HWA
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Heartwood Wealth Advisors’s Tesla TSLA Stock Holding History

Heartwood 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
Q3 		$246K Buy
692
+4
+0.6% +$1.43K 0.02% 203
2026
Q2 		$289K Sell
688
-37
-5% -$14.7K 0.02% 198
2026
Q1 		$270K Buy
725
+4
+0.6% +$1.65K 0.02% 190
2025
Q4 		$324K Sell
721
-18
-2% -$7.98K 0.03% 153
2025
Q3 		$329K Buy
739
+56
+8% +$19.4K 0.03% 152
2025
Q2 		$217K Buy
+683
New +$206K 0.02% 181
2025
Q1 		– Sell
-771
Closed -$311K – 180
2024
Q4 		$311K Buy
+771
New +$248K 0.04% 129
2023
Q4 		– Sell
-817
Closed -$204K – 155
2023
Q3 		$204K Sell
817
-9
-1% -$2.31K 0.03% 129
2023
Q2 		$216K Buy
+826
New +$165K 0.03% 128

Other funds holding TSLA

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
NAH
Neumann Advisory (HK) Central, Hong Kong $314M AUM 9.99% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
S
Systrade Vaduz, Liechtenstein $197M AUM 31.1% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Heartwood Wealth Advisors's TSLA Position: Q3 2026 in Review

Heartwood Wealth Advisors increased its Tesla (TSLA) stake by 0.58% in Q3 2026, buying an estimated $1.43K and bringing the position to 692 shares worth $246K. The position accounts for 0.02% of the portfolio, ranked #203.

Heartwood Wealth Advisors first reported a position in TSLA in Q2 2023 and has held it in 9 quarters since. The position peaked at $329K in Q3 2025. 230 funds tracked by Wall St. Rank hold TSLA as of Q3 2026.

  • Heartwood Wealth Advisors held 692 shares of Tesla worth $246K as of Q3 2026.
  • Heartwood Wealth Advisors bought 4 Tesla shares in Q3 2026, an estimated $1.43K.
  • Tesla made up 0.02% of Heartwood Wealth Advisors's portfolio in Q3 2026, its #203 holding.
  • Heartwood Wealth Advisors first reported a position in Tesla in Q2 2023 and has held it in 9 quarters since.
  • Heartwood Wealth Advisors's Tesla position peaked at $329K in Q3 2025.
  • 230 funds tracked by Wall St. Rank held Tesla as of Q3 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q3 2026, filed 5 Oct 2026.