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McKinley Carter Wealth Services’s Tesla TSLA Stock Holding History

McKinley Carter Wealth Services’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 		$982K Sell
2,334
-9
-0.4% -$3.58K 0.05% 177
2026
Q1 		$871K Hold
2,343
– – 0.05% 179
2025
Q4 		$1.05M Sell
2,343
-102
-4% -$45.2K 0.06% 173
2025
Q3 		$1.09M Buy
2,445
+144
+6% +$49.9K 0.06% 169
2025
Q2 		$731K Sell
2,301
-231
-9% -$69.6K 0.04% 179
2025
Q1 		$656K Sell
2,532
-863
-25% -$288K 0.04% 185
2024
Q4 		$1.37M Sell
3,395
-660
-16% -$212K 0.08% 140
2024
Q3 		$1.06M Sell
4,055
-136
-3% -$31K 0.06% 155
2024
Q2 		$829K Buy
4,191
+275
+7% +$48.1K 0.05% 169
2024
Q1 		$688K Sell
3,916
-550
-12% -$107K 0.05% 179
2023
Q4 		$1.11M Buy
4,466
+283
+7% +$67.3K 0.08% 143
2023
Q3 		$1.05M Buy
4,183
+592
+16% +$152K 0.08% 141
2023
Q2 		$940K Sell
3,591
-7,745
-68% -$1.55M 0.07% 152
2023
Q1 		$2.35M Buy
11,336
+119
+1% +$20.8K 0.18% 95
2022
Q4 		$1.38M Sell
11,217
-1,714
-13% -$325K 0.12% 121
2022
Q3 		$3.43M Buy
12,931
+9,652
+294% +$2.7M 0.32% 65
2022
Q2 		$736K Buy
3,279
+570
+21% +$156K 0.07% 163
2022
Q1 		$973K Buy
2,709
+390
+17% +$121K 0.08% 149
2021
Q4 		$817K Buy
2,319
+87
+4% +$29.2K 0.06% 158
2021
Q3 		$577K Hold
2,232
– – 0.05% 174
2021
Q2 		$506K Sell
2,232
-270
-11% -$58.6K 0.04% 185
2021
Q1 		$557K Sell
2,502
-3,570
-59% -$896K 0.05% 177
2020
Q4 		$1.43M Buy
6,072
+3,612
+147% +$616K 0.19% 106
2020
Q3 		$352K Buy
+2,460
New +$290K 0.08% 108
2018
Q2 		– Sell
-5,460
Closed -$97K – 357
2018
Q1 		$97K Buy
+5,460
New +$120K 0.03% 219

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

McKinley Carter Wealth Services's TSLA Position: Q2 2026 in Review

McKinley Carter Wealth Services reduced its Tesla (TSLA) stake by 0.38% in Q2 2026, selling an estimated $3.58K and leaving 2,334 shares worth $982K. The position accounts for 0.05% of the portfolio, ranked #177.

McKinley Carter Wealth Services first reported a position in TSLA in Q1 2018 and has held it in 25 quarters since. The position peaked at $3.43M in Q3 2022. 4,282 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • McKinley Carter Wealth Services held 2,334 shares of Tesla worth $982K as of Q2 2026.
  • McKinley Carter Wealth Services sold 9 Tesla shares in Q2 2026, an estimated $3.58K.
  • Tesla made up 0.05% of McKinley Carter Wealth Services's portfolio in Q2 2026, its #177 holding.
  • McKinley Carter Wealth Services first reported a position in Tesla in Q1 2018 and has held it in 25 quarters since.
  • McKinley Carter Wealth Services's Tesla position peaked at $3.43M in Q3 2022.
  • 4,282 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.