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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
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

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

Summit Financial Consulting's TSLA Position: Q2 2026 in Review

Summit Financial Consulting increased its Tesla (TSLA) stake by 1.7% in Q2 2026, buying an estimated $4.38K and bringing the position to 657 shares worth $276K. The position accounts for 0.19% of the portfolio, ranked #41.

Summit Financial Consulting first reported a position in TSLA in Q4 2025 and has held it in 3 quarters since. 4,292 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Summit Financial Consulting held 657 shares of Tesla worth $276K as of Q2 2026.
  • Summit Financial Consulting bought 11 Tesla shares in Q2 2026, an estimated $4.38K.
  • Tesla made up 0.19% of Summit Financial Consulting's portfolio in Q2 2026, its #41 holding.
  • Summit Financial Consulting first reported a position in Tesla in Q4 2025 and has held it in 3 quarters since.
  • 4,292 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Summit Financial Consulting's 13F filing for Q2 2026, filed 7 Aug 2026.