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 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	Sell	1,018 -164,328	-99%	-$32.9M	0.11%	63
2023 Q1	$1K	Buy	+165,346	New	+$28.8M	0.02%	144

Other funds holding TSLA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Summit Wealth Group's TSLA Position: Q1 2026 in Review

Summit Wealth Group increased its Tesla (TSLA) stake by 6.6% in Q1 2026, buying an estimated $42K and bringing the position to 1,645 shares worth $612K. 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 13 quarters since. The position peaked at $694K in Q4 2025. 4,177 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

Summit Wealth Group held 1,645 shares of Tesla worth $612K as of Q1 2026.
Summit Wealth Group bought 102 Tesla shares in Q1 2026, an estimated $42K.
Tesla made up 0.14% of Summit Wealth Group's portfolio in Q1 2026, its #65 holding.
Summit Wealth Group first reported a position in Tesla in Q1 2023 and has held it in 13 quarters since.
Summit Wealth Group's Tesla position peaked at $694K in Q4 2025.
4,177 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Summit Wealth Group's 13F filing for Q1 2026, filed 4 May 2026.