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Sun Group Wealth Partners’s Tesla TSLA Stock Holding History

Sun Group 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 		$2.71M Sell
6,440
-360
-5% -$143K 1.85% 14
2026
Q1 		$2.53M Buy
6,800
+395
+6% +$163K 1.99% 12
2025
Q4 		$2.88M Buy
+6,405
New +$2.84M 2.31% 11

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

Sun Group Wealth Partners's TSLA Position: Q2 2026 in Review

Sun Group Wealth Partners reduced its Tesla (TSLA) stake by 5.3% in Q2 2026, selling an estimated $143K and leaving 6,440 shares worth $2.71M. The position accounts for 1.85% of the portfolio, ranked #14.

Sun Group Wealth Partners first reported a position in TSLA in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.88M in Q4 2025. 4,282 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Sun Group Wealth Partners held 6,440 shares of Tesla worth $2.71M as of Q2 2026.
  • Sun Group Wealth Partners sold 360 Tesla shares in Q2 2026, an estimated $143K.
  • Tesla made up 1.85% of Sun Group Wealth Partners's portfolio in Q2 2026, its #14 holding.
  • Sun Group Wealth Partners first reported a position in Tesla in Q4 2025 and has held it in 3 quarters since.
  • Sun Group Wealth Partners's Tesla position peaked at $2.88M in Q4 2025.
  • 4,282 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Sun Group Wealth Partners's 13F filing for Q2 2026, filed 23 Jul 2026.