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Summit Wealth & Retirement Planning’s Tesla TSLA Stock Holding History

Summit Wealth & Retirement Planning’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 		$2.47M Sell
6,657
-150
-2% -$61.8K 0.59% 25
2025
Q4 		$3.06M Buy
6,807
+180
+3% +$79.8K 0.72% 22
2025
Q3 		$2.95M Sell
6,627
-381
-5% -$132K 0.72% 22
2025
Q2 		$2.23M Buy
7,008
+2,252
+47% +$678K 0.6% 24
2025
Q1 		$1.23M Buy
4,756
+1,928
+68% +$643K 0.38% 27
2024
Q4 		$1.14M Hold
2,828
– – 0.35% 25
2024
Q3 		$740K Sell
2,828
-70
-2% -$16K 0.24% 29
2024
Q2 		$573K Sell
2,898
-74
-2% -$12.9K 0.2% 31
2024
Q1 		$522K Sell
2,972
-149
-5% -$29.1K 0.19% 33
2023
Q4 		$776K Buy
3,121
+40
+1% +$9.51K 0.33% 27
2023
Q3 		$771K Hold
3,081
– – 0.31% 30
2023
Q2 		$807K Sell
3,081
-1,407
-31% -$281K 0.32% 30
2023
Q1 		$931K Buy
4,488
+2,856
+175% +$498K 0.35% 33
2022
Q4 		$201K Hold
1,632
– – 0.08% 99
2022
Q3 		$433K Hold
1,632
– – 0.17% 70
2022
Q2 		$366K Buy
+1,632
New +$445K 0.14% 83
2021
Q2 		– Sell
-3,018
Closed -$672K – 99
2021
Q1 		$672K Buy
3,018
+195
+7% +$49K 0.25% 62
2020
Q4 		$664K Buy
2,823
+1,011
+56% +$173K 0.25% 68
2020
Q3 		$259K Buy
+1,812
New +$214K 0.11% 93

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 Wealth & Retirement Planning's TSLA Position: Q1 2026 in Review

Summit Wealth & Retirement Planning reduced its Tesla (TSLA) stake by 2.2% in Q1 2026, selling an estimated $61.8K and leaving 6,657 shares worth $2.47M. The position accounts for 0.59% of the portfolio, ranked #25.

Summit Wealth & Retirement Planning first reported a position in TSLA in Q3 2020 and has held it in 19 quarters since. The position peaked at $3.06M in Q4 2025. 4,174 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

  • Summit Wealth & Retirement Planning held 6,657 shares of Tesla worth $2.47M as of Q1 2026.
  • Summit Wealth & Retirement Planning sold 150 Tesla shares in Q1 2026, an estimated $61.8K.
  • Tesla made up 0.59% of Summit Wealth & Retirement Planning's portfolio in Q1 2026, its #25 holding.
  • Summit Wealth & Retirement Planning first reported a position in Tesla in Q3 2020 and has held it in 19 quarters since.
  • Summit Wealth & Retirement Planning's Tesla position peaked at $3.06M in Q4 2025.
  • 4,174 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Summit Wealth & Retirement Planning's 13F filing for Q1 2026, filed 11 May 2026.