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Summit Wealth Partners’s Tesla TSLA Stock Holding History

Summit Wealth Partners’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 		$1.23M Buy
2,923
+30
+1% +$11.9K 0.18% 89
2026
Q1 		$1.08M Buy
2,893
+1,477
+104% +$608K 0.17% 96
2025
Q4 		$637K Sell
1,416
-14
-1% -$6.21K 0.12% 108
2025
Q3 		$636K Sell
1,430
-53
-4% -$18.4K 0.11% 120
2025
Q2 		$471K Buy
1,483
+251
+20% +$75.6K 0.09% 136
2025
Q1 		$319K Buy
1,232
+283
+30% +$94.3K 0.06% 168
2024
Q4 		$383K Sell
949
-727
-43% -$234K 0.08% 145
2024
Q3 		$438K Sell
1,676
-265
-14% -$60.4K 0.08% 148
2024
Q2 		$384K Sell
1,941
-142
-7% -$24.8K 0.08% 157
2024
Q1 		$366K Sell
2,083
-125
-6% -$24.4K 0.08% 154
2023
Q4 		$549K Buy
2,208
+49
+2% +$11.6K 0.13% 110
2023
Q3 		$540K Buy
2,159
+648
+43% +$166K 0.14% 100
2023
Q2 		$396K Buy
1,511
+267
+21% +$53.4K 0.1% 128
2023
Q1 		$258K Buy
+1,244
New +$217K 0.07% 160
2022
Q4 		– Sell
-856
Closed -$227K – 180
2022
Q3 		$227K Buy
+856
New +$239K 0.06% 145
2022
Q2 		– Sell
-786
Closed -$282K – 181
2022
Q1 		$282K Buy
786
+183
+30% +$57K 0.06% 133
2021
Q4 		$212K Buy
+603
New +$202K 0.05% 152

Other funds holding TSLA

Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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

Summit Wealth Partners increased its Tesla (TSLA) stake by 1% in Q2 2026, buying an estimated $11.9K and bringing the position to 2,923 shares worth $1.23M. The position accounts for 0.18% of the portfolio, ranked #89.

Summit Wealth Partners first reported a position in TSLA in Q4 2021 and has held it in 17 quarters since. 2,215 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Summit Wealth Partners held 2,923 shares of Tesla worth $1.23M as of Q2 2026.
  • Summit Wealth Partners bought 30 Tesla shares in Q2 2026, an estimated $11.9K.
  • Tesla made up 0.18% of Summit Wealth Partners's portfolio in Q2 2026, its #89 holding.
  • Summit Wealth Partners first reported a position in Tesla in Q4 2021 and has held it in 17 quarters since.
  • 2,215 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Summit Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.