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Summit Trail Advisors’s Tesla TSLA Stock Holding History

Summit Trail Advisors’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 		$37.3M Buy
100,324
+28,829
+40% +$11.9M 0.53% 28
2025
Q4 		$32.2M Sell
71,495
-7,007
-9% -$3.11M 0.56% 25
2025
Q3 		$34.9M Buy
78,502
+8,243
+12% +$2.86M 0.48% 31
2025
Q2 		$22.3M Buy
70,259
+19,207
+38% +$5.79M 0.38% 37
2025
Q1 		$13.2M Buy
51,052
+12,986
+34% +$4.33M 0.44% 23
2024
Q4 		$15.4M Buy
38,066
+11,320
+42% +$3.64M 0.57% 23
2024
Q3 		$7M Buy
26,746
+6,112
+30% +$1.39M 0.17% 59
2024
Q2 		$4.08M Sell
20,634
-4,200
-17% -$734K 0.11% 80
2024
Q1 		$4.37M Buy
24,834
+2,215
+10% +$433K 0.12% 73
2023
Q4 		$5.62M Buy
22,619
+5,822
+35% +$1.38M 0.19% 47
2023
Q3 		$4.2M Buy
16,797
+1,855
+12% +$477K 0.15% 54
2023
Q2 		$3.91M Buy
14,942
+1,353
+10% +$271K 0.15% 61
2023
Q1 		$2.82M Sell
13,589
-27,692
-67% -$4.83M 0.11% 68
2022
Q4 		$5.08M Sell
41,281
-16
-0% -$3.03K 0.23% 43
2022
Q3 		$11M Buy
41,297
+3,464
+9% +$967K 0.59% 25
2022
Q2 		$8.49M Sell
37,833
-7,818
-17% -$2.13M 0.53% 32
2022
Q1 		$16.4M Buy
45,651
+135
+0.3% +$42K 1.33% 18
2021
Q4 		$16M Buy
45,516
+1,110
+2% +$372K 1.03% 25
2021
Q3 		$11.5M Buy
44,406
+717
+2% +$169K 0.86% 27
2021
Q2 		$9.9M Buy
43,689
+32,316
+284% +$7.02M 0.87% 27
2021
Q1 		$2.53M Buy
11,373
+1,314
+13% +$330K 0.27% 46
2020
Q4 		$2.37M Buy
+10,059
New +$1.72M 0.3% 38
2019
Q1 		– Sell
-32,130
Closed -$713K – 130
2018
Q4 		$713K Sell
32,130
-5,565
-15% -$120K 0.25% 46
2018
Q3 		$665K Buy
37,695
+975
+3% +$20.3K 0.15% 83
2018
Q2 		$840K Buy
36,720
+2,490
+7% +$50.6K 0.29% 47
2018
Q1 		$584K Buy
34,230
+22,470
+191% +$494K 0.1% 194
2017
Q4 		$261K Buy
+11,760
New +$256K 0.03% 354

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 Trail Advisors's TSLA Position: Q1 2026 in Review

Summit Trail Advisors increased its Tesla (TSLA) stake by 40% in Q1 2026, buying an estimated $11.9M and bringing the position to 100,324 shares worth $37.3M. The position accounts for 0.53% of the portfolio, ranked #28.

Summit Trail Advisors first reported a position in TSLA in Q4 2017 and has held it in 27 quarters since. 4,175 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

  • Summit Trail Advisors held 100,324 shares of Tesla worth $37.3M as of Q1 2026.
  • Summit Trail Advisors bought 28,829 Tesla shares in Q1 2026, an estimated $11.9M.
  • Tesla made up 0.53% of Summit Trail Advisors's portfolio in Q1 2026, its #28 holding.
  • Summit Trail Advisors first reported a position in Tesla in Q4 2017 and has held it in 27 quarters since.
  • 4,175 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.