Question 1

Does EP Wealth Advisors own TSLA stock?

Accepted Answer

Yes. As of its Q2 2026 13F, EP Wealth Advisors holds 131,616 shares of TSLA (Tesla), worth $55.4M.

Question 2

How many shares of TSLA does EP Wealth Advisors own?

Accepted Answer

As of its Q2 2026 13F, EP Wealth Advisors holds 131,616 shares of TSLA (Tesla).

Question 3

What is EP Wealth Advisors' TSLA position worth?

Accepted Answer

As of its Q2 2026 13F, EP Wealth Advisors' TSLA position is worth $55.4M.

Question 4

Is EP Wealth Advisors buying or selling TSLA?

Accepted Answer

In Q2 2026, EP Wealth Advisors increased its TSLA position by 11,131 shares (+9.2%).

Question 5

When did EP Wealth Advisors first buy TSLA?

Accepted Answer

EP Wealth Advisors already held TSLA in its Q4 2018 13F, the earliest on record, and has listed it in 30 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	131,616	+9.2%	$55.4M	0.2%	$420.60	38
2026-Q1	Increased	120,485	+6.2%	$44.8M	0.2%	$371.75	37
2025-Q4	Increased	113,451	+10.2%	$51M	0.3%	$449.72	39
2025-Q2	Increased	102,944	+12.1%	$32.7M	0.2%	$317.66	39
2025-Q1	Increased	91,864	+29.9%	$23.8M	0.2%	$259.16	43
2024-Q4	Increased	70,718	+5.8%	$28.6M	0.2%	$403.84	36
2024-Q3	Increased	66,870	+5.1%	$17.5M	0.2%	$261.63	36