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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
Q2 		$484K Buy
1,150
+997
+652% +$397K 0.1% 20
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
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

Evergreen Advisors's TSLA Position: Q2 2026 in Review

Evergreen Advisors increased its Tesla (TSLA) stake by 652% in Q2 2026, buying an estimated $397K and bringing the position to 1,150 shares worth $484K. The position accounts for 0.1% of the portfolio, ranked #20.

Evergreen Advisors first reported a position in TSLA in Q1 2021 and has held it in 13 quarters since. 4,292 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Evergreen Advisors held 1,150 shares of Tesla worth $484K as of Q2 2026.
  • Evergreen Advisors bought 997 Tesla shares in Q2 2026, an estimated $397K.
  • Tesla made up 0.1% of Evergreen Advisors's portfolio in Q2 2026, its #20 holding.
  • Evergreen Advisors first reported a position in Tesla in Q1 2021 and has held it in 13 quarters since.
  • 4,292 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Evergreen Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.