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Old North State Wealth Management’s Tesla TSLA Stock Holding History

Old North State 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 		$903K Buy
2,145
+42
+2% +$16.7K 0.39% 57
2026
Q1 		$782K Buy
2,103
+202
+11% +$83.2K 0.36% 62
2025
Q4 		$855K Buy
1,901
+101
+6% +$44.8K 0.4% 52
2025
Q3 		$801K Buy
1,800
+55
+3% +$19.1K 0.37% 54
2025
Q2 		$554K Buy
1,745
+183
+12% +$55.1K 0.29% 68
2025
Q1 		$405K Buy
1,562
+118
+8% +$39.3K 0.23% 77
2024
Q4 		$583K Buy
1,444
+100
+7% +$32.2K 0.33% 56
2024
Q3 		$352K Sell
1,344
-140
-9% -$31.9K 0.2% 74
2024
Q2 		$294K Buy
1,484
+82
+6% +$14.3K 0.19% 73
2024
Q1 		$246K Sell
1,402
-203
-13% -$39.7K 0.16% 79
2023
Q4 		$399K Sell
1,605
-89
-5% -$21.2K 0.29% 56
2023
Q3 		$424K Buy
1,694
+170
+11% +$43.7K 0.37% 53
2023
Q2 		$399K Buy
1,524
+203
+15% +$40.6K 0.35% 53
2023
Q1 		$274K Buy
+1,321
New +$230K 0.26% 58
2022
Q4 		– Sell
-1,304
Closed -$346K – 64
2022
Q3 		$346K Buy
1,304
+320
+33% +$89.4K 0.4% 48
2022
Q2 		$221K Buy
984
+255
+35% +$69.6K 0.25% 54
2022
Q1 		$262K Buy
729
+33
+5% +$10.3K 0.26% 52
2021
Q4 		$245K Buy
+696
New +$233K 0.25% 50

Other funds holding TSLA

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
HAM
Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
NAH
Neumann Advisory (HK) Central, Hong Kong $356M AUM 37.48% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Old North State Wealth Management's TSLA Position: Q2 2026 in Review

Old North State Wealth Management increased its Tesla (TSLA) stake by 2% in Q2 2026, buying an estimated $16.7K and bringing the position to 2,145 shares worth $903K. The position accounts for 0.39% of the portfolio, ranked #57.

Old North State Wealth Management first reported a position in TSLA in Q4 2021 and has held it in 18 quarters since. 1,020 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Old North State Wealth Management held 2,145 shares of Tesla worth $903K as of Q2 2026.
  • Old North State Wealth Management bought 42 Tesla shares in Q2 2026, an estimated $16.7K.
  • Tesla made up 0.39% of Old North State Wealth Management's portfolio in Q2 2026, its #57 holding.
  • Old North State Wealth Management first reported a position in Tesla in Q4 2021 and has held it in 18 quarters since.
  • 1,020 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Old North State Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.