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Summit Financial Strategies’s Tesla TSLA Stock Holding History

Summit Financial Strategies’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 		$4.25M Buy
10,111
+1
+0% +$398 0.3% 30
2026
Q1 		$3.76M Buy
10,110
+53
+0.5% +$21.8K 0.3% 33
2025
Q4 		$4.52M Sell
10,057
-167
-2% -$74K 0.37% 28
2025
Q3 		$4.55M Sell
10,224
-474
-4% -$164K 0.39% 27
2025
Q2 		$3.4M Buy
10,698
+432
+4% +$130K 0.31% 30
2025
Q1 		$2.66M Sell
10,266
-506
-5% -$169K 0.27% 36
2024
Q4 		$4.35M Buy
10,772
+1,321
+14% +$425K 0.48% 25
2024
Q3 		$2.47M Buy
9,451
+2,140
+29% +$488K 0.28% 33
2024
Q2 		$1.45M Buy
7,311
+1,070
+17% +$187K 0.18% 43
2024
Q1 		$1.1M Buy
6,241
+321
+5% +$62.7K 0.15% 50
2023
Q4 		$1.47M Sell
5,920
-207
-3% -$49.2K 0.22% 37
2023
Q3 		$1.53M Buy
6,127
+249
+4% +$64K 0.29% 30
2023
Q2 		$1.54M Sell
5,878
-12
-0.2% -$2.4K 0.29% 32
2023
Q1 		$1.22M Sell
5,890
-35
-0.6% -$6.11K 0.24% 34
2022
Q4 		$730K Buy
5,925
+188
+3% +$35.6K 0.16% 47
2022
Q3 		$1.52M Buy
5,737
+52
+0.9% +$14.5K 0.36% 27
2022
Q2 		$1.28M Buy
5,685
+213
+4% +$58.1K 0.3% 27
2022
Q1 		$1.97M Buy
5,472
+24
+0.4% +$7.47K 0.4% 21
2021
Q4 		$1.92M Buy
5,448
+12
+0.2% +$4.03K 0.37% 21
2021
Q3 		$1.41M Hold
5,436
– – 0.27% 28
2021
Q2 		$1.23M Buy
+5,436
New +$1.18M 0.24% 32
2021
Q1 		– Sell
-5,334
Closed -$1.25M – 71
2020
Q4 		$1.25M Sell
5,334
-156
-3% -$26.6K 0.43% 23
2020
Q3 		$785K Sell
5,490
-165
-3% -$19.5K 0.32% 27
2020
Q2 		$407K Buy
+5,655
New +$306K 0.18% 37

Other funds holding TSLA

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

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

Summit Financial Strategies increased its Tesla (TSLA) stake by 0.01% in Q2 2026, buying an estimated $398 and bringing the position to 10,111 shares worth $4.25M. The position accounts for 0.3% of the portfolio, ranked #30.

Summit Financial Strategies first reported a position in TSLA in Q2 2020 and has held it in 24 quarters since. The position peaked at $4.55M in Q3 2025. 2,101 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Summit Financial Strategies held 10,111 shares of Tesla worth $4.25M as of Q2 2026.
  • Summit Financial Strategies bought 1 Tesla share in Q2 2026, an estimated $398.
  • Tesla made up 0.3% of Summit Financial Strategies's portfolio in Q2 2026, its #30 holding.
  • Summit Financial Strategies first reported a position in Tesla in Q2 2020 and has held it in 24 quarters since.
  • Summit Financial Strategies's Tesla position peaked at $4.55M in Q3 2025.
  • 2,101 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Summit Financial Strategies's 13F filing for Q2 2026, filed 24 Jul 2026.