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Evernest Financial Advisors’s Tesla TSLA Stock Holding History

Evernest Financial Advisors’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 		$224K Buy
+533
New +$212K 0.05% 178
2025
Q4 		– Sell
-544
Closed -$242K – 207
2025
Q3 		$242K Buy
+544
New +$189K 0.07% 166

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

Evernest Financial Advisors's TSLA Position: Q2 2026 in Review

Evernest Financial Advisors opened a new position in Tesla (TSLA) in Q2 2026: 533 shares worth $224K. The stake represents 0.05% of the portfolio and ranks #178 among its holdings. This is a return to the name: Evernest Financial Advisors previously reported a position in TSLA as recently as Q3 2025.

Evernest Financial Advisors first reported a position in TSLA in Q3 2025 and has held it in 2 quarters since. The position peaked at $242K in Q3 2025. 4,282 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Evernest Financial Advisors held 533 shares of Tesla worth $224K as of Q2 2026.
  • Tesla was a new Evernest Financial Advisors position in Q2 2026.
  • Tesla made up 0.05% of Evernest Financial Advisors's portfolio in Q2 2026, its #178 holding.
  • Evernest Financial Advisors first reported a position in Tesla in Q3 2025 and has held it in 2 quarters since.
  • Evernest Financial Advisors's Tesla position peaked at $242K in Q3 2025.
  • 4,282 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Evernest Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.