Summit Financial Consulting
TSLA icon

Summit Financial Consulting’s Tesla TSLA Stock Holding History

Summit Financial Consulting’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 		$214K Sell
603
-54
-8% -$19.3K 0.16% 45
2026
Q2 		$276K Buy
657
+11
+2% +$4.38K 0.19% 41
2026
Q1 		$240K Buy
646
+88
+16% +$36.3K 0.17% 38
2025
Q4 		$251K Buy
+558
New +$247K 0.18% 40

Other funds holding TSLA

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 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
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 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

Summit Financial Consulting's TSLA Position: Q3 2026 in Review

Summit Financial Consulting reduced its Tesla (TSLA) stake by 8.2% in Q3 2026, selling an estimated $19.3K and leaving 603 shares worth $214K. The position accounts for 0.16% of the portfolio, ranked #45.

Summit Financial Consulting first reported a position in TSLA in Q4 2025 and has held it in 4 quarters since. The position peaked at $276K in Q2 2026. 1,218 funds tracked by Wall St. Rank hold TSLA as of Q3 2026.

  • Summit Financial Consulting held 603 shares of Tesla worth $214K as of Q3 2026.
  • Summit Financial Consulting sold 54 Tesla shares in Q3 2026, an estimated $19.3K.
  • Tesla made up 0.16% of Summit Financial Consulting's portfolio in Q3 2026, its #45 holding.
  • Summit Financial Consulting first reported a position in Tesla in Q4 2025 and has held it in 4 quarters since.
  • Summit Financial Consulting's Tesla position peaked at $276K in Q2 2026.
  • 1,218 funds tracked by Wall St. Rank held Tesla as of Q3 2026.

Based on Summit Financial Consulting's 13F filing for Q3 2026, filed 15 Oct 2026.