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Evermay Wealth Management’s Tesla TSLA Stock Holding History

Evermay Wealth Management’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 		$722K Buy
1,941
+180
+10% +$74.2K 0.08% 105
2025
Q4 		$792K Sell
1,761
-7
-0.4% -$3.1K 0.09% 99
2025
Q3 		$786K Sell
1,768
-1,440
-45% -$499K 0.09% 99
2025
Q2 		$1.02M Sell
3,208
-233
-7% -$70.2K 0.13% 80
2025
Q1 		$892K Buy
3,441
+1,884
+121% +$628K 0.12% 83
2024
Q4 		$629K Buy
1,557
+15
+1% +$4.83K 0.1% 113
2024
Q3 		$403K Sell
1,542
-1,208
-44% -$275K 0.06% 137
2024
Q2 		$544K Sell
2,750
-349
-11% -$61K 0.09% 123
2024
Q1 		$545K Sell
3,099
-591
-16% -$115K 0.08% 120
2023
Q4 		$917K Buy
3,690
+674
+22% +$160K 0.17% 68
2023
Q3 		$755K Hold
3,016
– – 0.15% 70
2023
Q2 		$789K Buy
3,016
+700
+30% +$140K 0.15% 72
2023
Q1 		$480K Buy
2,316
+423
+22% +$73.8K 0.1% 100
2022
Q4 		$233K Buy
1,893
+855
+82% +$162K 0.05% 153
2022
Q3 		$275K Buy
1,038
+12
+1% +$3.35K 0.05% 139
2022
Q2 		$230K Buy
1,026
+567
+124% +$155K 0.04% 148
2022
Q1 		$165K Hold
459
– – 0.03% 207
2021
Q4 		$162K Hold
459
– – 0.03% 187
2021
Q3 		$119K Buy
459
+276
+151% +$65K 0.02% 206
2021
Q2 		$41K Buy
+183
New +$39.7K 0.01% 307

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

Evermay Wealth Management's TSLA Position: Q1 2026 in Review

Evermay Wealth Management increased its Tesla (TSLA) stake by 10% in Q1 2026, buying an estimated $74.2K and bringing the position to 1,941 shares worth $722K. The position accounts for 0.08% of the portfolio, ranked #105.

Evermay Wealth Management first reported a position in TSLA in Q2 2021 and has held it in 20 quarters since. The position peaked at $1.02M in Q2 2025. 4,175 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

  • Evermay Wealth Management held 1,941 shares of Tesla worth $722K as of Q1 2026.
  • Evermay Wealth Management bought 180 Tesla shares in Q1 2026, an estimated $74.2K.
  • Tesla made up 0.08% of Evermay Wealth Management's portfolio in Q1 2026, its #105 holding.
  • Evermay Wealth Management first reported a position in Tesla in Q2 2021 and has held it in 20 quarters since.
  • Evermay Wealth Management's Tesla position peaked at $1.02M in Q2 2025.
  • 4,175 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Evermay Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.