EFS
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Essex Financial Services’s Tesla TSLA Stock Holding History

Essex Financial Services’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 		$10.4M Sell
27,856
-76
-0.3% -$31.3K 0.58% 33
2025
Q4 		$12.6M Sell
27,932
-831
-3% -$368K 0.71% 28
2025
Q3 		$12.8M Sell
28,763
-359
-1% -$125K 0.77% 22
2025
Q2 		$9.25M Sell
29,122
-878
-3% -$265K 0.61% 34
2025
Q1 		$7.77M Sell
30,000
-2,988
-9% -$996K 0.56% 39
2024
Q4 		$13.3M Sell
32,988
-285
-0.9% -$91.7K 0.94% 21
2024
Q3 		$7.25M Buy
33,273
+144
+0.4% +$32.8K 0.52% 38
2024
Q2 		$6.59M Buy
33,129
+3,077
+10% +$538K 0.49% 45
2024
Q1 		$5.28M Buy
30,052
+482
+2% +$94.2K 0.49% 47
2023
Q4 		$7.35M Sell
29,570
-430
-1% -$102K 0.76% 28
2023
Q3 		$7.51M Buy
30,000
+148
+0.5% +$38K 0.87% 26
2023
Q2 		$7.81M Buy
29,852
+1,506
+5% +$301K 0.89% 22
2023
Q1 		$5.88M Buy
28,346
+463
+2% +$80.8K 0.62% 35
2022
Q4 		$3.43M Buy
27,883
+62
+0.2% +$11.7K 0.36% 69
2022
Q3 		$7.38M Buy
27,821
+1,136
+4% +$317K 0.88% 23
2022
Q2 		$5.99M Buy
26,685
+3,075
+13% +$839K 0.67% 33
2022
Q1 		$8.48M Sell
23,610
-12
-0.1% -$3.74K 0.81% 24
2021
Q4 		$8.32M Buy
23,622
+156
+0.7% +$52.3K 0.82% 22
2021
Q3 		$6.07M Buy
23,466
+450
+2% +$106K 0.69% 30
2021
Q2 		$5.12M Hold
23,016
– – 0.74% 24
2021
Q1 		$5.12M Sell
23,016
-7,836
-25% -$1.97M 0.92% 22
2020
Q4 		$7.29M Buy
30,852
+3,144
+11% +$537K 1.44% 11
2020
Q3 		$3.96M Sell
27,708
-4,377
-14% -$517K 0.97% 21
2020
Q2 		$2.31M Buy
32,085
+270
+0.8% +$14.6K 0.71% 38
2020
Q1 		$1.11M Buy
31,815
+1,395
+5% +$57.8K 0.4% 65
2019
Q4 		$848K Sell
30,420
-2,115
-7% -$45.9K 0.23% 98
2019
Q3 		$522K Sell
32,535
-9,750
-23% -$153K 0.17% 134
2019
Q2 		$630K Sell
42,285
-7,440
-15% -$116K 0.19% 116
2019
Q1 		$928K Sell
49,725
-1,425
-3% -$28.6K 0.28% 81
2018
Q4 		$1.14M Sell
51,150
-4,950
-9% -$106K 0.35% 73
2018
Q3 		$990K Buy
56,100
+2,865
+5% +$59.7K 0.22% 101
2018
Q2 		$1.22M Buy
53,235
+750
+1% +$15.2K 0.29% 80
2018
Q1 		$931K Sell
52,485
-750
-1% -$16.5K 0.18% 120
2017
Q4 		$1.1M Buy
53,235
+2,475
+5% +$53.8K 0.26% 87
2017
Q3 		$1.15M Buy
50,760
+33,375
+192% +$770K 0.28% 82
2017
Q2 		$419K Buy
17,385
+405
+2% +$8.91K 0.09% 220
2017
Q1 		$315K Sell
16,980
-1,065
-6% -$18K 0.07% 247
2016
Q4 		$257K Buy
+18,045
New +$237K 0.06% 268
2016
Q3 		– Sell
-23,025
Closed -$326K – 319
2016
Q2 		$326K Buy
23,025
+4,125
+22% +$62.5K 0.08% 227
2016
Q1 		$290K Buy
18,900
+5,130
+37% +$67.5K 0.07% 240
2015
Q4 		$220K Buy
13,770
+825
+6% +$12.3K 0.05% 283
2015
Q3 		$214K Buy
+12,945
New +$220K 0.06% 289

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

Essex Financial Services's TSLA Position: Q1 2026 in Review

Essex Financial Services reduced its Tesla (TSLA) stake by 0.27% in Q1 2026, selling an estimated $31.3K and leaving 27,856 shares worth $10.4M. The position accounts for 0.58% of the portfolio, ranked #33.

Essex Financial Services first reported a position in TSLA in Q3 2015 and has held it in 42 quarters since. The position peaked at $13.3M in Q4 2024. 4,175 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

  • Essex Financial Services held 27,856 shares of Tesla worth $10.4M as of Q1 2026.
  • Essex Financial Services sold 76 Tesla shares in Q1 2026, an estimated $31.3K.
  • Tesla made up 0.58% of Essex Financial Services's portfolio in Q1 2026, its #33 holding.
  • Essex Financial Services first reported a position in Tesla in Q3 2015 and has held it in 42 quarters since.
  • Essex Financial Services's Tesla position peaked at $13.3M in Q4 2024.
  • 4,175 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.