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Summit Securities Group’s Tesla TSLA Stock Holding History

Summit Securities Group’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 		$654K Sell
1,759
-54,853
-97% -$22.6M 0.08% 129
2025
Q4 		$25.5M Buy
56,612
+53,847
+1,947% +$23.9M 3.32% 5
2025
Q3 		$1.23M Buy
+2,765
New +$959K 0.25% 87
2024
Q3 		– Sell
-75,247
Closed -$17.2M – 869
2024
Q2 		$14.9M Buy
+75,247
New +$13.2M 2.81% 9
2024
Q1 		– Sell
-150
Closed -$29.3K – 891
2023
Q4 		$37K Sell
150
-16
-10% -$3.8K ﹤0.01% 421
2023
Q3 		$42K Sell
166
-990
-86% -$254K ﹤0.01% 300
2023
Q2 		$303K Buy
+1,156
New +$231K 0.04% 180
2023
Q1 		– Sell
-50
Closed -$8.72K – 1302
2022
Q4 		$6K Sell
50
-112,725
-100% -$21.3M ﹤0.01% 1075
2022
Q3 		$29.9M Buy
+112,775
New +$31.5M 2.24% 12
2022
Q2 		– Sell
-8,715
Closed -$2.38M – 1223
2022
Q1 		$3.13M Buy
8,715
+6,303
+261% +$1.96M 0.35% 49
2021
Q4 		$850K Buy
2,412
+1,437
+147% +$482K 0.04% 267
2021
Q3 		$252K Sell
975
-1,704
-64% -$401K 0.02% 579
2021
Q2 		$607K Buy
+2,679
New +$582K 0.05% 343
2021
Q1 		– Sell
-4,500
Closed -$1.06M – 772
2020
Q4 		$1.06M Buy
+4,500
New +$768K 0.09% 230
2020
Q1 		– Sell
-14,490
Closed -$404K – 474
2019
Q4 		$404K Buy
+14,490
New +$314K 0.03% 307
2015
Q3 		– Sell
-7,050
Closed -$126K – 517
2015
Q2 		$126K Buy
+7,050
New +$111K 0.06% 107
2015
Q1 		– Sell
-46,500
Closed -$628K – 634
2014
Q4 		$689K Buy
+46,500
New +$727K 0.2% 87

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 Securities Group's TSLA Position: Q1 2026 in Review

Summit Securities Group reduced its Tesla (TSLA) stake by 97% in Q1 2026, selling an estimated $22.6M and leaving 1,759 shares worth $654K. The position accounts for 0.08% of the portfolio, ranked #129.

Summit Securities Group first reported a position in TSLA in Q4 2014 and has held it in 17 quarters since. The position peaked at $29.9M in Q3 2022. 4,175 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

  • Summit Securities Group held 1,759 shares of Tesla worth $654K as of Q1 2026.
  • Summit Securities Group sold 54,853 Tesla shares in Q1 2026, an estimated $22.6M.
  • Tesla made up 0.08% of Summit Securities Group's portfolio in Q1 2026, its #129 holding.
  • Summit Securities Group first reported a position in Tesla in Q4 2014 and has held it in 17 quarters since.
  • Summit Securities Group's Tesla position peaked at $29.9M in Q3 2022.
  • 4,175 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.