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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
Q2 		$4.06M Buy
11,955
+1,909
+19% +$759K 0.21% 83
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 $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 Wealth Solutions's TSLA Position: Q2 2026 in Review

Evergreen Wealth Solutions increased its Tesla (TSLA) stake by 19% in Q2 2026, buying an estimated $759K and bringing the position to 11,955 shares worth $4.06M. The position accounts for 0.21% of the portfolio, ranked #83.

Evergreen Wealth Solutions first reported a position in TSLA in Q4 2021 and has held it in 16 quarters since. 4,296 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Evergreen Wealth Solutions held 11,955 shares of Tesla worth $4.06M as of Q2 2026.
  • Evergreen Wealth Solutions bought 1,909 Tesla shares in Q2 2026, an estimated $759K.
  • Tesla made up 0.21% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #83 holding.
  • Evergreen Wealth Solutions first reported a position in Tesla in Q4 2021 and has held it in 16 quarters since.
  • 4,296 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

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