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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
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

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

Stone Summit Wealth's TSLA Position: Q2 2026 in Review

Stone Summit Wealth increased its Tesla (TSLA) stake by 0.53% in Q2 2026, buying an estimated $5.97K and bringing the position to 2,844 shares worth $1.2M. The position accounts for 0.3% of the portfolio, ranked #65.

Stone Summit Wealth first reported a position in TSLA in Q1 2022 and has held it in 18 quarters since. 4,292 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Stone Summit Wealth held 2,844 shares of Tesla worth $1.2M as of Q2 2026.
  • Stone Summit Wealth bought 15 Tesla shares in Q2 2026, an estimated $5.97K.
  • Tesla made up 0.3% of Stone Summit Wealth's portfolio in Q2 2026, its #65 holding.
  • Stone Summit Wealth first reported a position in Tesla in Q1 2022 and has held it in 18 quarters since.
  • 4,292 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Stone Summit Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.