EPIMS
TSLA icon

Evelyn Partners Investment Management Services’s Tesla TSLA Stock Holding History

Evelyn Partners Investment Management 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
Q1 		$235K Sell
632
-15
-2% -$6.18K 0.03% 128
2025
Q4 		$291K Hold
647
– – 0.04% 117
2025
Q3 		$288K Sell
647
-37
-5% -$12.8K 0.04% 115
2025
Q2 		$217K Buy
684
+324
+90% +$97.6K 0.03% 122
2025
Q1 		$93.3K Sell
360
-68
-16% -$22.7K 0.02% 137
2024
Q4 		$173K Buy
+428
New +$138K 0.03% 116

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

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

Evelyn Partners Investment Management Services reduced its Tesla (TSLA) stake by 2.3% in Q1 2026, selling an estimated $6.18K and leaving 632 shares worth $235K. The position accounts for 0.03% of the portfolio, ranked #128.

Evelyn Partners Investment Management Services first reported a position in TSLA in Q4 2024 and has held it in 6 quarters since. The position peaked at $291K in Q4 2025. 4,180 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

  • Evelyn Partners Investment Management Services held 632 shares of Tesla worth $235K as of Q1 2026.
  • Evelyn Partners Investment Management Services sold 15 Tesla shares in Q1 2026, an estimated $6.18K.
  • Tesla made up 0.03% of Evelyn Partners Investment Management Services's portfolio in Q1 2026, its #128 holding.
  • Evelyn Partners Investment Management Services first reported a position in Tesla in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Investment Management Services's Tesla position peaked at $291K in Q4 2025.
  • 4,180 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

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