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Summit Wealth Group (Colorado)’s Tesla TSLA Stock Holding History

Summit Wealth Group (Colorado)’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 		$3.95M Buy
9,396
+794
+9% +$316K 0.33% 42
2026
Q1 		$3.2M Buy
8,602
+2,640
+44% +$1.09M 0.34% 40
2025
Q4 		$2.68M Buy
+5,962
New +$2.64M 0.36% 39
2025
Q3 		– Sell
-5,550
Closed -$1.76M – 432
2025
Q2 		$1.76M Buy
+5,550
New +$1.67M 0.44% 54

Other funds holding TSLA

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
HAM
Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
RAM
Resona Asset Management Koto-Ku,tokyo, Japan $21.3B AUM 36.92% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Summit Wealth Group (Colorado)'s TSLA Position: Q2 2026 in Review

Summit Wealth Group (Colorado) increased its Tesla (TSLA) stake by 9.2% in Q2 2026, buying an estimated $316K and bringing the position to 9,396 shares worth $3.95M. The position accounts for 0.33% of the portfolio, ranked #42.

Summit Wealth Group (Colorado) first reported a position in TSLA in Q2 2025 and has held it in 4 quarters since. 1,748 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Summit Wealth Group (Colorado) held 9,396 shares of Tesla worth $3.95M as of Q2 2026.
  • Summit Wealth Group (Colorado) bought 794 Tesla shares in Q2 2026, an estimated $316K.
  • Tesla made up 0.33% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #42 holding.
  • Summit Wealth Group (Colorado) first reported a position in Tesla in Q2 2025 and has held it in 4 quarters since.
  • 1,748 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.