Question 1

How many shares of TSLA does EP Wealth Advisors, LLC own?

Accepted Answer

As of 2026-Q2, EP Wealth Advisors, LLC holds 131,616 shares of TSLA (TESLA INC).

Question 2

What is EP Wealth Advisors, LLC's TSLA position worth?

Accepted Answer

As of 2026-Q2, EP Wealth Advisors, LLC's TSLA position is worth $55.4M.

Question 3

Is EP Wealth Advisors, LLC buying or selling TSLA?

Accepted Answer

In 2026-Q2, EP Wealth Advisors, LLC increased their TSLA position (+9.2% change in shares).

Question 4

When did EP Wealth Advisors, LLC first buy TSLA?

Accepted Answer

Based on available 13F filings, EP Wealth Advisors, LLC first reported a position in TSLA in 2024-Q3. They have held the position across 30 quarters.

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%	$392.43	37
2025-Q4	Increased	113,451	+10.2%	$51M	0.3%	$454.43	39
2025-Q2	Increased	102,944	+12.1%	$32.7M	0.2%	$323.63	39
2025-Q1	Increased	91,864	+29.9%	$23.8M	0.2%	$263.55	43
2024-Q4	Increased	70,718	+5.8%	$28.6M	0.2%	$417.41	36
2024-Q3	Increased	66,870	+5.1%	$17.5M	0.2%	$260.46	36