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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
Q2 		$44M Buy
104,547
+4,945
+5% +$1.97M 0.48% 30
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 $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's TSLA Position: Q2 2026 in Review

Summit Financial increased its Tesla (TSLA) stake by 5% in Q2 2026, buying an estimated $1.97M and bringing the position to 104,547 shares worth $44M. The position accounts for 0.48% of the portfolio, ranked #30.

Summit Financial first reported a position in TSLA in Q2 2021 and has held it in 21 quarters since. The position peaked at $45.2M in Q4 2025. 4,307 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Summit Financial held 104,547 shares of Tesla worth $44M as of Q2 2026.
  • Summit Financial bought 4,945 Tesla shares in Q2 2026, an estimated $1.97M.
  • Tesla made up 0.48% of Summit Financial's portfolio in Q2 2026, its #30 holding.
  • Summit Financial first reported a position in Tesla in Q2 2021 and has held it in 21 quarters since.
  • Summit Financial's Tesla position peaked at $45.2M in Q4 2025.
  • 4,307 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.