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Summit Global Investments’s Tesla TSLA Stock Holding History

Summit Global Investments’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 		$18.9M Sell
44,981
-4,094
-8% -$1.63M 1.03% 10
2026
Q1 		$18.2M Buy
49,075
+5
+0% +$2.06K 1.08% 11
2025
Q4 		$22.1M Buy
49,070
+11,583
+31% +$5.13M 1.3% 12
2025
Q3 		$16.7M Buy
37,487
+38
+0.1% +$13.2K 0.97% 12
2025
Q2 		$11.9M Buy
37,449
+419
+1% +$126K 0.7% 22
2025
Q1 		$9.6M Buy
37,030
+220
+0.6% +$73.3K 0.7% 20
2024
Q4 		$14.9M Buy
36,810
+28,635
+350% +$9.21M 0.93% 18
2024
Q3 		$2.14M Sell
8,175
-1,416
-15% -$323K 0.14% 129
2024
Q2 		$1.9M Buy
9,591
+4,680
+95% +$818K 0.13% 134
2024
Q1 		$863K Buy
4,911
+1,040
+27% +$203K 0.06% 241
2023
Q4 		$962K Buy
3,871
+376
+11% +$89.4K 0.06% 243
2023
Q3 		$875K Sell
3,495
-348
-9% -$89.4K 0.06% 249
2023
Q2 		$1.01M Buy
3,843
+313
+9% +$62.6K 0.07% 229
2023
Q1 		$732K Sell
3,530
-553
-14% -$96.5K 0.06% 294
2022
Q4 		$503K Buy
4,083
+3,000
+277% +$568K 0.04% 308
2022
Q3 		$287K Sell
1,083
-18
-2% -$5.03K 0.03% 403
2022
Q2 		$247K Buy
1,101
+306
+38% +$83.5K 0.02% 427
2022
Q1 		$286K Buy
795
+183
+30% +$57K 0.02% 415
2021
Q4 		$216K Buy
+612
New +$205K 0.01% 495

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 Global Investments's TSLA Position: Q2 2026 in Review

Summit Global Investments reduced its Tesla (TSLA) stake by 8.3% in Q2 2026, selling an estimated $1.63M and leaving 44,981 shares worth $18.9M. The position accounts for 1.03% of the portfolio, ranked #10.

Summit Global Investments first reported a position in TSLA in Q4 2021 and has held it in 19 quarters since. The position peaked at $22.1M in Q4 2025. 4,308 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Summit Global Investments held 44,981 shares of Tesla worth $18.9M as of Q2 2026.
  • Summit Global Investments sold 4,094 Tesla shares in Q2 2026, an estimated $1.63M.
  • Tesla made up 1.03% of Summit Global Investments's portfolio in Q2 2026, its #10 holding.
  • Summit Global Investments first reported a position in Tesla in Q4 2021 and has held it in 19 quarters since.
  • Summit Global Investments's Tesla position peaked at $22.1M in Q4 2025.
  • 4,308 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Summit Global Investments's 13F filing for Q2 2026, filed 3 Aug 2026.