Evergreen Private Wealth’s Tesla TSLA Stock Holding History

Evergreen Private Wealth’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
2025 Q4	–	Sell	-86	Closed	-$38.2K	–	212
2025 Q3	$38.2K	Sell	86 -25	-23%	-$8.67K	0.02%	116
2025 Q2	$35.3K	Buy	111 +81	+270%	+$24.4K	0.01%	125
2025 Q1	$7.78K	Hold	30	–	–	﹤0.01%	155
2024 Q4	$12.1K	Hold	30	–	–	0.01%	156
2024 Q3	$7.85K	Hold	30	–	–	﹤0.01%	162
2024 Q2	$5.94K	Hold	30	–	–	﹤0.01%	175
2024 Q1	$5.27K	Hold	30	–	–	﹤0.01%	182
2023 Q4	$7.45K	Buy	+30	New	+$7.13K	﹤0.01%	179

Other funds holding TSLA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Evergreen Private Wealth's TSLA Position: Q4 2025 in Review

Evergreen Private Wealth sold out of Tesla (TSLA) in Q4 2025, closing a stake of 86 shares — an estimated $38.2K sold.

Evergreen Private Wealth first reported a position in TSLA in Q4 2023 and held it in 8 quarters. The position peaked at $38.2K in Q3 2025. 4,350 funds tracked by Wall St. Rank hold TSLA as of Q4 2025.

Evergreen Private Wealth reported no remaining Tesla position as of Q4 2025 after selling out during the quarter.
Evergreen Private Wealth sold 86 Tesla shares in Q4 2025, an estimated $38.2K.
Evergreen Private Wealth first reported a position in Tesla in Q4 2023 and held it in 8 quarters.
Evergreen Private Wealth's Tesla position peaked at $38.2K in Q3 2025.
4,350 funds tracked by Wall St. Rank held Tesla as of Q4 2025.

Based on Evergreen Private Wealth's 13F filing for Q4 2025, filed 28 Jan 2026.