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EverSource Wealth Advisors’s Tesla TSLA Stock Holding History

EverSource Wealth 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 		$34.2M Sell
81,299
-5,185
-6% -$2.06M 1.15% 12
2026
Q1 		$32.2M Buy
86,484
+5,360
+7% +$2.21M 0.98% 18
2025
Q4 		$36.5M Buy
81,124
+3,608
+5% +$1.6M 1.34% 11
2025
Q3 		$34.5M Sell
77,516
-817
-1% -$283K 1.36% 11
2025
Q2 		$24.9M Buy
78,333
+803
+1% +$242K 1.12% 19
2025
Q1 		$20.1M Buy
77,530
+3,959
+5% +$1.32M 1.1% 18
2024
Q4 		$29.7M Buy
73,571
+287
+0.4% +$92.3K 1.67% 7
2024
Q3 		$19.2M Buy
73,284
+1,093
+2% +$249K 1.21% 14
2024
Q2 		$16.8M Buy
72,191
+18,193
+34% +$3.18M 1.11% 19
2024
Q1 		$9.9M Buy
53,998
+36,075
+201% +$7.05M 0.78% 28
2023
Q4 		$4.45M Buy
17,923
+716
+4% +$170K 0.41% 62
2023
Q3 		$4.31M Buy
17,207
+3,540
+26% +$909K 0.46% 59
2023
Q2 		$3.58M Sell
13,667
-1,440
-10% -$288K 0.39% 68
2023
Q1 		$3.13M Buy
15,107
+8,774
+139% +$1.53M 0.39% 66
2022
Q4 		$780K Buy
6,333
+1,401
+28% +$265K 0.12% 142
2022
Q3 		$1.31M Buy
4,932
+687
+16% +$192K 0.3% 65
2022
Q2 		$953K Buy
4,245
+1,419
+50% +$387K 0.25% 77
2022
Q1 		$1.01M Buy
2,826
+408
+17% +$127K 0.26% 68
2021
Q4 		$851K Buy
+2,418
New +$811K 0.24% 70

Other funds holding TSLA

Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

EverSource Wealth Advisors's TSLA Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Tesla (TSLA) stake by 6% in Q2 2026, selling an estimated $2.06M and leaving 81,299 shares worth $34.2M. The position accounts for 1.15% of the portfolio, ranked #12.

EverSource Wealth Advisors first reported a position in TSLA in Q4 2021 and has held it in 19 quarters since. The position peaked at $36.5M in Q4 2025. 2,220 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • EverSource Wealth Advisors held 81,299 shares of Tesla worth $34.2M as of Q2 2026.
  • EverSource Wealth Advisors sold 5,185 Tesla shares in Q2 2026, an estimated $2.06M.
  • Tesla made up 1.15% of EverSource Wealth Advisors's portfolio in Q2 2026, its #12 holding.
  • EverSource Wealth Advisors first reported a position in Tesla in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Tesla position peaked at $36.5M in Q4 2025.
  • 2,220 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.