SEC 13F Intelligence

Sun Group Wealth Partners / TSLA

Sun Group Wealth Partners’s Tesla Inc Position

Does Sun Group Wealth Partners own Tesla Inc (TSLA)? Yes6.8K shares worth $3M (+1.99% of its 13F portfolio) as of Q1 2026, up from 6.4K shares the prior filed quarter.

Position Value
$3M
Q1 2026
Shares
6.8K
% of Portfolio
+1.99%
Quarters Held
2
currently held

Position History TSLA

Reported value by quarter
Q4 ’25: $3MQ4 ’25Q1 ’26: $3MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20266.8K$3M+1.99%
Q4 20256.4K$3M+2.31%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Sun Group Wealth Partners’s full portfolio or all institutional holders of TSLA.