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Evelyn Partners Investment Management’s Tesla TSLA Stock Holding History

Evelyn Partners Investment 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 		$2.26M Sell
6,075
-23
-0.4% -$9.47K 0.06% 98
2025
Q4 		$2.74M Sell
6,098
-7
-0.1% -$3.1K 0.08% 92
2025
Q3 		$2.72M Sell
6,105
-600
-9% -$208K 0.08% 92
2025
Q2 		$2.13M Buy
6,705
+73
+1% +$22K 0.07% 101
2025
Q1 		$1.72M Sell
6,632
-592
-8% -$197K 0.06% 110
2024
Q4 		$2.92M Buy
+7,224
New +$2.32M 0.09% 89

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's TSLA Position: Q1 2026 in Review

Evelyn Partners Investment Management reduced its Tesla (TSLA) stake by 0.38% in Q1 2026, selling an estimated $9.47K and leaving 6,075 shares worth $2.26M. The position accounts for 0.06% of the portfolio, ranked #98.

Evelyn Partners Investment Management first reported a position in TSLA in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.92M in Q4 2024. 4,178 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

  • Evelyn Partners Investment Management held 6,075 shares of Tesla worth $2.26M as of Q1 2026.
  • Evelyn Partners Investment Management sold 23 Tesla shares in Q1 2026, an estimated $9.47K.
  • Tesla made up 0.06% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #98 holding.
  • Evelyn Partners Investment Management first reported a position in Tesla in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Investment Management's Tesla position peaked at $2.92M in Q4 2024.
  • 4,178 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

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