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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
2025
Q3 		– Sell
-1,500
Closed -$476K – 1366
2025
Q2 		$476K Buy
+1,500
New +$452K 0.09% 149
2024
Q3 		– Sell
-75,000
Closed -$14.8M – 870
2024
Q2 		$14.8M Buy
+75,000
New +$13.1M 2.8% 10
2023
Q2 		– Sell
-153,000
Closed -$31.7M – 1097
2023
Q1 		$31.7M Sell
153,000
-247,000
-62% -$43.1M 2.61% 10
2022
Q4 		$49.3M Buy
400,000
+295,000
+281% +$55.9M 1.85% 11
2022
Q3 		$27.9M Buy
105,000
+104,700
+34,900% +$29.2M 2.08% 13
2022
Q2 		$67K Buy
+300
New +$81.9K 0.01% 487
2022
Q1 		– Sell
-300
Closed -$106K – 1355
2021
Q4 		$106K Buy
300
+261
+669% +$87.5K 0.01% 682
2021
Q3 		$1.01M Buy
39
+24
+160% +$5.65K 0.08% 262
2021
Q2 		$340K Buy
+15
New +$3.26K 0.03% 488
2021
Q1 		– Sell
-150
Closed -$3.53M – 773
2020
Q4 		$3.53M Buy
+150
New +$25.6K 0.3% 92
2019
Q4 		– Sell
-180
Closed -$289K – 519
2019
Q3 		$289K Hold
180
– – 0.03% 253
2019
Q2 		$268K Buy
+180
New +$2.8K 0.03% 278
2018
Q4 		– Sell
-1,500
Closed -$604K – 348
2018
Q3 		$604K Buy
1,500
+900
+150% +$18.7K 0.22% 73
2018
Q2 		$1.37M Buy
+600
New +$12.2K 0.2% 67
2017
Q3 		– Sell
-825
Closed -$1.99M – 301
2017
Q2 		$1.99M Buy
+825
New +$18.2K 0.36% 28
2015
Q1 		– Sell
-510
Closed -$19K – 635
2014
Q4 		$19K Buy
+510
New +$7.97K 0.01% 408

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.