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Stone Summit Wealth’s Tesla TSLA Stock Holding History

Stone Summit Wealth’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 		$798K Sell
2,250
-594
-21% -$213K 0.22% 75
2026
Q2 		$1.2M Buy
2,844
+15
+0.5% +$5.97K 0.3% 65
2026
Q1 		$1.05M Buy
2,829
+544
+24% +$224K 0.29% 66
2025
Q4 		$1.03M Hold
2,285
– – 0.28% 67
2025
Q3 		$1.02M Hold
2,285
– – 0.29% 67
2025
Q2 		$726K Sell
2,285
-60
-3% -$18.1K 0.22% 81
2025
Q1 		$608K Buy
2,345
+85
+4% +$28.3K 0.21% 83
2024
Q4 		$913K Sell
2,260
-10
-0.4% -$3.22K 0.31% 74
2024
Q3 		$594K Sell
2,270
-85
-4% -$19.4K 0.19% 89
2024
Q2 		$466K Sell
2,355
-100
-4% -$17.5K 0.17% 97
2024
Q1 		$432K Sell
2,455
-200
-8% -$39.1K 0.15% 106
2023
Q4 		$660K Sell
2,655
-308
-10% -$73.2K 0.25% 86
2023
Q3 		$741K Buy
2,963
+45
+2% +$11.6K 0.32% 80
2023
Q2 		$764K Sell
2,918
-20
-0.7% -$4K 0.32% 78
2023
Q1 		$610K Sell
2,938
-15
-0.5% -$2.62K 0.27% 83
2022
Q4 		$364K Buy
2,953
+225
+8% +$42.6K 0.18% 104
2022
Q3 		$724K Sell
2,728
-80
-3% -$22.3K 0.45% 64
2022
Q2 		$631K Buy
2,808
+1,503
+115% +$410K 0.38% 68
2022
Q1 		$472K Buy
+1,305
New +$406K 0.26% 90

Other funds holding TSLA

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Hyperion Asset Management
Hyperion Asset Management Brisbane, Australia $3.66B AUM 10.02% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Sloy Dahl & Holst
Sloy Dahl & Holst Vancouver, Washington $693M AUM 4.8% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
NAH
Neumann Advisory (HK) Central, Hong Kong $314M AUM 9.99% 1-Year Est. Return
Zevenbergen Capital Investments
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return

Stone Summit Wealth's TSLA Position: Q3 2026 in Review

Stone Summit Wealth reduced its Tesla (TSLA) stake by 21% in Q3 2026, selling an estimated $213K and leaving 2,250 shares worth $798K. The position accounts for 0.22% of the portfolio, ranked #75.

Stone Summit Wealth first reported a position in TSLA in Q1 2022 and has held it in 19 quarters since. The position peaked at $1.2M in Q2 2026. 1,053 funds tracked by Wall St. Rank hold TSLA as of Q3 2026.

  • Stone Summit Wealth held 2,250 shares of Tesla worth $798K as of Q3 2026.
  • Stone Summit Wealth sold 594 Tesla shares in Q3 2026, an estimated $213K.
  • Tesla made up 0.22% of Stone Summit Wealth's portfolio in Q3 2026, its #75 holding.
  • Stone Summit Wealth first reported a position in Tesla in Q1 2022 and has held it in 19 quarters since.
  • Stone Summit Wealth's Tesla position peaked at $1.2M in Q2 2026.
  • 1,053 funds tracked by Wall St. Rank held Tesla as of Q3 2026.

Based on Stone Summit Wealth's 13F filing for Q3 2026, filed 14 Oct 2026.