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Evercore Wealth Management’s Tesla TSLA Stock Holding History

Evercore Wealth 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
Q2 		$13.2M Sell
31,386
-4,725
-13% -$1.88M 0.19% 61
2026
Q1 		$13.4M Sell
36,111
-325
-0.9% -$134K 0.21% 58
2025
Q4 		$16.4M Buy
36,436
+6,150
+20% +$2.73M 0.24% 57
2025
Q3 		$13.5M Buy
30,286
+341
+1% +$118K 0.2% 61
2025
Q2 		$9.51M Buy
29,945
+3,431
+13% +$1.03M 0.15% 73
2025
Q1 		$6.87M Buy
26,514
+834
+3% +$278K 0.11% 88
2024
Q4 		$10.4M Sell
25,680
-10,187
-28% -$3.28M 0.16% 67
2024
Q3 		$9.38M Sell
35,867
-4,450
-11% -$1.01M 0.14% 75
2024
Q2 		$7.98M Sell
40,317
-3,003
-7% -$525K 0.13% 77
2024
Q1 		$7.62M Buy
43,320
+3,331
+8% +$651K 0.12% 79
2023
Q4 		$9.94M Buy
39,989
+2,909
+8% +$691K 0.17% 66
2023
Q3 		$9.28M Buy
37,080
+4,253
+13% +$1.09M 0.17% 65
2023
Q2 		$8.59M Buy
32,827
+2,858
+10% +$571K 0.16% 73
2023
Q1 		$6.22M Buy
29,969
+494
+2% +$86.2K 0.12% 79
2022
Q4 		$3.63M Buy
29,475
+516
+2% +$97.7K 0.08% 108
2022
Q3 		$7.68M Hold
28,959
– – 0.17% 67
2022
Q2 		$6.5M Sell
28,959
-228
-0.8% -$62.2K 0.14% 76
2022
Q1 		$10.5M Sell
29,187
-24
-0.1% -$7.47K 0.19% 61
2021
Q4 		$10.3M Sell
29,211
-1,329
-4% -$446K 0.17% 67
2021
Q3 		$7.89M Sell
30,540
-1,635
-5% -$385K 0.14% 77
2021
Q2 		$7.29M Sell
32,175
-108
-0.3% -$23.4K 0.13% 81
2021
Q1 		$7.19M Buy
32,283
+189
+0.6% +$47.5K 0.14% 83
2020
Q4 		$7.55M Sell
32,094
-6,303
-16% -$1.08M 0.16% 75
2020
Q3 		$5.49M Buy
38,397
+192
+0.5% +$22.7K 0.13% 85
2020
Q2 		$2.75M Buy
38,205
+30
+0.1% +$1.62K 0.07% 120
2020
Q1 		$1.33M Sell
38,175
-6,075
-14% -$252K 0.04% 161
2019
Q4 		$1.23M Hold
44,250
– – 0.03% 192
2019
Q3 		$710K Sell
44,250
-630
-1% -$9.86K 0.02% 242
2019
Q2 		$669K Sell
44,880
-1,260
-3% -$19.6K 0.02% 247
2019
Q1 		$861K Buy
46,140
+3,180
+7% +$63.8K 0.03% 215
2018
Q4 		$953K Sell
42,960
-4,230
-9% -$91K 0.04% 180
2018
Q3 		$833K Sell
47,190
-22,935
-33% -$478K 0.03% 223
2018
Q2 		$1.6M Sell
70,125
-5,955
-8% -$121K 0.05% 158
2018
Q1 		$1.35M Sell
76,080
-1,800
-2% -$39.6K 0.05% 154
2017
Q4 		$1.62M Sell
77,880
-750
-1% -$16.3K 0.06% 151
2017
Q3 		$1.79M Sell
78,630
-3,600
-4% -$83.1K 0.07% 143
2017
Q2 		$1.98M Sell
82,230
-9,105
-10% -$200K 0.08% 137
2017
Q1 		$1.69M Buy
91,335
+2,625
+3% +$44.4K 0.07% 147
2016
Q4 		$1.26M Buy
88,710
+71,460
+414% +$939K 0.05% 165
2016
Q3 		$234K Sell
17,250
-19,875
-54% -$287K 0.01% 345
2016
Q2 		$525K Buy
37,125
+13,125
+55% +$199K 0.02% 237
2016
Q1 		$368K Buy
24,000
+3,525
+17% +$46.4K 0.02% 281
2015
Q4 		$328K Sell
20,475
-525
-3% -$7.86K 0.02% 306
2015
Q3 		$347K Buy
21,000
+3,750
+22% +$63.7K 0.02% 310
2015
Q2 		$308K Buy
17,250
+12,375
+254% +$196K 0.01% 349
2015
Q1 		$61K Hold
4,875
– – ﹤0.01% 601
2014
Q4 		$72K Sell
4,875
-15,375
-76% -$240K ﹤0.01% 508
2014
Q3 		$328K Hold
20,250
– – 0.02% 321
2014
Q2 		$324K Hold
20,250
– – 0.02% 327
2014
Q1 		$281K Buy
20,250
+14,400
+246% +$193K 0.02% 332
2013
Q4 		$59K Sell
5,850
-20,625
-78% -$211K ﹤0.01% 537
2013
Q3 		$341K Buy
26,475
+19,425
+276% +$192K 0.02% 328
2013
Q2 		$50K Buy
+7,050
New +$35.4K ﹤0.01% 572

Other funds holding TSLA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Evercore Wealth Management's TSLA Position: Q2 2026 in Review

Evercore Wealth Management reduced its Tesla (TSLA) stake by 13% in Q2 2026, selling an estimated $1.88M and leaving 31,386 shares worth $13.2M. The position accounts for 0.19% of the portfolio, ranked #61.

Evercore Wealth Management first reported a position in TSLA in Q2 2013 and has held it in 53 quarters since. The position peaked at $16.4M in Q4 2025. 4,272 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Evercore Wealth Management held 31,386 shares of Tesla worth $13.2M as of Q2 2026.
  • Evercore Wealth Management sold 4,725 Tesla shares in Q2 2026, an estimated $1.88M.
  • Tesla made up 0.19% of Evercore Wealth Management's portfolio in Q2 2026, its #61 holding.
  • Evercore Wealth Management first reported a position in Tesla in Q2 2013 and has held it in 53 quarters since.
  • Evercore Wealth Management's Tesla position peaked at $16.4M in Q4 2025.
  • 4,272 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Evercore Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.