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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
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% +$8.03K 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

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

Encompass Wealth Advisors's TSLA Position: Q1 2026 in Review

Encompass Wealth Advisors reduced its Tesla (TSLA) stake by 0.54% in Q1 2026, selling an estimated $3.3K and leaving 1,477 shares worth $549K. The position accounts for 0.19% of the portfolio, ranked #53.

Encompass Wealth Advisors first reported a position in TSLA in Q4 2020 and has held it in 22 quarters since. The position peaked at $865K in Q3 2021. 4,174 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

  • Encompass Wealth Advisors held 1,477 shares of Tesla worth $549K as of Q1 2026.
  • Encompass Wealth Advisors sold 8 Tesla shares in Q1 2026, an estimated $3.3K.
  • Tesla made up 0.19% of Encompass Wealth Advisors's portfolio in Q1 2026, its #53 holding.
  • Encompass Wealth Advisors first reported a position in Tesla in Q4 2020 and has held it in 22 quarters since.
  • Encompass Wealth Advisors's Tesla position peaked at $865K in Q3 2021.
  • 4,174 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Encompass Wealth Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.