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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
2021
Q3 		– Sell
-123,000
Closed -$5K – 287
2021
Q2 		$5K Buy
+123,000
New +$26.7M ﹤0.01% 271

Other funds holding TSLA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
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.