Encompass Wealth Advisors
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Encompass Wealth Advisors’s Tesla TSLA Stock Holding History

Encompass 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
Q3 		$856K Buy
2,412
+1,208
+100% +$432K 0.13% 72
2026
Q2 		$506K Sell
1,204
-273
-18% -$109K 0.15% 61
2026
Q1 		$549K Sell
1,477
-8
-0.5% -$3.3K 0.19% 53
2025
Q4 		$668K Sell
1,485
-99
-6% -$43.9K 0.23% 49
2025
Q3 		$704K Sell
1,584
-51
-3% -$17.7K 0.24% 50
2025
Q2 		$519K Sell
1,635
-319
-16% -$96.1K 0.19% 61
2025
Q1 		$506K Buy
1,954
+512
+36% +$171K 0.21% 59
2024
Q4 		$582K Sell
1,442
-120
-8% -$38.6K 0.24% 55
2024
Q3 		$409K Hold
1,562
– – 0.1% 167
2024
Q2 		$309K Sell
1,562
-32
-2% -$5.59K 0.08% 183
2024
Q1 		$280K Sell
1,594
-606
-28% -$118K 0.07% 201
2023
Q4 		$547K Sell
2,200
-50
-2% -$11.9K 0.16% 115
2023
Q3 		$563K Buy
2,250
+195
+9% +$50.1K 0.19% 102
2023
Q2 		$538K Sell
2,055
-277
-12% -$55.4K 0.18% 106
2023
Q1 		$484K Buy
2,332
+46
+2% +$8.02K 0.16% 113
2022
Q4 		$282K Buy
2,286
+88
+4% +$16.7K 0.1% 157
2022
Q3 		$583K Sell
2,198
-40
-2% -$11.2K 0.22% 88
2022
Q2 		$502K Buy
2,238
+354
+19% +$96.6K 0.18% 103
2022
Q1 		$677K Buy
1,884
+1,080
+134% +$336K 0.17% 99
2021
Q4 		$283K Sell
804
-2,544
-76% -$853K 0.07% 189
2021
Q3 		$865K Hold
3,348
– – 0.23% 81
2021
Q2 		$758K Hold
3,348
– – 0.19% 96
2021
Q1 		$751K Buy
3,348
+324
+11% +$81.3K 0.19% 97
2020
Q4 		$711K Buy
+3,024
New +$516K 0.41% 50

Other funds holding TSLA

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Encompass Wealth Advisors's TSLA Position: Q3 2026 in Review

Encompass Wealth Advisors increased its Tesla (TSLA) stake by 100% in Q3 2026, buying an estimated $432K and bringing the position to 2,412 shares worth $856K. The position accounts for 0.13% of the portfolio, ranked #72.

Encompass Wealth Advisors first reported a position in TSLA in Q4 2020 and has held it in 24 quarters since. The position peaked at $865K in Q3 2021. 2,608 funds tracked by Wall St. Rank hold TSLA as of Q3 2026.

  • Encompass Wealth Advisors held 2,412 shares of Tesla worth $856K as of Q3 2026.
  • Encompass Wealth Advisors bought 1,208 Tesla shares in Q3 2026, an estimated $432K.
  • Tesla made up 0.13% of Encompass Wealth Advisors's portfolio in Q3 2026, its #72 holding.
  • Encompass Wealth Advisors first reported a position in Tesla in Q4 2020 and has held it in 24 quarters since.
  • Encompass Wealth Advisors's Tesla position peaked at $865K in Q3 2021.
  • 2,608 funds tracked by Wall St. Rank held Tesla as of Q3 2026.

Based on Encompass Wealth Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.