Evanson Asset Management’s Tesla TSLA Stock Holding History

Evanson Asset Management’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 Q1	$3.24M	Buy	8,711 +481	+6%	+$198K	0.17%	65
2025 Q4	$3.7M	Sell	8,230 -785	-9%	-$348K	0.2%	54
2025 Q3	$4.01M	Sell	9,015 -61	-0.7%	-$21.2K	0.23%	47
2025 Q2	$2.88M	Buy	9,076 +79	+0.9%	+$23.8K	0.18%	61
2025 Q1	$2.33M	Buy	8,997 +1,057	+13%	+$352K	0.17%	68
2024 Q4	$3.21M	Sell	7,940 -1,362	-15%	-$438K	0.22%	51
2024 Q3	$2.43M	Sell	9,302 -287	-3%	-$65.5K	0.17%	66
2024 Q2	$1.9M	Sell	9,589 -15,886	-62%	-$2.78M	0.14%	78
2024 Q1	$4.48M	Buy	25,475 +2,487	+11%	+$486K	0.33%	40
2023 Q4	$5.71M	Sell	22,988 -750	-3%	-$178K	0.46%	34
2023 Q3	$5.94M	Sell	23,738 -3,513	-13%	-$902K	0.55%	30
2023 Q2	$7.13M	Sell	27,251 -14,641	-35%	-$2.93M	0.65%	27
2023 Q1	$8.69M	Buy	41,892 +1,604	+4%	+$280K	0.86%	20
2022 Q4	$4.96M	Buy	40,288 +239	+0.6%	+$45.3K	0.53%	28
2022 Q3	$10.6M	Buy	40,049 +1,457	+4%	+$407K	1.25%	15
2022 Q2	$8.66M	Buy	38,592 +3,831	+11%	+$1.05M	0.95%	18
2022 Q1	$12.7M	Sell	34,761 -28,824	-45%	-$8.98M	1.23%	15
2021 Q4	$23.8M	Sell	63,585 -3,162	-5%	-$1.06M	2.12%	12
2021 Q3	$15M	Buy	66,747 +561	+0.8%	+$132K	1.54%	12
2021 Q2	$15.2M	Buy	66,186 +2,409	+4%	+$523K	1.58%	12
2021 Q1	$14.2M	Sell	63,777 -4,230	-6%	-$1.06M	2.1%	7
2020 Q4	$16M	Buy	68,007 +3,471	+5%	+$592K	2.55%	5
2020 Q3	$9.36M	Buy	64,536 +6,726	+12%	+$794K	1.69%	11
2020 Q2	$4.16M	Buy	57,810 +7,890	+16%	+$427K	0.82%	21
2020 Q1	$1.74M	Sell	49,920 -8,685	-15%	-$360K	0.42%	43
2019 Q4	$1.63M	Buy	58,605 +1,365	+2%	+$29.6K	0.32%	55
2019 Q3	$919K	Hold	57,240	–	–	0.19%	69
2019 Q2	$853K	Sell	57,240 -1,245	-2%	-$19.4K	0.17%	77
2019 Q1	$1.09M	Hold	58,485	–	–	0.23%	62
2018 Q4	$1.3M	Buy	58,485 +900	+2%	+$19.4K	0.3%	59
2018 Q3	$1.02M	Buy	57,585 +600	+1%	+$12.5K	0.21%	71
2018 Q2	$1.3M	Hold	56,985	–	–	0.26%	63
2018 Q1	$1.01M	Hold	56,985	–	–	0.21%	71
2017 Q4	$1.18M	Sell	56,985 -375	-0.7%	-$8.16K	0.24%	68
2017 Q3	$1.3M	Sell	57,360 -210	-0.4%	-$4.84K	0.28%	60
2017 Q2	$1.39M	Buy	57,570 +765	+1%	+$16.8K	0.32%	57
2017 Q1	$1.05M	Buy	56,805 +37,800	+199%	+$640K	0.26%	66
2016 Q4	$271K	Sell	19,005 -900	-5%	-$11.8K	0.08%	176
2016 Q3	$271K	Buy	19,905 +900	+5%	+$13K	0.08%	160
2016 Q2	$269K	Sell	19,005 -2,220	-10%	-$33.6K	0.08%	160
2016 Q1	$325K	Sell	21,225 -180	-0.8%	-$2.37K	0.11%	138
2015 Q4	$342K	Hold	21,405	–	–	0.12%	130
2015 Q3	$354K	Hold	21,405	–	–	0.13%	130
2015 Q2	$383K	Sell	21,405 -11,640	-35%	-$184K	0.13%	130
2015 Q1	$416K	Buy	33,045 +14,655	+80%	+$198K	0.15%	121
2014 Q4	$273K	Sell	18,390 -225	-1%	-$3.52K	0.1%	150
2014 Q3	$301K	Buy	18,615 +1,515	+9%	+$25K	0.12%	137
2014 Q2	$274K	Sell	17,100 -90	-0.5%	-$1.25K	0.11%	150
2014 Q1	$239K	Buy	+17,190	New	+$230K	0.1%	141

Other funds holding TSLA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Evanson Asset Management's TSLA Position: Q1 2026 in Review

Evanson Asset Management increased its Tesla (TSLA) stake by 5.8% in Q1 2026, buying an estimated $198K and bringing the position to 8,711 shares worth $3.24M. The position accounts for 0.17% of the portfolio, ranked #65.

Evanson Asset Management first reported a position in TSLA in Q1 2014 and has held it in 49 quarters since. The position peaked at $23.8M in Q4 2021. 4,175 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

Evanson Asset Management held 8,711 shares of Tesla worth $3.24M as of Q1 2026.
Evanson Asset Management bought 481 Tesla shares in Q1 2026, an estimated $198K.
Tesla made up 0.17% of Evanson Asset Management's portfolio in Q1 2026, its #65 holding.
Evanson Asset Management first reported a position in Tesla in Q1 2014 and has held it in 49 quarters since.
Evanson Asset Management's Tesla position peaked at $23.8M in Q4 2021.
4,175 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Evanson Asset Management's 13F filing for Q1 2026, filed 8 Apr 2026.