SSW
TSLA icon

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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Stone Summit Wealth's TSLA Position: Q1 2026 in Review

Stone Summit Wealth increased its Tesla (TSLA) stake by 24% in Q1 2026, buying an estimated $224K and bringing the position to 2,829 shares worth $1.05M. The position accounts for 0.29% of the portfolio, ranked #66.

Stone Summit Wealth first reported a position in TSLA in Q1 2022 and has held it in 17 quarters since. 4,174 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

  • Stone Summit Wealth held 2,829 shares of Tesla worth $1.05M as of Q1 2026.
  • Stone Summit Wealth bought 544 Tesla shares in Q1 2026, an estimated $224K.
  • Tesla made up 0.29% of Stone Summit Wealth's portfolio in Q1 2026, its #66 holding.
  • Stone Summit Wealth first reported a position in Tesla in Q1 2022 and has held it in 17 quarters since.
  • 4,174 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Stone Summit Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.