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Summitry LLC’s Tesla TSLA Stock Holding History

Summitry LLC’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 		$2.3M Sell
5,468
-151
-3% -$60.1K 0.08% 74
2026
Q1 		$2.09M Buy
5,619
+816
+17% +$336K 0.07% 71
2025
Q4 		$2.16M Buy
4,803
+302
+7% +$134K 0.09% 56
2025
Q3 		$2M Buy
4,501
+1,346
+43% +$467K 0.08% 61
2025
Q2 		$1M Buy
3,155
+114
+4% +$34.3K 0.05% 63
2025
Q1 		$788K Buy
3,041
+1,976
+186% +$659K 0.04% 62
2024
Q4 		$430K Sell
1,065
-248
-19% -$79.8K 0.02% 85
2024
Q3 		$344K Sell
1,313
-321
-20% -$73.2K 0.02% 97
2024
Q2 		$323K Buy
+1,634
New +$286K 0.02% 86
2024
Q1 		– Sell
-13,570
Closed -$3.37M – 117
2023
Q4 		$3.37M Buy
13,570
+12,526
+1,200% +$2.98M 0.2% 53
2023
Q3 		$261K Sell
1,044
-25
-2% -$6.42K 0.02% 81
2023
Q2 		$280K Hold
1,069
– – 0.02% 81
2023
Q1 		$222K Buy
+1,069
New +$186K 0.01% 85
2022
Q4 		– Sell
-1,014
Closed -$269K – 102
2022
Q3 		$269K Buy
+1,014
New +$283K 0.02% 84

Other funds holding TSLA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Summitry LLC's TSLA Position: Q2 2026 in Review

Summitry LLC reduced its Tesla (TSLA) stake by 2.7% in Q2 2026, selling an estimated $60.1K and leaving 5,468 shares worth $2.3M. The position accounts for 0.08% of the portfolio, ranked #74.

Summitry LLC first reported a position in TSLA in Q3 2022 and has held it in 14 quarters since. The position peaked at $3.37M in Q4 2023. 4,282 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Summitry LLC held 5,468 shares of Tesla worth $2.3M as of Q2 2026.
  • Summitry LLC sold 151 Tesla shares in Q2 2026, an estimated $60.1K.
  • Tesla made up 0.08% of Summitry LLC's portfolio in Q2 2026, its #74 holding.
  • Summitry LLC first reported a position in Tesla in Q3 2022 and has held it in 14 quarters since.
  • Summitry LLC's Tesla position peaked at $3.37M in Q4 2023.
  • 4,282 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Summitry LLC's 13F filing for Q2 2026, filed 21 Jul 2026.