Summit Wealth Group’s Tesla TSLA Stock Holding History

Summit Wealth 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 Q2	$678K	Sell	1,611 -34	-2%	-$13.5K	0.14%	65
2026 Q1	$612K	Buy	1,645 +102	+7%	+$42K	0.14%	65
2025 Q4	$694K	Buy	1,543 +152	+11%	+$67.4K	0.16%	58
2025 Q3	$619K	Sell	1,391 -7	-0.5%	-$2.43K	0.15%	59
2025 Q2	$444K	Hold	1,398	–	–	0.11%	66
2025 Q1	$362K	Sell	1,398 -11	-0.8%	-$3.67K	0.11%	68
2024 Q4	$569K	Hold	1,409	–	–	0.16%	54
2024 Q3	$369K	Hold	1,409	–	–	0.11%	63
2024 Q2	$279K	Buy	1,409 +15	+1%	+$2.62K	0.08%	71
2024 Q1	$245K	Hold	1,394	–	–	0.17%	39
2023 Q4	$346K	Hold	1,394	–	–	0.27%	28
2023 Q3	$349K	Buy	1,394 +376	+37%	+$96.6K	0.31%	28
2023 Q2	$266K	Buy	1,018 +1,013	+20,260%	+$203K	0.11%	63
2023 Q1	$1K	Buy	+5	New	+$872	0.02%	144

Other funds holding TSLA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Summit Wealth Group reduced its Tesla (TSLA) stake by 2.1% in Q2 2026, selling an estimated $13.5K and leaving 1,611 shares worth $678K. The position accounts for 0.14% of the portfolio, ranked #65.

Summit Wealth Group first reported a position in TSLA in Q1 2023 and has held it in 14 quarters since. The position peaked at $694K in Q4 2025. 4,302 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

Summit Wealth Group held 1,611 shares of Tesla worth $678K as of Q2 2026.
Summit Wealth Group sold 34 Tesla shares in Q2 2026, an estimated $13.5K.
Tesla made up 0.14% of Summit Wealth Group's portfolio in Q2 2026, its #65 holding.
Summit Wealth Group first reported a position in Tesla in Q1 2023 and has held it in 14 quarters since.
Summit Wealth Group's Tesla position peaked at $694K in Q4 2025.
4,302 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Summit Wealth Group's 13F filing for Q2 2026, filed 4 Aug 2026.