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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

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

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. 4,294 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.
  • 4,294 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.