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Summit Financial’s Tesla TSLA Stock Holding History

Summit Financial’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 		$37M Sell
99,602
-992
-1% -$409K 0.47% 34
2025
Q4 		$45.2M Buy
100,594
+4,338
+5% +$1.92M 0.66% 20
2025
Q3 		$42.8M Buy
96,256
+53,114
+123% +$18.4M 0.65% 22
2025
Q2 		$13.7M Buy
43,142
+14,860
+53% +$4.48M 0.31% 60
2025
Q1 		$7.33M Buy
28,282
+2,087
+8% +$696K 0.21% 96
2024
Q4 		$10.6M Buy
26,195
+450
+2% +$145K 0.37% 48
2024
Q3 		$6.74M Buy
25,745
+2,640
+11% +$602K 0.26% 67
2024
Q2 		$4.57M Buy
23,105
+3,679
+19% +$643K 0.21% 84
2024
Q1 		$3.41M Sell
19,426
-3,274
-14% -$640K 0.2% 65
2023
Q4 		$5.64M Sell
22,700
-775
-3% -$184K 0.37% 37
2023
Q3 		$5.87M Sell
23,475
-2,520
-10% -$647K 0.43% 30
2023
Q2 		$6.8M Sell
25,995
-1,645
-6% -$329K 0.5% 26
2023
Q1 		$5.73M Buy
27,640
+4,722
+21% +$824K 0.5% 20
2022
Q4 		$2.82M Buy
22,918
+562
+3% +$106K 0.27% 42
2022
Q3 		$5.93M Buy
22,356
+3,120
+16% +$871K 0.56% 20
2022
Q2 		$4.32M Buy
19,236
+648
+3% +$177K 0.4% 28
2022
Q1 		$6.68M Buy
18,588
+570
+3% +$178K 0.52% 21
2021
Q4 		$6.35M Buy
18,018
+15
+0.1% +$5.03K 0.48% 22
2021
Q3 		$4.65M Buy
18,003
+5,442
+43% +$1.28M 0.4% 26
2021
Q2 		$2.85M Buy
+12,561
New +$2.73M 0.28% 30

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's TSLA Position: Q1 2026 in Review

Summit Financial reduced its Tesla (TSLA) stake by 0.99% in Q1 2026, selling an estimated $409K and leaving 99,602 shares worth $37M. The position accounts for 0.47% of the portfolio, ranked #34.

Summit Financial first reported a position in TSLA in Q2 2021 and has held it in 20 quarters since. The position peaked at $45.2M in Q4 2025. 4,177 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

  • Summit Financial held 99,602 shares of Tesla worth $37M as of Q1 2026.
  • Summit Financial sold 992 Tesla shares in Q1 2026, an estimated $409K.
  • Tesla made up 0.47% of Summit Financial's portfolio in Q1 2026, its #34 holding.
  • Summit Financial first reported a position in Tesla in Q2 2021 and has held it in 20 quarters since.
  • Summit Financial's Tesla position peaked at $45.2M in Q4 2025.
  • 4,177 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.