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Everhart Financial Group’s Tesla TSLA Stock Holding History

Everhart Financial Group’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 		$9.31M Buy
22,132
+884
+4% +$352K 0.6% 25
2026
Q1 		$7.9M Buy
21,248
+1,485
+8% +$612K 0.67% 23
2025
Q4 		$8.89M Buy
19,763
+542
+3% +$240K 0.82% 18
2025
Q3 		$8.55M Buy
19,221
+1,639
+9% +$568K 0.86% 19
2025
Q2 		$5.59M Buy
17,582
+1,935
+12% +$583K 0.65% 22
2025
Q1 		$4.06M Sell
15,647
-149
-0.9% -$49.7K 0.55% 26
2024
Q4 		$6.38M Buy
15,796
+1,588
+11% +$511K 1.31% 11
2024
Q3 		$3.72M Buy
14,208
+1,903
+15% +$434K 0.82% 25
2024
Q2 		$2.43M Buy
12,305
+2,094
+21% +$366K 0.63% 30
2024
Q1 		$1.79M Sell
10,211
-287
-3% -$56.1K 0.52% 38
2023
Q4 		$2.61M Sell
10,498
-680
-6% -$162K 0.92% 25
2023
Q3 		$2.8M Sell
11,178
-81
-0.7% -$20.8K 1.19% 18
2023
Q2 		$2.95M Buy
11,259
+1,699
+18% +$340K 1.22% 21
2023
Q1 		$1.98M Buy
9,560
+75
+0.8% +$13.1K 0.89% 26
2022
Q4 		$1.17M Buy
9,485
+361
+4% +$68.4K 0.59% 36
2022
Q3 		$2.42M Buy
9,124
+1,405
+18% +$392K 1.34% 18
2022
Q2 		$1.73M Buy
7,719
+483
+7% +$132K 1.05% 20
2022
Q1 		$2.6M Buy
7,236
+603
+9% +$188K 1.5% 18
2021
Q4 		$2.34M Buy
6,633
+3,498
+112% +$1.17M 1.41% 20
2021
Q3 		$810K Buy
3,135
+423
+16% +$99.6K 0.55% 42
2021
Q2 		$614K Buy
2,712
+1,590
+142% +$345K 0.42% 49
2021
Q1 		$249K Buy
1,122
+114
+11% +$28.6K 0.22% 67
2020
Q4 		$237K Buy
+1,008
New +$172K 0.22% 65

Other funds holding TSLA

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
HAM
Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
NAH
Neumann Advisory (HK) Central, Hong Kong $356M AUM 37.48% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Everhart Financial Group's TSLA Position: Q2 2026 in Review

Everhart Financial Group increased its Tesla (TSLA) stake by 4.2% in Q2 2026, buying an estimated $352K and bringing the position to 22,132 shares worth $9.31M. The position accounts for 0.6% of the portfolio, ranked #25.

Everhart Financial Group first reported a position in TSLA in Q4 2020 and has held it in 23 quarters since. 781 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Everhart Financial Group held 22,132 shares of Tesla worth $9.31M as of Q2 2026.
  • Everhart Financial Group bought 884 Tesla shares in Q2 2026, an estimated $352K.
  • Tesla made up 0.6% of Everhart Financial Group's portfolio in Q2 2026, its #25 holding.
  • Everhart Financial Group first reported a position in Tesla in Q4 2020 and has held it in 23 quarters since.
  • 781 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.