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Evergreen Wealth Solutions’s Tesla TSLA Stock Holding History

Evergreen Wealth Solutions’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 		$3.73M Buy
10,046
+6,724
+202% +$2.77M 0.26% 75
2025
Q4 		$1.49M Buy
3,322
+2,297
+224% +$1.02M 0.21% 59
2025
Q3 		$456K Hold
1,025
– – 0.26% 65
2025
Q2 		$326K Sell
1,025
-18
-2% -$5.42K 0.2% 83
2025
Q1 		$270K Buy
1,043
+204
+24% +$68K 0.18% 91
2024
Q4 		$339K Buy
839
+12
+1% +$3.86K 0.24% 73
2024
Q3 		$216K Buy
+827
New +$189K 0.15% 100
2024
Q1 		– Sell
-1,060
Closed -$263K – 124
2023
Q4 		$263K Buy
1,060
+2
+0.2% +$475 0.23% 97
2023
Q3 		$265K Buy
1,058
+32
+3% +$8.22K 0.27% 84
2023
Q2 		$269K Sell
1,026
-250
-20% -$50K 0.27% 84
2023
Q1 		$265K Buy
+1,276
New +$223K 0.31% 82
2022
Q4 		– Sell
-1,162
Closed -$308K – 102
2022
Q3 		$308K Sell
1,162
-92
-7% -$25.7K 0.44% 68
2022
Q2 		$281K Buy
1,254
+228
+22% +$62.2K 0.34% 87
2022
Q1 		$369K Sell
1,026
-39
-4% -$12.1K 0.36% 66
2021
Q4 		$375K Buy
+1,065
New +$357K 0.34% 62

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

Evergreen Wealth Solutions's TSLA Position: Q1 2026 in Review

Evergreen Wealth Solutions increased its Tesla (TSLA) stake by 202% in Q1 2026, buying an estimated $2.77M and bringing the position to 10,046 shares worth $3.73M. The position accounts for 0.26% of the portfolio, ranked #75.

Evergreen Wealth Solutions first reported a position in TSLA in Q4 2021 and has held it in 15 quarters since. 4,175 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

  • Evergreen Wealth Solutions held 10,046 shares of Tesla worth $3.73M as of Q1 2026.
  • Evergreen Wealth Solutions bought 6,724 Tesla shares in Q1 2026, an estimated $2.77M.
  • Tesla made up 0.26% of Evergreen Wealth Solutions's portfolio in Q1 2026, its #75 holding.
  • Evergreen Wealth Solutions first reported a position in Tesla in Q4 2021 and has held it in 15 quarters since.
  • 4,175 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q1 2026, filed 15 May 2026.