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Sunrise Financial Services’s Tesla TSLA Stock Holding History

Sunrise Financial Services’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 		$752K Buy
1,788
+1
+0.1% +$398 0.45% 29
2026
Q1 		$664K Hold
1,787
– – 0.47% 28
2025
Q4 		$804K Buy
+1,787
New +$792K 0.61% 23

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

Sunrise Financial Services's TSLA Position: Q2 2026 in Review

Sunrise Financial Services increased its Tesla (TSLA) stake by 0.06% in Q2 2026, buying an estimated $398 and bringing the position to 1,788 shares worth $752K. The position accounts for 0.45% of the portfolio, ranked #29.

Sunrise Financial Services first reported a position in TSLA in Q4 2025 and has held it in 3 quarters since. The position peaked at $804K in Q4 2025. 4,283 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Sunrise Financial Services held 1,788 shares of Tesla worth $752K as of Q2 2026.
  • Sunrise Financial Services bought 1 Tesla share in Q2 2026, an estimated $398.
  • Tesla made up 0.45% of Sunrise Financial Services's portfolio in Q2 2026, its #29 holding.
  • Sunrise Financial Services first reported a position in Tesla in Q4 2025 and has held it in 3 quarters since.
  • Sunrise Financial Services's Tesla position peaked at $804K in Q4 2025.
  • 4,283 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Sunrise Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.