group's 13F filing for Q2 2026, filed 30 Jul 2026.