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Sunburst Financial Group’s Tesla TSLA Stock Holding History

Sunburst Financial 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
Q2 		$610K Sell
1,450
-14
-1% -$5.57K 0.1% 78
2026
Q1 		$544K Buy
1,464
+47
+3% +$19.4K 0.1% 75
2025
Q4 		$637K Buy
1,417
+40
+3% +$17.7K 0.13% 63
2025
Q3 		$613K Buy
1,377
+66
+5% +$22.9K 0.13% 64
2025
Q2 		$417K Buy
1,311
+112
+9% +$33.7K 0.09% 73
2025
Q1 		$311K Buy
1,199
+108
+10% +$36K 0.08% 83
2024
Q4 		$441K Hold
1,091
– – 0.11% 73
2024
Q3 		$286K Sell
1,091
-69
-6% -$15.7K 0.07% 94
2024
Q2 		$230K Buy
+1,160
New +$203K 0.06% 99
2024
Q1 		– Sell
-909
Closed -$226K – 113
2023
Q4 		$226K Buy
+909
New +$216K 0.07% 94

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

Sunburst Financial Group's TSLA Position: Q2 2026 in Review

Sunburst Financial Group reduced its Tesla (TSLA) stake by 0.96% in Q2 2026, selling an estimated $5.57K and leaving 1,450 shares worth $610K. The position accounts for 0.1% of the portfolio, ranked #78.

Sunburst Financial Group first reported a position in TSLA in Q4 2023 and has held it in 10 quarters since. The position peaked at $637K in Q4 2025. 4,306 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Sunburst Financial Group held 1,450 shares of Tesla worth $610K as of Q2 2026.
  • Sunburst Financial Group sold 14 Tesla shares in Q2 2026, an estimated $5.57K.
  • Tesla made up 0.1% of Sunburst Financial Group's portfolio in Q2 2026, its #78 holding.
  • Sunburst Financial Group first reported a position in Tesla in Q4 2023 and has held it in 10 quarters since.
  • Sunburst Financial Group's Tesla position peaked at $637K in Q4 2025.
  • 4,306 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Sunburst Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.