Evelyn Partners Asset Management’s Tesla TSLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$18.6K Hold
50
﹤0.01% 226
2025
Q4
$22.5K Sell
50
-11
-18% -$4.88K 0.01% 192
2025
Q3
$27.1K Buy
61
+31
+103% +$10.8K 0.01% 186
2025
Q2
$9.53K Hold
30
﹤0.01% 193
2025
Q1
$7.78K Hold
30
﹤0.01% 207
2024
Q4
$12.1K Buy
+30
New +$9.65K ﹤0.01% 197

Other funds holding TSLA

Evelyn Partners Asset Management's TSLA Position: Q1 2026 in Review

Evelyn Partners Asset Management held its Tesla (TSLA) position steady in Q1 2026 at 50 shares worth $18.6K. The position accounts for ﹤0.01% of the portfolio, ranked #226.

Evelyn Partners Asset Management first reported a position in TSLA in Q4 2024 and has held it in 6 quarters since. The position peaked at $27.1K in Q3 2025. 4,201 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

  • Evelyn Partners Asset Management held 50 shares of Tesla worth $18.6K as of Q1 2026.
  • Evelyn Partners Asset Management left its Tesla share count unchanged in Q1 2026.
  • Tesla made up ﹤0.01% of Evelyn Partners Asset Management's portfolio in Q1 2026, its #226 holding.
  • Evelyn Partners Asset Management first reported a position in Tesla in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Asset Management's Tesla position peaked at $27.1K in Q3 2025.
  • 4,201 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Evelyn Partners Asset Management's 13F filing for Q1 2026, filed 15 May 2026.