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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
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 $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

Summit Financial Consulting's TSLA Position: Q1 2026 in Review

Summit Financial Consulting increased its Tesla (TSLA) stake by 16% in Q1 2026, buying an estimated $36.3K and bringing the position to 646 shares worth $240K. The position accounts for 0.17% of the portfolio, ranked #38.

Summit Financial Consulting first reported a position in TSLA in Q4 2025 and has held it in 2 quarters since. The position peaked at $251K in Q4 2025. 4,174 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

  • Summit Financial Consulting held 646 shares of Tesla worth $240K as of Q1 2026.
  • Summit Financial Consulting bought 88 Tesla shares in Q1 2026, an estimated $36.3K.
  • Tesla made up 0.17% of Summit Financial Consulting's portfolio in Q1 2026, its #38 holding.
  • Summit Financial Consulting first reported a position in Tesla in Q4 2025 and has held it in 2 quarters since.
  • Summit Financial Consulting's Tesla position peaked at $251K in Q4 2025.
  • 4,174 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Summit Financial Consulting's 13F filing for Q1 2026, filed 10 Apr 2026.