Summit Financial Wealth Advisors’s Tesla TSLA Stock Holding History

Summit Financial Wealth Advisors’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	$2.42M	Buy	5,764 +499	+9%	+$198K	0.31%	50
2026 Q1	$1.96M	Buy	5,265 +133	+3%	+$54.8K	0.28%	55
2025 Q4	$2.31M	Sell	5,132 -195	-4%	-$86.4K	0.33%	51
2025 Q3	$2.45M	Buy	5,327 +424	+9%	+$147K	0.38%	46
2025 Q2	$1.56M	Buy	4,903 +337	+7%	+$102K	0.28%	51
2025 Q1	$1.18M	Buy	4,566 +350	+8%	+$117K	0.23%	53
2024 Q4	$1.62M	Buy	4,216 +40	+1%	+$12.9K	0.32%	44
2024 Q3	$1.09M	Sell	4,176 -13	-0.3%	-$2.96K	0.2%	55
2024 Q2	$829K	Sell	4,189 -97	-2%	-$17K	0.17%	63
2024 Q1	$753K	Buy	4,286 +159	+4%	+$31.1K	0.15%	64
2023 Q4	$1.03M	Sell	4,127 -150	-4%	-$35.6K	0.23%	54
2023 Q3	$950K	Hold	4,277	–	–	0.23%	53
2023 Q2	$1.12M	Sell	4,277 -6	-0.1%	-$1.2K	0.26%	52
2023 Q1	$889K	Buy	4,283 +1,085	+34%	+$189K	0.21%	56
2022 Q4	$394K	Buy	3,198 +1,980	+163%	+$375K	0.1%	91
2022 Q3	$274K	Hold	1,218	–	–	0.08%	104
2022 Q2	$327K	Buy	1,218 +54	+5%	+$14.7K	0.08%	101
2022 Q1	$418K	Buy	1,164 +30	+3%	+$9.34K	0.08%	88
2021 Q4	$435K	Hold	1,134	–	–	0.08%	90
2021 Q3	$293K	Buy	1,134 +51	+5%	+$12K	0.07%	101
2021 Q2	$245K	Buy	1,083 +120	+12%	+$26.1K	0.06%	108
2021 Q1	$227K	Buy	+963	New	+$242K	0.06%	100
2020 Q4	–	Sell	-1,533	Closed	-$205K	–	117
2020 Q3	$205K	Buy	+1,533	New	+$181K	0.05%	110

Other funds holding TSLA

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

HAM

Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

NAH

Neumann Advisory (HK) Central, Hong Kong $356M AUM 37.48% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

ZCI

Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Summit Financial Wealth Advisors's TSLA Position: Q2 2026 in Review

Summit Financial Wealth Advisors increased its Tesla (TSLA) stake by 9.5% in Q2 2026, buying an estimated $198K and bringing the position to 5,764 shares worth $2.42M. The position accounts for 0.31% of the portfolio, ranked #50.

Summit Financial Wealth Advisors first reported a position in TSLA in Q3 2020 and has held it in 23 quarters since. The position peaked at $2.45M in Q3 2025. 781 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

Summit Financial Wealth Advisors held 5,764 shares of Tesla worth $2.42M as of Q2 2026.
Summit Financial Wealth Advisors bought 499 Tesla shares in Q2 2026, an estimated $198K.
Tesla made up 0.31% of Summit Financial Wealth Advisors's portfolio in Q2 2026, its #50 holding.
Summit Financial Wealth Advisors first reported a position in Tesla in Q3 2020 and has held it in 23 quarters since.
Summit Financial Wealth Advisors's Tesla position peaked at $2.45M in Q3 2025.
781 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Summit Financial Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.