Evergreen Wealth Partners LLC Makes New $988,000 Investment in Tesla, Inc. $TSLA
- by lulegacy
- May 17, 2026
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Key Points
Evergreen Wealth Partners disclosed a new position in Tesla during the fourth quarter, buying 2,198 shares valued at about $988,000. Tesla now represents roughly 0.8% of the firm’s portfolio and is its 24th largest holding.
Institutional ownership in Tesla remains heavy, with major funds like Vanguard, State Street, and Capital World Investors all increasing their stakes. Overall, 66.2% of Tesla shares are held by institutional investors.
Recent Tesla headlines are mixed: the company is investing $250 million in its Berlin Gigafactory and pushing robotaxi-related plans, but it also faces concerns over autonomous-driving setbacks and legal pressure in an Australian class-action case. Tesla’s Cybercab Is Finally Real—But Is It Enough?
In other Tesla news, Director Kathleen Wilson-Thompson sold 26,409 shares of the firm's stock in a transaction on Thursday, April 30th. The shares were sold at an average price of $378.11, for a total value of $9,985,506.99. Following the completion of the transaction, the director owned 48,399 shares of the company's stock, valued at approximately $18,300,145.89. This trade represents a 35.30% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Vaibhav Taneja sold 3,000 shares of the firm's stock in a transaction on Wednesday, May 13th. The stock was sold at an average price of $450.00, for a total transaction of $1,350,000.00. Following the completion of the transaction, the chief financial officer directly owned 18,106 shares of the company's stock, valued at approximately $8,147,700. This represents a 14.21% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The sale was made to cover tax withholding obligations related to the vesting of equity awards. In the last ninety days, insiders sold 83,213 shares of company stock valued at $32,201,105. Corporate insiders own 19.90% of the company's stock.
Tesla Trading Down 4.8%
NASDAQ:TSLA opened at $422.24 on Friday. Tesla, Inc. has a 52 week low of $273.21 and a 52 week high of $498.83. The firm has a 50 day moving average of $386.41 and a 200 day moving average of $418.28. The company has a quick ratio of 1.62, a current ratio of 2.04 and a debt-to-equity ratio of 0.09. The stock has a market capitalization of $1.59 trillion, a price-to-earnings ratio of 387.38, a PEG ratio of 16.65 and a beta of 1.79.
Tesla (NASDAQ:TSLA - Get Free Report) last posted its earnings results on Thursday, April 23rd. The electric vehicle producer reported $0.41 EPS for the quarter, beating analysts' consensus estimates of $0.39 by $0.02. Tesla had a net margin of 3.95% and a return on equity of 4.89%. The company had revenue of $22.39 billion during the quarter, compared to analysts' expectations of $22.96 billion. During the same quarter in the prior year, the company posted $0.27 earnings per share. Tesla's revenue for the quarter was up 15.8% compared to the same quarter last year. As a group, sell-side analysts anticipate that Tesla, Inc. will post 1.2 earnings per share for the current fiscal year.
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