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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
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% +$8.03K 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 $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

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

Encompass Wealth Advisors reduced its Tesla (TSLA) stake by 18% in Q2 2026, selling an estimated $109K and leaving 1,204 shares worth $506K. The position accounts for 0.15% of the portfolio, ranked #61.

Encompass Wealth Advisors first reported a position in TSLA in Q4 2020 and has held it in 23 quarters since. The position peaked at $865K in Q3 2021. 4,292 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Encompass Wealth Advisors held 1,204 shares of Tesla worth $506K as of Q2 2026.
  • Encompass Wealth Advisors sold 273 Tesla shares in Q2 2026, an estimated $109K.
  • Tesla made up 0.15% of Encompass Wealth Advisors's portfolio in Q2 2026, its #61 holding.
  • Encompass Wealth Advisors first reported a position in Tesla in Q4 2020 and has held it in 23 quarters since.
  • Encompass Wealth Advisors's Tesla position peaked at $865K in Q3 2021.
  • 4,292 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Encompass Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.