Evergreen Advisors’s Tesla TSLA Stock Holding History

Evergreen Advisors’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	$56.9K	Buy	+153	New	+$63K	0.01%	54
2023 Q4	–	Sell	-1,522	Closed	-$381K	–	18
2023 Q3	$381K	Hold	1,522	–	–	0.14%	15
2023 Q2	$398K	Sell	1,522 -165	-10%	-$33K	0.14%	15
2023 Q1	$350K	Hold	1,687	–	–	0.13%	15
2022 Q4	$208K	Buy	1,687 +381	+29%	+$72.1K	0.08%	16
2022 Q3	$346K	Buy	1,306 +100	+8%	+$27.9K	0.15%	12
2022 Q2	$271K	Sell	1,206 -18	-1%	-$4.91K	0.11%	13
2022 Q1	$440K	Hold	1,224	–	–	0.15%	12
2021 Q4	$431K	Buy	1,224 +75	+7%	+$25.2K	0.15%	11
2021 Q3	$297K	Sell	1,149 -426	-27%	-$100K	0.11%	12
2021 Q2	$351K	Hold	1,575	–	–	0.15%	10
2021 Q1	$351K	Buy	+1,575	New	+$395K	0.13%	11

Other funds holding TSLA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Evergreen Advisors's TSLA Position: Q1 2026 in Review

Evergreen Advisors opened a new position in Tesla (TSLA) in Q1 2026: 153 shares worth $56.9K. The stake represents 0.01% of the portfolio and ranks #54 among its holdings. This is a return to the name: Evergreen Advisors previously reported a position in TSLA as recently as Q3 2023.

Evergreen Advisors first reported a position in TSLA in Q1 2021 and has held it in 12 quarters since. The position peaked at $440K in Q1 2022. 4,175 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

Evergreen Advisors held 153 shares of Tesla worth $56.9K as of Q1 2026.
Tesla was a new Evergreen Advisors position in Q1 2026.
Tesla made up 0.01% of Evergreen Advisors's portfolio in Q1 2026, its #54 holding.
Evergreen Advisors first reported a position in Tesla in Q1 2021 and has held it in 12 quarters since.
Evergreen Advisors's Tesla position peaked at $440K in Q1 2022.
4,175 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Evergreen Advisors's 13F filing for Q1 2026, filed 5 May 2026.